Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IABFRX NA 60.62% NA NA NA NA NA
Data as of 10/08/2021, Common starting date is 07/10/2020
More Performance Analytics Comparison
Name Start Date End Date
IABFRX 07/10/2020 10/08/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 2.80 60.62 NA NA NA NA NA 33.42 32.21
Sharpe Ratio NA 2.02 NA NA NA NA NA 1.73 2.28
Standard Deviation(%) NA 29.97 NA NA NA NA NA 26.28 34.58
Draw Down(%) NA 14.52 NA NA NA NA NA 14.52 11.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/08/2021, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IABFRX (IABFRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IABFRX (IABFRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return