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
IABFVX NA 24.65% NA NA NA NA NA
Data as of 09/09/2021, Common starting date is 07/10/2020
More Performance Analytics Comparison
Name Start Date End Date
IABFVX 07/10/2020 09/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -2.02 24.65 NA NA NA NA NA 14.17 11.76
Sharpe Ratio NA 1.33 NA NA NA NA NA 1.39 1.20
Standard Deviation(%) NA 18.48 NA NA NA NA NA 15.28 21.75
Draw Down(%) NA 9.17 NA NA NA NA NA 9.17 11.50
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/09/2021, 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
IABFVX (IABFVX) 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
IABFVX (IABFVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return