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
IABGCX NA 39.49% NA NA NA NA NA
Data as of 10/15/2021, Common starting date is 07/16/2020
More Performance Analytics Comparison
Name Start Date End Date
IABGCX 07/16/2020 10/15/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 2.01 39.49 NA NA NA NA NA 24.50 25.07
Sharpe Ratio NA 1.67 NA NA NA NA NA 1.35 2.69
Standard Deviation(%) NA 23.69 NA NA NA NA NA 23.66 22.98
Draw Down(%) NA 9.81 NA NA NA NA NA 9.81 9.73
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/15/2021, Common starting date is 07/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IABGCX (IABGCX) 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
IABGCX (IABGCX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return