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
IABGFX NA 33.60% NA NA NA NA NA
Data as of 12/31/2021, Common starting date is 07/21/2020
More Performance Analytics Comparison
Name Start Date End Date
IABGFX 07/21/2020 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.48 33.60 NA NA NA NA NA 33.60 13.54
Sharpe Ratio NA 2.18 NA NA NA NA NA 2.18 1.75
Standard Deviation(%) NA 15.39 NA NA NA NA NA 15.39 18.46
Draw Down(%) NA 5.81 NA NA NA NA NA 5.81 9.26
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/31/2021, Common starting date is 07/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IABGFX (IABGFX) 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
IABGFX (IABGFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return