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
IABGPX NA 35.14% 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
IABGPX 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 (%) 2.30 35.14 NA NA NA NA NA 21.85 19.40
Sharpe Ratio NA 2.03 NA NA NA NA NA 1.64 2.59
Standard Deviation(%) NA 17.31 NA NA NA NA NA 17.36 17.95
Draw Down(%) NA 6.89 NA NA NA NA NA 6.89 9.43
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
IABGPX (IABGPX) 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
IABGPX (IABGPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return