Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBEX (IBEX Limited) | -21.58% | 1.22% | 11.76% | 7.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBEX (IBEX Limited) | 08/10/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.37 | 1.22 | 11.76 | 7.69 | NA | NA | NA | … | … | -21.58 | 79.01 | 12.73 | -23.50 | 92.79 | -31.07 | 9.04 |
| Sharpe Ratio | NA | -0.03 | 0.19 | 0.10 | NA | NA | NA | … | … | -1.05 | 1.60 | 0.16 | -0.58 | 1.91 | -0.52 | 0.29 |
| Standard Deviation(%) | NA | 48.67 | 45.05 | 47.42 | NA | NA | NA | … | … | 43.47 | 48.53 | 38.15 | 48.24 | 48.21 | 60.11 | 84.95 |
| Draw Down(%) | NA | 37.14 | 43.57 | 56.04 | NA | NA | NA | … | … | 32.72 | 19.26 | 31.46 | 54.28 | 22.00 | 51.90 | 45.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBEX (IBEX Limited) |
-17.23%
Apr 2021 – Apr 2024 |
3.74%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBEX (IBEX Limited) |
29.70%
Sep 2022 – Sep 2025 |
21.38%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart