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
IBIL 0.51% 5.05% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 03/26/2025
More Performance Analytics Comparison
Name Start Date End Date
IBIL 03/26/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.78 5.05 NA NA NA NA NA 0.51 4.81
Sharpe Ratio NA 0.43 NA NA NA NA NA -0.29 0.37
Standard Deviation(%) NA 5.58 NA NA NA NA NA 4.50 9.80
Draw Down(%) NA 2.74 NA NA NA NA NA 2.74 5.29
Yield(%) 0.00 2.97 0.99 0.60 0.30 0.20 0.15 0.00 2.98
Data as of 06/05/2026, Common starting date is 03/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBIL (IBIL) 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
IBIL (IBIL) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return