Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTQ | -1.10% | 3.34% | 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 |
|---|---|---|
| IBTQ | 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 (%) | -0.77 | 3.34 | NA | NA | NA | NA | NA | … | … | -1.10 | 5.08 |
| Sharpe Ratio | NA | 0.14 | NA | NA | NA | NA | NA | … | … | -0.98 | 0.65 |
| Standard Deviation(%) | NA | 4.98 | NA | NA | NA | NA | NA | … | … | 5.15 | 5.91 |
| Draw Down(%) | NA | 4.23 | NA | NA | NA | NA | NA | … | … | 4.23 | 3.88 |
| Yield(%) | 0.35 | 3.73 | 1.48 | 0.89 | 0.45 | 0.30 | 0.22 | … | … | 1.56 | 2.86 |
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 |
|---|---|---|---|---|
| IBTQ (IBTQ) |
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 |
|---|---|---|---|---|
| IBTQ (IBTQ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart