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
IBTR 0.02% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 03/26/2026
More Performance Analytics Comparison
Name Start Date End Date
IBTR 03/26/2026 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -0.56 NA NA NA NA NA NA 0.02
Sharpe Ratio NA NA NA NA NA NA NA -0.44
Standard Deviation(%) NA NA NA NA NA NA NA 5.46
Draw Down(%) NA NA NA NA NA NA NA 2.88
Yield(%) 0.29 0.67 0.22 0.13 0.07 0.04 0.03 0.67
Data as of 06/05/2026, Common starting date is 03/26/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBTR (IBTR) 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
IBTR (IBTR) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return