Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICBRX | -0.40% | 4.01% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICBRX | 07/01/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 4.01 | NA | NA | NA | NA | NA | … | … | -0.40 | 7.43 | 5.21 |
| Sharpe Ratio | NA | 0.80 | NA | NA | NA | NA | NA | … | … | -0.62 | 1.39 | 1.79 |
| Standard Deviation(%) | NA | 3.05 | NA | NA | NA | NA | NA | … | … | 3.33 | 3.30 | 4.02 |
| Draw Down(%) | NA | 2.28 | NA | NA | NA | NA | NA | … | … | 2.28 | 2.21 | 1.95 |
| Yield(%) | 0.00 | 3.98 | 3.29 | 1.97 | 0.99 | 0.66 | 0.49 | … | … | 1.43 | 4.34 | 3.97 |
Data as of 06/05/2026, Common starting date is 07/01/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICBRX (ICBRX) |
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 |
|---|---|---|---|---|
| ICBRX (ICBRX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart