Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGBSF | 80.99% | 176.06% | 66.53% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGBSF | 08/17/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.72 | 176.06 | 66.53 | NA | NA | NA | NA | … | … | 80.99 | 49.79 | 13.68 | 45.54 | 0.00 |
| Sharpe Ratio | NA | 6.31 | 1.80 | NA | NA | NA | NA | … | … | 9.82 | 1.47 | 0.18 | 1.28 | 0.00 |
| Standard Deviation(%) | NA | 31.25 | 37.83 | NA | NA | NA | NA | … | … | 38.86 | 32.54 | 39.29 | 32.54 | NA |
| Draw Down(%) | NA | 8.64 | 36.99 | NA | NA | NA | NA | … | … | 8.64 | 30.91 | 19.75 | 7.08 | 0.00 |
| 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 |
Data as of 06/10/2026, Common starting date is 08/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGBSF (IGBSF) |
29.41%
Sep 2022 – Sep 2025 |
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 |
|---|---|---|---|---|
| IGBSF (IGBSF) |
69.95%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart