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
IHYBF NA 8.49% NA NA NA NA NA
Data as of 05/27/2025, Common starting date is 11/14/2023
More Performance Analytics Comparison
Name Start Date End Date
IHYBF 11/14/2023 05/27/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.17 8.49 NA NA NA NA NA 2.63 7.23 3.80
Sharpe Ratio NA 1.13 NA NA NA NA NA 0.64 0.19 8.18
Standard Deviation(%) NA 4.56 NA NA NA NA NA 5.69 3.96 5.13
Draw Down(%) NA 3.31 NA NA NA NA NA 3.31 1.36 0.03
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/27/2025, Common starting date is 11/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IHYBF (IHYBF) 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
IHYBF (IHYBF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return