Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IISBF | NA | 7.86% | NA | NA | NA | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 11/08/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IISBF | 11/08/2023 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 7.86 | NA | NA | NA | NA | NA | … | … | 3.36 | 3.27 | 4.69 |
| Sharpe Ratio | NA | 0.97 | NA | NA | NA | NA | NA | … | … | 1.13 | -0.69 | 7.02 |
| Standard Deviation(%) | NA | 4.69 | NA | NA | NA | NA | NA | … | … | 4.81 | 4.84 | 5.24 |
| Draw Down(%) | NA | 2.14 | NA | NA | NA | NA | NA | … | … | 1.92 | 2.14 | 0.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2025, Common starting date is 11/08/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IISBF (IISBF) |
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 |
|---|---|---|---|---|
| IISBF (IISBF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart