Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVBIY | NA | 132.23% | 57.81% | 31.49% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVBIY | 05/22/2020 | 09/26/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 132.23 | 57.81 | 31.49 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 09/26/2025, Common starting date is 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBIY (IVBIY) |
0.00%
Jun 2020 – Jun 2023 |
17.41%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVBIY (IVBIY) |
53.17%
Aug 2022 – Aug 2025 |
29.16%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart