Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Interactive Brokers Total Return Bond Plan Tactical Asset Allocation Moderate | 1.02% | 5.60% | 4.36% | 3.17% | 2.57% | 2.57% | 3.54% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Interactive Brokers Total Return Bond Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 5.60 | 4.36 | 3.17 | 2.57 | 2.57 | 3.54 | … | … | 1.02 | 5.72 | 3.30 | 3.60 | 1.00 | 0.81 | -0.76 | 6.16 | -1.21 | 3.35 | 3.04 | 0.71 | 2.77 | 2.34 | 5.76 | 2.38 | 8.31 | 3.32 | 11.71 | 3.47 | 6.46 | 2.95 | 1.81 | 29.19 | 3.70 | -4.98 |
| Sharpe Ratio | NA | 1.10 | 0.29 | 0.27 | 0.41 | NA | NA | … | … | -0.32 | 1.96 | -0.16 | -0.02 | -1.21 | 0.73 | -0.29 | 2.75 | -2.33 | 2.77 | 1.85 | 0.46 | 2.59 | 1.64 | 4.37 | 1.44 | 3.75 | 0.76 | 1.57 | 0.19 | 2.09 | 0.53 | 0.17 | 5.39 | 0.67 | -0.59 |
| Standard Deviation(%) | NA | 1.47 | 1.83 | 1.61 | 1.80 | NA | NA | … | … | 1.82 | 1.45 | 1.95 | 2.31 | 0.35 | 1.08 | 3.46 | 1.70 | 1.11 | 0.97 | 1.53 | 1.47 | 1.06 | 1.41 | 1.30 | 1.62 | 2.19 | 4.23 | 6.85 | 1.71 | 1.46 | 1.30 | 4.86 | 5.29 | 3.82 | 12.62 |
| Draw Down(%) | NA | 1.40 | 1.75 | 1.75 | 7.06 | NA | NA | … | … | 1.40 | 1.07 | 1.75 | 1.37 | 0.60 | 0.92 | 7.06 | 0.97 | 1.88 | 0.35 | 1.33 | 1.32 | 0.59 | 2.07 | 1.18 | 1.51 | 1.38 | 3.81 | 5.25 | 1.07 | 1.02 | 0.97 | 7.56 | 6.18 | 5.11 | 16.14 |
| Yield(%) | NA | 3.95 | 4.29 | 3.34 | 2.67 | NA | NA | … | … | 0.98 | 3.96 | 4.79 | 4.33 | 1.51 | 1.41 | 1.26 | 2.38 | 2.52 | 2.35 | 1.48 | 3.06 | 2.38 | 2.44 | 2.90 | 2.30 | 2.60 | 3.15 | 3.12 | 4.14 | 4.18 | 3.77 | 4.00 | 7.24 | 6.33 | 4.74 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Interactive Brokers Total Return Bond Plan Tactical Asset Allocation Moderate |
0.13%
Feb 2020 – Feb 2023 |
1.11%
Aug 2017 – Aug 2022 |
1.75%
May 2013 – May 2023 |
2.41%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Interactive Brokers Total Return Bond Plan Tactical Asset Allocation Moderate |
11.39%
Jul 2002 – Jul 2005 |
8.89%
Jul 2002 – Jul 2007 |
7.31%
Nov 2002 – Nov 2012 |
5.82%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart