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 Strategic Asset Allocation – Optimal Moderate | 1.94% | 9.86% | 8.40% | 2.73% | 2.53% | 3.34% | 4.57% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.70 | 9.86 | 8.40 | 2.73 | 2.53 | 3.34 | 4.57 | … | … | 1.94 | 10.16 | 4.69 | 9.31 | -12.08 | -0.12 | -6.02 | 6.39 | 1.06 | 8.65 | 5.24 | -1.43 | 7.20 | 4.82 | 12.36 | 4.31 | 12.48 | 14.59 | -3.70 | 8.24 | 7.38 | 4.02 | 8.15 | 24.60 | 8.96 | 8.60 |
| Sharpe Ratio | NA | 1.37 | 0.88 | -0.03 | 0.09 | NA | NA | … | … | -0.18 | 2.22 | 0.26 | 1.00 | -2.27 | -0.06 | -0.78 | 1.48 | -0.12 | 3.91 | 1.40 | -0.47 | 2.58 | 1.44 | 7.26 | 1.40 | 2.47 | 2.96 | -0.69 | 1.21 | 1.18 | 0.57 | 1.01 | 4.54 | 2.77 | 1.70 |
| Standard Deviation(%) | NA | 3.52 | 4.28 | 4.60 | 4.53 | NA | NA | … | … | 4.64 | 3.28 | 4.09 | 5.67 | 5.96 | 2.40 | 8.01 | 3.33 | 2.59 | 2.05 | 3.58 | 3.10 | 2.79 | 3.33 | 1.69 | 3.05 | 5.01 | 4.90 | 6.81 | 4.20 | 3.36 | 3.11 | 7.10 | 5.26 | 2.83 | 3.63 |
| Draw Down(%) | NA | 3.69 | 3.84 | 14.45 | 23.28 | NA | NA | … | … | 3.69 | 2.45 | 2.35 | 3.84 | 14.38 | 2.81 | 16.36 | 2.37 | 1.92 | 0.49 | 4.05 | 2.87 | 3.02 | 5.07 | 0.45 | 2.93 | 4.43 | 3.82 | 6.42 | 3.05 | 2.91 | 2.81 | 7.56 | 6.18 | 1.28 | 2.09 |
| Yield(%) | NA | 5.53 | 6.08 | 5.47 | 4.83 | NA | NA | … | … | 1.38 | 5.25 | 6.58 | 6.55 | 4.65 | 2.94 | 1.59 | 4.38 | 5.37 | 5.71 | 5.16 | 4.07 | 6.75 | 5.69 | 7.63 | 6.43 | 6.33 | 6.43 | 5.24 | 6.14 | 6.16 | 3.89 | 7.28 | 7.00 | 5.70 | 6.53 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.76%
Feb 2020 – Feb 2023 |
-2.56%
Oct 2017 – Oct 2022 |
0.90%
Oct 2013 – Oct 2023 |
3.04%
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 Strategic Asset Allocation – Optimal Moderate |
14.02%
Mar 2001 – Mar 2004 |
10.85%
Jun 2009 – Jun 2014 |
9.62%
May 2001 – May 2011 |
8.10%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart