Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) | 3.24% | 5.68% | 3.08% | 0.43% | 1.81% | 1.84% | NA | 2.41% |
Data as of 06/30/2025, AR inception is 11/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGZ (iShares Agency Bond ETF) | 11/07/2008 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.68 | 3.08 | 0.43 | 1.81 | 1.84 | NA | 2.41 | 3.24 | 3.08 | 5.18 | -7.77 | -1.30 | 5.77 | 5.51 | 1.32 | 2.01 | 1.03 | 1.34 | 3.68 | -1.26 | 1.45 | 4.89 | 3.74 | 1.49 | 6.01 |
| Sharpe Ratio | NA | 0.63 | -0.01 | -0.47 | 0.14 | NA | NA | 0.41 | 1.04 | -0.18 | 0.37 | -1.95 | -0.67 | 1.67 | 1.64 | -0.03 | 0.73 | 0.34 | 0.44 | 1.58 | -0.50 | 0.70 | 1.64 | 1.36 | 0.25 | 2.76 |
| Standard Deviation(%) | NA | 3.20 | 3.73 | 3.48 | 3.03 | NA | NA | 3.53 | 3.35 | 3.04 | 4.11 | 4.74 | 1.97 | 3.30 | 2.46 | 1.93 | 1.86 | 2.44 | 3.02 | 2.32 | 2.60 | 2.02 | 2.96 | 2.68 | 5.61 | 18.25 |
| Draw Down(%) | NA | 1.85 | 5.20 | 11.23 | 11.23 | NA | NA | 11.23 | 1.30 | 1.74 | 2.43 | 9.49 | 1.55 | 2.24 | 1.53 | 1.67 | 1.01 | 2.88 | 1.84 | 0.84 | 3.28 | 1.13 | 1.30 | 2.19 | 2.25 | 4.98 |
| Yield(%) | 0.00 | 3.69 | 3.06 | 2.19 | 2.08 | 1.89 | 1.70 | 2.12 | 1.61 | 3.47 | 3.20 | 1.43 | 0.69 | 2.32 | 2.38 | 2.13 | 1.59 | 1.51 | 1.29 | 1.35 | 1.16 | 1.14 | 1.71 | 1.92 | 2.00 | 0.40 |
Data as of 06/30/2025, AR inception is 11/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) |
-2.62%
Sep 2020 - Sep 2023 |
0.26%
May 2020 - May 2025 |
0.81%
Oct 2012 - Oct 2022 |
1.68%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) |
4.56%
Jul 2018 - Jul 2021 |
3.25%
Jul 2015 - Jul 2020 |
2.73%
Mar 2010 - Mar 2020 |
1.95%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart