Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIDIX (iShares Municipal Bond Index Fund – Institutional) | 1.32% | 6.83% | 3.43% | 0.81% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIDIX (iShares Municipal Bond Index Fund – Institutional) | 12/03/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 6.83 | 3.43 | 0.81 | NA | NA | NA | … | … | 1.32 | 3.70 | 1.19 | 6.48 | -8.59 | 1.62 | 4.99 | 7.53 | 1.03 |
| Sharpe Ratio | NA | 1.48 | 0.13 | -0.43 | NA | NA | NA | … | … | 0.03 | 0.17 | -0.69 | 0.66 | -2.21 | 0.92 | 0.61 | 3.06 | 7.42 |
| Standard Deviation(%) | NA | 2.69 | 4.21 | 4.04 | NA | NA | NA | … | … | 3.11 | 4.95 | 3.50 | 4.34 | 4.55 | 1.73 | 7.68 | 1.98 | 1.82 |
| Draw Down(%) | NA | 2.95 | 6.02 | 13.60 | NA | NA | NA | … | … | 2.95 | 5.51 | 2.59 | 6.53 | 13.36 | 2.18 | 11.43 | 1.72 | 0.26 |
| Yield(%) | 0.00 | 3.18 | 3.06 | 2.66 | 2.23 | 1.49 | 1.12 | … | … | 1.13 | 3.32 | 2.95 | 2.91 | 2.52 | 2.57 | 2.67 | 3.74 | 0.50 |
Data as of 06/04/2026, Common starting date is 12/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIDIX (iShares Municipal Bond Index Fund – Institutional) |
-2.55%
Oct 2020 – Oct 2023 |
0.07%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIDIX (iShares Municipal Bond Index Fund – Institutional) |
5.35%
Oct 2022 – Oct 2025 |
2.04%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart