Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIDKX (iShares Municipal Bond Index Fund-) | 1.33% | 6.88% | 3.50% | 0.85% | 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 |
|---|---|---|
| BIDKX (iShares Municipal Bond Index Fund-) | 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 | 6.88 | 3.50 | 0.85 | NA | NA | NA | … | … | 1.33 | 3.76 | 1.27 | 6.56 | -8.55 | 1.67 | 5.00 | 7.56 | 1.03 |
| Sharpe Ratio | NA | 1.50 | 0.14 | -0.42 | NA | NA | NA | … | … | 0.03 | 0.18 | -0.68 | 0.67 | -2.22 | 0.96 | 0.61 | 3.01 | 7.42 |
| Standard Deviation(%) | NA | 2.70 | 4.20 | 4.03 | NA | NA | NA | … | … | 3.08 | 4.94 | 3.47 | 4.38 | 4.52 | 1.72 | 7.71 | 2.02 | 1.82 |
| Draw Down(%) | NA | 2.95 | 6.00 | 13.55 | NA | NA | NA | … | … | 2.95 | 5.43 | 2.59 | 6.49 | 13.33 | 2.18 | 11.43 | 1.72 | 0.26 |
| Yield(%) | 0.00 | 3.23 | 3.13 | 2.71 | 2.26 | 1.51 | 1.13 | … | … | 1.14 | 3.37 | 3.02 | 2.99 | 2.55 | 2.62 | 2.68 | 3.78 | 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 |
|---|---|---|---|---|
| BIDKX (iShares Municipal Bond Index Fund-) |
-2.50%
Oct 2020 – Oct 2023 |
0.13%
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 |
|---|---|---|---|---|
| BIDKX (iShares Municipal Bond Index Fund-) |
5.42%
Oct 2022 – Oct 2025 |
2.06%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart