Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIDPX (iShares Municipal Bond Index Fund – Investor P Shares) | 1.14% | 6.69% | 3.15% | 0.55% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIDPX (iShares Municipal Bond Index Fund – Investor P Shares) | 11/20/2018 | 06/03/2026 |
| 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 (%) | 0.55 | 6.69 | 3.15 | 0.55 | NA | NA | NA | … | … | 1.14 | 3.45 | 0.95 | 6.22 | -8.83 | 1.39 | 4.69 | 7.24 | 1.35 |
| Sharpe Ratio | NA | 1.40 | 0.07 | -0.50 | NA | NA | NA | … | … | -0.05 | 0.12 | -0.78 | 0.60 | -2.28 | 0.81 | 0.57 | 2.92 | 7.53 |
| Standard Deviation(%) | NA | 2.66 | 4.17 | 4.00 | NA | NA | NA | … | … | 3.09 | 4.89 | 3.44 | 4.33 | 4.51 | 1.69 | 7.70 | 1.97 | 1.60 |
| Draw Down(%) | NA | 2.95 | 6.07 | 13.85 | NA | NA | NA | … | … | 2.95 | 5.45 | 2.59 | 6.64 | 13.53 | 2.18 | 11.43 | 1.72 | 0.26 |
| Yield(%) | 0.00 | 2.95 | 2.83 | 2.44 | 2.05 | 1.37 | 1.03 | … | … | 1.04 | 3.07 | 2.71 | 2.67 | 2.28 | 2.34 | 2.39 | 3.47 | 0.48 |
Data as of 06/03/2026, Common starting date is 11/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIDPX (iShares Municipal Bond Index Fund – Investor P Shares) |
-2.79%
Oct 2020 – Oct 2023 |
-0.18%
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 |
|---|---|---|---|---|
| BIDPX (iShares Municipal Bond Index Fund – Investor P Shares) |
5.10%
Oct 2022 – Oct 2025 |
1.97%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
