Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMOPX (iShares U.S. Aggregate Bond Index Fund – Investor P Shares) | -0.54% | 3.80% | 3.41% | -0.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMOPX (iShares U.S. Aggregate Bond Index Fund – Investor P Shares) | 08/06/2018 | 06/05/2026 |
| 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 (%) | -0.66 | 3.80 | 3.41 | -0.30 | NA | NA | NA | … | … | -0.54 | 6.84 | 1.00 | 5.40 | -13.30 | -2.09 | 7.34 | 8.30 | 1.30 |
| Sharpe Ratio | NA | 0.60 | 0.13 | -0.44 | NA | NA | NA | … | … | -0.53 | 0.88 | -0.48 | 0.23 | -1.92 | -0.61 | 1.47 | 1.98 | 0.62 |
| Standard Deviation(%) | NA | 3.99 | 5.51 | 6.06 | NA | NA | NA | … | … | 4.21 | 4.49 | 5.52 | 7.64 | 7.69 | 3.48 | 4.81 | 3.44 | 2.71 |
| Draw Down(%) | NA | 3.06 | 6.26 | 18.15 | NA | NA | NA | … | … | 3.06 | 2.63 | 4.35 | 7.56 | 16.88 | 3.78 | 6.39 | 2.08 | 2.02 |
| Yield(%) | 0.00 | 3.34 | 3.28 | 2.46 | 2.04 | 1.36 | 1.02 | … | … | 1.21 | 3.59 | 3.30 | 2.91 | 1.95 | 1.67 | 2.48 | 2.74 | 1.08 |
Data as of 06/05/2026, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMOPX (iShares U.S. Aggregate Bond Index Fund – Investor P Shares) |
-5.85%
Oct 2020 – Oct 2023 |
-1.37%
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 |
|---|---|---|---|---|
| BMOPX (iShares U.S. Aggregate Bond Index Fund – Investor P Shares) |
5.30%
Oct 2018 – Oct 2021 |
0.79%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart