Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLAYF (iShares 1-5 Year Laddered Corporate Bond Index ETF) | NA | 6.78% | -0.94% | 1.49% | -0.23% | NA | NA | … | … |
Data as of 09/09/2024, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLAYF (iShares 1-5 Year Laddered Corporate Bond Index ETF) | 08/06/2012 | 09/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.78 | -0.94 | 1.49 | -0.23 | NA | NA | … | … | 5.70 | -2.40 | -5.97 | 2.85 | 6.93 | 8.17 | -10.23 | 11.21 | -0.62 | -11.15 | -3.72 | -8.31 | 0.90 |
| Sharpe Ratio | NA | 0.75 | -0.57 | -0.03 | -0.15 | NA | NA | … | … | 0.96 | -0.90 | -1.28 | 0.32 | 0.43 | 1.45 | -1.44 | 1.16 | -0.05 | -1.56 | -0.71 | -1.32 | 0.34 |
| Standard Deviation(%) | NA | 3.62 | 6.28 | 9.39 | 9.59 | NA | NA | … | … | 4.57 | 7.41 | 5.77 | 8.88 | 15.56 | 4.66 | 8.02 | 9.16 | 15.64 | 7.14 | 5.26 | 6.34 | 6.47 |
| Draw Down(%) | NA | 0.00 | 12.03 | 15.89 | 22.87 | NA | NA | … | … | 0.00 | 6.85 | 7.62 | 5.11 | 9.72 | 1.51 | 10.43 | 1.37 | 9.30 | 12.17 | 5.64 | 9.09 | 2.41 |
| Yield(%) | 0.00 | 2.32 | 2.09 | 2.33 | 2.16 | 1.48 | 1.11 | … | … | 1.30 | 2.73 | 2.42 | 1.75 | 2.58 | 2.77 | 2.51 | 2.68 | 3.02 | 3.40 | 3.98 | 0.32 | 0.00 |
Data as of 09/09/2024, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLAYF (iShares 1-5 Year Laddered Corporate Bond Index ETF) |
-10.39%
Feb 2013 – Feb 2016 |
-3.95%
Mar 2013 – Mar 2018 |
-1.93%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLAYF (iShares 1-5 Year Laddered Corporate Bond Index ETF) |
6.57%
Jun 2018 – Jun 2021 |
5.37%
Jan 2016 – Jan 2021 |
-0.25%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart