Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLFMF (iShares 1-5 Year Laddered Government Bond Index ETF) | NA | -13.40% | -2.78% | -1.10% | -2.08% | NA | NA | … | … |
Data as of 07/19/2023, Common starting date is 11/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLFMF (iShares 1-5 Year Laddered Government Bond Index ETF) | 11/30/2009 | 07/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.40 | -2.78 | -1.10 | -2.08 | NA | NA | … | … | 1.75 | -13.42 | 1.73 | 3.04 | 3.53 | -7.06 | 1.30 | 0.36 | -16.83 | -9.00 | -8.35 | -0.15 | -0.05 | 1.74 | 0.00 |
| Sharpe Ratio | NA | -1.31 | -0.41 | -0.26 | -0.32 | NA | NA | … | … | -1.27 | -1.05 | 0.24 | 0.32 | 0.46 | -1.36 | 0.09 | 0.02 | -1.33 | -1.45 | -1.32 | -0.04 | -0.01 | 0.16 | 0.00 |
| Standard Deviation(%) | NA | 12.96 | 9.97 | 8.92 | 8.85 | NA | NA | … | … | 0.99 | 13.25 | 10.95 | 8.71 | 4.63 | 6.17 | 7.34 | 9.36 | 12.72 | 6.22 | 6.35 | 4.95 | 7.01 | 10.52 | NA |
| Draw Down(%) | NA | 16.19 | 18.67 | 18.67 | 24.87 | NA | NA | … | … | 0.00 | 16.19 | 6.56 | 8.15 | 1.98 | 10.26 | 3.58 | 5.66 | 16.83 | 9.44 | 9.49 | 5.00 | 8.16 | 7.40 | 0.00 |
| Yield(%) | 0.00 | 1.74 | 1.68 | 1.99 | 2.01 | 2.28 | 1.71 | … | … | 1.04 | 1.75 | 1.37 | 2.08 | 2.75 | 2.57 | 2.82 | 3.19 | 2.90 | 3.29 | 3.47 | 3.67 | 4.62 | 3.58 | 1.07 |
Data as of 07/19/2023, Common starting date is 11/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFMF (iShares 1-5 Year Laddered Government Bond Index ETF) |
-9.41%
Jan 2013 – Jan 2016 |
-4.91%
Jan 2011 – Jan 2016 |
-2.74%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFMF (iShares 1-5 Year Laddered Government Bond Index ETF) |
4.89%
May 2010 – May 2013 |
4.35%
Jan 2016 – Jan 2021 |
-0.19%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart