Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBS (iShares CMBS ETF) | 0.49% | 4.29% | 5.31% | 0.86% | 2.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBS (iShares CMBS ETF) | 02/16/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 4.29 | 5.31 | 0.86 | 2.07 | NA | NA | … | … | 0.49 | 7.67 | 4.27 | 5.06 | -11.20 | -1.82 | 7.86 | 7.93 | 0.78 | 2.95 | 2.53 | 1.23 | 2.44 | 0.62 | 4.32 |
| Sharpe Ratio | NA | 0.58 | 0.49 | -0.31 | 0.09 | NA | NA | … | … | -0.24 | 1.24 | 0.13 | 0.23 | -1.78 | -0.60 | 0.65 | 1.64 | -0.16 | 0.63 | 0.48 | 0.27 | 0.65 | 0.11 | 1.03 |
| Standard Deviation(%) | NA | 3.70 | 4.54 | 5.31 | 5.79 | NA | NA | … | … | 4.07 | 3.88 | 5.05 | 6.05 | 7.11 | 3.09 | 11.64 | 3.95 | 3.80 | 3.67 | 4.82 | 4.50 | 3.72 | 5.58 | 4.82 |
| Draw Down(%) | NA | 2.44 | 3.69 | 15.86 | 15.86 | NA | NA | … | … | 2.44 | 1.70 | 3.07 | 4.90 | 13.95 | 2.72 | 9.89 | 2.04 | 2.80 | 1.67 | 5.04 | 2.20 | 1.38 | 3.33 | 1.81 |
| Yield(%) | 0.30 | 3.59 | 3.49 | 2.72 | 2.70 | 2.47 | 1.86 | … | … | 1.49 | 3.57 | 3.35 | 3.03 | 2.30 | 2.36 | 2.97 | 2.88 | 2.66 | 2.52 | 1.76 | 2.27 | 2.16 | 1.97 | 2.06 |
Data as of 06/04/2026, Common starting date is 02/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBS (iShares CMBS ETF) |
-4.33%
Oct 2020 – Oct 2023 |
-0.08%
Oct 2017 – Oct 2022 |
0.98%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBS (iShares CMBS ETF) |
6.29%
Oct 2022 – Oct 2025 |
4.37%
Dec 2015 – Dec 2020 |
2.45%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart