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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CMBS (iShares CMBS ETF) 4.26% 5.93% 3.07% 0.30% 2.07% NA NA 2.29%
Data as of 07/23/2025, AR inception is 02/16/2012
More Performance Analytics Comparison
Name Start Date End Date
CMBS (iShares CMBS ETF) 02/16/2012 07/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.48 5.93 3.07 0.30 2.07 NA NA 2.29 4.26 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 0.56 0.00 -0.33 0.11 NA NA 0.20 1.06 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 4.85 5.67 5.36 5.85 NA NA 5.60 4.34 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 3.07 8.13 15.86 15.86 NA NA 15.86 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(%) 0.00 3.48 3.03 2.60 2.61 2.26 1.70 2.61 1.75 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 07/23/2025, AR inception 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) 5.96%
Jul 2018 - Jul 2021
4.37%
Dec 2015 - Dec 2020
2.24%
Mar 2012 - Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart