Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAGG (iShares ESG Aware US Aggregate Bond ETF) | 0.28% | 4.75% | 3.88% | 0.03% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGG (iShares ESG Aware US Aggregate Bond ETF) | 10/23/2018 | 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 (%) | -0.22 | 4.75 | 3.88 | 0.03 | NA | NA | NA | … | … | 0.28 | 7.18 | 1.12 | 5.56 | -13.63 | -1.30 | 7.39 | 8.67 | 2.36 |
| Sharpe Ratio | NA | 0.68 | 0.18 | -0.40 | NA | NA | NA | … | … | -0.32 | 0.95 | -0.46 | 0.26 | -1.91 | -0.35 | 1.31 | 2.16 | 4.85 |
| Standard Deviation(%) | NA | 3.80 | 5.35 | 6.03 | NA | NA | NA | … | … | 4.01 | 4.54 | 5.46 | 7.32 | 7.93 | 3.75 | 5.45 | 3.33 | 2.46 |
| Draw Down(%) | NA | 2.75 | 6.19 | 17.98 | NA | NA | NA | … | … | 2.75 | 2.45 | 4.07 | 7.43 | 17.17 | 4.02 | 6.98 | 2.12 | 0.48 |
| Yield(%) | 0.33 | 4.03 | 3.84 | 2.67 | 2.13 | 1.42 | 1.06 | … | … | 1.64 | 4.03 | 3.84 | 3.29 | 1.78 | 1.07 | 1.92 | 3.33 | 0.62 |
Data as of 06/05/2026, Common starting date is 10/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGG (iShares ESG Aware US Aggregate Bond ETF) |
-5.63%
Oct 2020 – Oct 2023 |
-1.22%
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 |
|---|---|---|---|---|
| EAGG (iShares ESG Aware US Aggregate Bond ETF) |
5.51%
Oct 2022 – Oct 2025 |
0.99%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart