Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) | 0.48% | 6.01% | 6.88% | 1.63% | 2.26% | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 02/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) | 02/26/2015 | 05/29/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 6.01 | 6.88 | 1.63 | 2.26 | NA | NA | … | … | 0.48 | 8.32 | 6.04 | 8.21 | -13.57 | -1.02 | 3.31 | 10.03 | -0.93 | 3.89 | 2.73 | -2.47 |
| Sharpe Ratio | NA | 0.88 | 0.86 | -0.16 | 0.13 | NA | NA | … | … | -0.33 | 1.66 | 0.70 | 0.66 | -1.76 | -0.42 | 0.45 | 3.54 | -0.86 | 1.43 | 0.50 | -0.93 |
| Standard Deviation(%) | NA | 3.80 | 4.39 | 5.63 | 4.96 | NA | NA | … | … | 4.69 | 3.29 | 3.45 | 6.99 | 8.57 | 2.50 | 6.81 | 2.42 | 2.70 | 2.27 | 5.04 | 3.16 |
| Draw Down(%) | NA | 2.99 | 3.09 | 18.49 | 18.49 | NA | NA | … | … | 2.99 | 1.73 | 1.68 | 4.07 | 17.56 | 2.71 | 11.71 | 0.61 | 2.52 | 1.47 | 4.39 | 3.63 |
| Yield(%) | 0.00 | 4.66 | 5.00 | 3.55 | 3.15 | 2.10 | 1.58 | … | … | 1.50 | 4.93 | 5.11 | 4.57 | 2.75 | 1.87 | 2.58 | 3.49 | 3.46 | 2.77 | 0.78 | 0.00 |
Data as of 05/29/2026, Common starting date is 02/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) |
-4.69%
Oct 2019 – Oct 2022 |
-1.37%
Sep 2017 – Sep 2022 |
1.58%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) |
8.34%
Oct 2022 – Oct 2025 |
3.75%
Dec 2015 – Dec 2020 |
2.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart