Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) | 1.87% | 4.89% | 5.60% | 4.20% | 3.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) | 06/17/2011 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 4.89 | 5.60 | 4.20 | 3.03 | NA | NA | … | … | 1.87 | 4.91 | 6.53 | 6.43 | 1.28 | 0.45 | 0.87 | 3.97 | 1.48 | 1.64 | 1.56 | 0.33 | 0.08 | 0.74 | 4.21 | -1.77 |
| Sharpe Ratio | NA | 2.98 | 1.72 | 0.94 | 0.33 | NA | NA | … | … | 2.01 | 0.97 | 3.69 | 1.06 | -0.08 | 0.96 | 0.05 | 4.44 | 0.12 | 1.77 | 1.46 | 0.32 | 0.11 | 1.02 | 2.18 | -1.36 |
| Standard Deviation(%) | NA | 0.75 | 1.37 | 1.78 | 4.20 | NA | NA | … | … | 0.95 | 2.09 | 0.79 | 2.63 | 1.85 | 0.44 | 12.58 | 0.56 | 0.85 | 0.56 | 0.92 | 0.93 | 0.64 | 0.69 | 1.92 | 2.41 |
| Draw Down(%) | NA | 0.43 | 1.57 | 2.37 | 13.54 | NA | NA | … | … | 0.43 | 1.57 | 0.44 | 2.37 | 1.70 | 0.32 | 13.54 | 0.10 | 1.07 | 0.15 | 0.43 | 0.54 | 0.56 | 0.41 | 0.84 | 2.65 |
| Yield(%) | 0.35 | 4.55 | 5.29 | 4.06 | 2.92 | 2.17 | 1.63 | … | … | 1.71 | 4.84 | 5.84 | 5.69 | 2.05 | 0.43 | 1.24 | 2.82 | 2.38 | 1.46 | 0.98 | 0.52 | 0.44 | 0.48 | 0.95 | 0.37 |
Data as of 06/05/2026, Common starting date is 06/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) |
0.19%
Feb 2013 – Feb 2016 |
0.85%
Oct 2012 – Oct 2017 |
1.11%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) |
6.14%
Oct 2022 – Oct 2025 |
4.18%
May 2021 – May 2026 |
3.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart