Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBF (iShares Government/Credit Bond ETF) | 4.46% | 3.61% | 1.69% | -1.35% | 1.61% | 2.17% | NA | 3.11% |
Data as of 08/01/2025, AR inception is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBF (iShares Government/Credit Bond ETF) | 01/11/2007 | 08/01/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 3.61 | 1.69 | -1.35 | 1.61 | 2.17 | NA | 3.11 | 4.46 | 0.99 | 5.78 | -13.84 | -2.31 | 8.76 | 9.47 | -0.52 | 3.79 | 2.19 | -0.48 | 6.32 | -1.98 | 3.29 | 9.37 | 5.71 | 3.21 | 7.77 | 6.69 |
| Sharpe Ratio | NA | -0.11 | -0.32 | -0.61 | 0.02 | NA | NA | 0.37 | 0.59 | -1.08 | 0.22 | -1.94 | -0.53 | 1.18 | 2.07 | -0.60 | 1.05 | 0.53 | -0.11 | 1.84 | -0.48 | 0.90 | 1.75 | 1.12 | 0.44 | 0.87 | 0.96 |
| Standard Deviation(%) | NA | 5.08 | 6.36 | 6.00 | 5.30 | NA | NA | 5.30 | 5.07 | 5.20 | 7.09 | 7.86 | 4.43 | 7.20 | 3.90 | 3.05 | 3.04 | 3.73 | 4.74 | 3.43 | 4.20 | 3.64 | 5.35 | 5.05 | 7.14 | 7.83 | 4.10 |
| Draw Down(%) | NA | 4.90 | 9.38 | 19.68 | 19.68 | NA | NA | 19.68 | 2.34 | 4.10 | 7.09 | 17.15 | 4.87 | 7.97 | 2.58 | 3.31 | 1.69 | 5.36 | 3.73 | 1.66 | 6.12 | 1.98 | 1.68 | 4.15 | 5.62 | 8.75 | 2.75 |
| Yield(%) | 0.00 | 3.82 | 3.19 | 2.16 | 2.34 | 2.48 | 2.75 | 3.05 | 2.32 | 3.84 | 3.09 | 1.81 | 1.18 | 1.75 | 2.80 | 2.52 | 2.05 | 1.93 | 2.00 | 2.16 | 2.27 | 2.37 | 3.22 | 3.26 | 3.55 | 4.27 | 4.75 |
Data as of 08/01/2025, AR inception is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBF (iShares Government/Credit Bond ETF) |
-5.76%
Oct 2020 - Oct 2023 |
-1.53%
Jul 2020 - Jul 2025 |
0.58%
Oct 2012 - Oct 2022 |
2.10%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBF (iShares Government/Credit Bond ETF) |
9.37%
Oct 2008 - Oct 2011 |
7.09%
Jul 2007 - Jul 2012 |
4.40%
Jun 2007 - Jun 2017 |
3.68%
Feb 2007 - Feb 2022 |
Annualized Rolling Returns Comparison Chart