Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDC (iShares iBonds Mar 2020 Term Corporate ETF) | NA | 1.86% | 1.90% | 1.60% | NA | NA | NA | … | … |
Data as of 04/03/2020, Common starting date is 07/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDC (iShares iBonds Mar 2020 Term Corporate ETF) | 07/10/2013 | 04/03/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 1.86 | 1.90 | 1.60 | NA | NA | NA | … | … | -0.12 | 1.86 | 1.60 | 1.87 | 3.04 | 0.56 | 5.82 | 2.03 |
| Sharpe Ratio | NA | -0.21 | 0.17 | 0.18 | NA | NA | NA | … | … | -0.29 | 0.35 | 0.13 | 0.55 | 0.59 | 0.08 | 1.37 | 0.54 |
| Standard Deviation(%) | NA | 2.31 | 2.09 | 3.64 | NA | NA | NA | … | … | 3.99 | 1.31 | 2.07 | 2.28 | 4.77 | 6.36 | 4.25 | 7.90 |
| Draw Down(%) | NA | 1.80 | 1.80 | 2.85 | NA | NA | NA | … | … | 1.65 | 0.42 | 0.53 | 0.74 | 2.85 | 2.45 | 1.80 | 4.61 |
| Yield(%) | 0.00 | 1.96 | 2.09 | 2.03 | 1.49 | 0.99 | 0.74 | … | … | 0.30 | 2.26 | 2.16 | 1.95 | 2.07 | 2.24 | 2.64 | 0.86 |
Data as of 04/03/2020, Common starting date is 07/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDC (iShares iBonds Mar 2020 Term Corporate ETF) |
1.14%
Mar 2015 – Mar 2018 |
1.65%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDC (iShares iBonds Mar 2020 Term Corporate ETF) |
4.18%
Aug 2013 – Aug 2016 |
2.86%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart