Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDD (iShares iBonds Mar 2023 Term Corporate ETF) | NA | 5.71% | 4.00% | 3.96% | NA | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 07/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDD (iShares iBonds Mar 2023 Term Corporate ETF) | 07/10/2013 | 04/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.71 | 4.00 | 3.96 | NA | NA | NA | … | … | 1.91 | 3.78 | 0.65 | 4.23 | 7.82 | -0.32 | 3.60 | 3.80 | 1.33 | 9.76 | 0.46 |
| Sharpe Ratio | NA | 2.00 | 1.80 | 0.74 | NA | NA | NA | … | … | 1.23 | 1.81 | 0.58 | 0.52 | 2.85 | -0.48 | 0.87 | 0.55 | 0.14 | 2.37 | 0.12 |
| Standard Deviation(%) | NA | 1.47 | 1.69 | 3.87 | NA | NA | NA | … | … | 1.58 | 1.33 | 1.07 | 7.60 | 2.25 | 3.46 | 3.44 | 6.56 | 9.27 | 4.11 | 7.95 |
| Draw Down(%) | NA | 0.34 | 1.07 | 12.62 | NA | NA | NA | … | … | 0.15 | 0.34 | 0.44 | 12.62 | 0.89 | 2.64 | 1.57 | 4.84 | 3.89 | 2.67 | 5.91 |
| Yield(%) | 0.00 | 2.30 | 2.21 | 2.53 | 2.71 | 1.81 | 1.36 | … | … | 0.64 | 2.09 | 1.88 | 2.55 | 2.91 | 2.94 | 2.71 | 2.82 | 3.00 | 3.39 | 1.03 |
Data as of 04/06/2023, 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 |
|---|---|---|---|---|
| IBDD (iShares iBonds Mar 2023 Term Corporate ETF) |
1.50%
Jan 2015 – Jan 2018 |
2.43%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDD (iShares iBonds Mar 2023 Term Corporate ETF) |
6.30%
Aug 2013 – Aug 2016 |
4.05%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart