Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDK (iShares iBonds Dec 2019 Term Corporate ETF) | NA | 2.45% | 2.19% | NA | NA | NA | NA | … | … |
Data as of 12/18/2019, Common starting date is 03/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDK (iShares iBonds Dec 2019 Term Corporate ETF) | 03/13/2015 | 12/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 2.45 | 2.19 | NA | NA | NA | NA | … | … | 2.16 | 1.82 | 1.82 | 2.84 | 0.25 |
| Sharpe Ratio | NA | 1.53 | 1.24 | NA | NA | NA | NA | … | … | 1.25 | 0.59 | 1.13 | 0.99 | 0.07 |
| Standard Deviation(%) | NA | 0.66 | 0.91 | NA | NA | NA | NA | … | … | 0.64 | 0.82 | 1.05 | 2.65 | 4.19 |
| Draw Down(%) | NA | 0.12 | 0.43 | NA | NA | NA | NA | … | … | 0.12 | 0.29 | 0.43 | 1.47 | 2.64 |
| Yield(%) | 0.00 | 2.05 | 2.12 | 1.71 | 0.86 | 0.57 | 0.43 | … | … | 1.88 | 2.08 | 1.88 | 1.86 | 0.86 |
Data as of 12/18/2019, Common starting date is 03/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDK (iShares iBonds Dec 2019 Term Corporate ETF) |
1.27%
Apr 2015 – Apr 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDK (iShares iBonds Dec 2019 Term Corporate ETF) |
2.16%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart