Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDL (iShares iBonds Dec 2020 Term Corporate ETF) | NA | -0.13% | 1.03% | 1.67% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 12/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDL (iShares iBonds Dec 2020 Term Corporate ETF) | 12/08/2014 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -0.13 | 1.03 | 1.67 | NA | NA | NA | … | … | -0.13 | 2.83 | 0.45 | 2.49 | 2.80 | 2.02 | 0.42 |
| Sharpe Ratio | NA | -0.07 | 0.02 | 0.30 | NA | NA | NA | … | … | -0.07 | 1.43 | -0.93 | 1.12 | 0.94 | 0.38 | 0.32 |
| Standard Deviation(%) | NA | 5.56 | 3.42 | 3.00 | NA | NA | NA | … | … | 5.66 | 1.00 | 0.94 | 1.67 | 2.74 | 5.31 | 21.26 |
| Draw Down(%) | NA | 5.29 | 5.44 | 5.44 | NA | NA | NA | … | … | 5.29 | 0.47 | 0.84 | 0.67 | 2.68 | 3.73 | 3.97 |
| Yield(%) | 0.00 | 0.26 | 1.22 | 1.51 | 0.99 | 0.66 | 0.49 | … | … | 0.27 | 1.53 | 1.75 | 2.16 | 1.68 | 2.42 | 0.00 |
Data as of 12/17/2020, Common starting date is 12/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDL (iShares iBonds Dec 2020 Term Corporate ETF) |
0.87%
Apr 2015 – Apr 2018 |
1.34%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDL (iShares iBonds Dec 2020 Term Corporate ETF) |
2.23%
Feb 2016 – Feb 2019 |
1.89%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart