Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDM (iShares Trust – iShares iBonds Dec 2021 Term Corporate ETF) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 12/27/2021, Common starting date is 03/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDM (iShares Trust – iShares iBonds Dec 2021 Term Corporate ETF) | 03/13/2015 | 12/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 2.12 | 5.28 | 0.82 | 2.87 | 3.68 | -0.86 |
| Sharpe Ratio | NA | 0.19 | 0.58 | 0.54 | NA | NA | NA | … | … | 0.13 | 0.31 | 3.44 | -0.36 | 0.93 | 0.95 | -0.22 |
| Standard Deviation(%) | NA | 0.57 | 3.60 | 3.07 | NA | NA | NA | … | … | 0.57 | 6.10 | 1.13 | 1.44 | 2.42 | 3.64 | 4.97 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 9.09 | 0.48 | 1.28 | 1.03 | 3.28 | 3.44 |
| Yield(%) | NA | 0.84 | 2.00 | 2.20 | 1.40 | 0.94 | 0.70 | … | … | 0.84 | 2.30 | 2.76 | 2.56 | 2.46 | 2.08 | 1.11 |
Data as of 12/27/2021, 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 |
|---|---|---|---|---|
| IBDM (iShares Trust – iShares iBonds Dec 2021 Term Corporate ETF) |
1.08%
Apr 2015 – Apr 2018 |
1.74%
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 |
|---|---|---|---|---|
| IBDM (iShares Trust – iShares iBonds Dec 2021 Term Corporate ETF) |
3.09%
Apr 2018 – Apr 2021 |
2.94%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart