Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDP (iShares iBonds Dec 2024 Term Corporate ETF) | NA | 5.36% | 2.05% | 2.37% | NA | NA | NA | … | … |
Data as of 12/19/2024, Common starting date is 03/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDP (iShares iBonds Dec 2024 Term Corporate ETF) | 03/13/2015 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.36 | 2.05 | 2.37 | NA | NA | NA | … | … | 4.60 | 5.11 | -3.83 | -0.59 | 6.15 | 10.99 | -1.38 | 5.61 | 4.43 | -1.78 |
| Sharpe Ratio | NA | -2.66 | -1.06 | -0.03 | NA | NA | NA | … | … | -3.13 | 0.58 | -1.71 | -0.42 | 0.56 | 3.46 | -0.91 | 1.42 | 0.84 | -0.34 |
| Standard Deviation(%) | NA | 0.63 | 2.01 | 4.97 | NA | NA | NA | … | … | 0.63 | 1.48 | 3.06 | 1.46 | 10.44 | 2.77 | 2.97 | 3.53 | 5.01 | 6.51 |
| Draw Down(%) | NA | 0.36 | 5.47 | 17.06 | NA | NA | NA | … | … | 0.36 | 0.69 | 5.47 | 1.37 | 17.06 | 1.47 | 3.53 | 1.86 | 5.35 | 5.27 |
| Yield(%) | 0.00 | 3.98 | 2.89 | 2.70 | 2.71 | 1.81 | 1.35 | … | … | 3.97 | 3.06 | 1.94 | 1.82 | 2.59 | 3.37 | 3.20 | 3.21 | 2.44 | 1.37 |
Data as of 12/19/2024, 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 |
|---|---|---|---|---|
| IBDP (iShares iBonds Dec 2024 Term Corporate ETF) |
-0.27%
Jul 2020 – Jul 2023 |
1.93%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDP (iShares iBonds Dec 2024 Term Corporate ETF) |
6.19%
Apr 2018 – Apr 2021 |
5.08%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart