Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDQ (iShares iBonds Dec 2025 Term Corporate ETF) | NA | 4.35% | 4.70% | 1.42% | 3.63% | NA | NA | … | … |
Data as of 12/16/2025, Common starting date is 03/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDQ (iShares iBonds Dec 2025 Term Corporate ETF) | 03/13/2015 | 12/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.35 | 4.70 | 1.42 | 3.63 | NA | NA | … | … | 4.13 | 5.12 | 5.28 | -5.96 | -1.52 | 8.27 | 13.59 | -2.39 | 6.28 | 4.08 | -1.85 |
| Sharpe Ratio | NA | 2.29 | 0.75 | -0.35 | 0.49 | NA | NA | … | … | 2.28 | 1.60 | 0.61 | -1.71 | -0.72 | 0.90 | 3.75 | -1.07 | 1.38 | 0.71 | -0.32 |
| Standard Deviation(%) | NA | 0.62 | 1.71 | 2.54 | 4.27 | NA | NA | … | … | 0.62 | 0.94 | 2.69 | 4.35 | 2.15 | 8.89 | 3.23 | 3.55 | 4.10 | 5.41 | 7.19 |
| Draw Down(%) | NA | 0.20 | 1.83 | 9.66 | 15.19 | NA | NA | … | … | 0.20 | 0.36 | 1.83 | 8.27 | 2.01 | 15.19 | 1.69 | 4.20 | 2.07 | 6.10 | 5.79 |
| Yield(%) | 0.00 | 4.11 | 3.70 | 2.82 | 3.20 | 2.14 | 1.60 | … | … | 3.78 | 3.86 | 3.32 | 2.06 | 2.00 | 2.65 | 3.50 | 3.33 | 3.37 | 2.55 | 1.41 |
Data as of 12/16/2025, 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 |
|---|---|---|---|---|
| IBDQ (iShares iBonds Dec 2025 Term Corporate ETF) |
-1.28%
Aug 2020 – Aug 2023 |
1.37%
Jul 2020 – Jul 2025 |
3.02%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDQ (iShares iBonds Dec 2025 Term Corporate ETF) |
7.27%
Apr 2018 – Apr 2021 |
5.84%
Dec 2015 – Dec 2020 |
3.54%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart