Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDS (iShares iBonds Dec 2027 Term Corporate ETF) | 1.27% | 4.48% | 5.33% | 1.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDS (iShares iBonds Dec 2027 Term Corporate ETF) | 09/19/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 4.48 | 5.33 | 1.47 | NA | NA | NA | … | … | 1.27 | 5.86 | 4.61 | 6.38 | -9.49 | -1.48 | 8.96 | 15.08 | -2.76 | 1.30 |
| Sharpe Ratio | NA | 1.86 | 0.81 | -0.25 | NA | NA | NA | … | … | 0.73 | 1.79 | 0.38 | 0.56 | -1.59 | -0.45 | 0.76 | 3.24 | -0.89 | 0.95 |
| Standard Deviation(%) | NA | 1.10 | 2.67 | 4.18 | NA | NA | NA | … | … | 0.93 | 1.67 | 2.63 | 4.94 | 6.90 | 3.38 | 11.42 | 4.19 | 4.67 | 4.05 |
| Draw Down(%) | NA | 0.43 | 2.31 | 14.90 | NA | NA | NA | … | … | 0.43 | 0.91 | 1.30 | 3.29 | 13.41 | 3.12 | 16.75 | 2.34 | 5.50 | 1.16 |
| Yield(%) | 0.36 | 4.32 | 4.36 | 3.29 | 2.97 | 1.98 | 1.49 | … | … | 1.76 | 4.41 | 4.39 | 3.89 | 2.54 | 2.11 | 2.82 | 3.69 | 3.44 | 0.97 |
Data as of 06/04/2026, Common starting date is 09/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDS (iShares iBonds Dec 2027 Term Corporate ETF) |
-2.58%
Oct 2020 – Oct 2023 |
0.92%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDS (iShares iBonds Dec 2027 Term Corporate ETF) |
8.06%
Jul 2018 – Jul 2021 |
3.53%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart