Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDT (iShares iBonds Dec 2028 Term Corporate ETF) | 0.86% | 4.49% | 5.59% | 1.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDT (iShares iBonds Dec 2028 Term Corporate ETF) | 09/21/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.49 | 5.59 | 1.43 | NA | NA | NA | … | … | 0.86 | 7.04 | 3.97 | 7.76 | -11.37 | -1.90 | 9.59 | 15.18 | 0.77 |
| Sharpe Ratio | NA | 1.28 | 0.73 | -0.20 | NA | NA | NA | … | … | -0.28 | 1.78 | 0.10 | 0.71 | -1.58 | -0.44 | 0.77 | 2.93 | 0.23 |
| Standard Deviation(%) | NA | 1.63 | 3.46 | 5.08 | NA | NA | NA | … | … | 1.53 | 2.34 | 3.39 | 5.86 | 8.13 | 4.39 | 12.00 | 4.68 | 5.26 |
| Draw Down(%) | NA | 1.01 | 3.15 | 17.64 | NA | NA | NA | … | … | 1.01 | 1.31 | 2.15 | 4.14 | 15.82 | 4.24 | 17.79 | 2.61 | 1.82 |
| Yield(%) | 0.37 | 4.54 | 4.63 | 3.49 | 2.95 | 1.97 | 1.48 | … | … | 1.83 | 4.66 | 4.65 | 4.22 | 2.79 | 2.35 | 2.98 | 3.70 | 1.46 |
Data as of 06/04/2026, Common starting date is 09/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDT (iShares iBonds Dec 2028 Term Corporate ETF) |
-3.39%
Oct 2020 – Oct 2023 |
0.59%
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 |
|---|---|---|---|---|
| IBDT (iShares iBonds Dec 2028 Term Corporate ETF) |
8.02%
Oct 2018 – Oct 2021 |
3.41%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart