Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDU (iShares iBonds Dec 2029 Term Corporate ETF) | 0.61% | 4.54% | 5.73% | 1.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDU (iShares iBonds Dec 2029 Term Corporate ETF) | 09/20/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 4.54 | 5.73 | 1.29 | NA | NA | NA | … | … | 0.61 | 7.62 | 3.62 | 8.59 | -13.02 | -2.07 | 10.35 | 1.74 |
| Sharpe Ratio | NA | 1.10 | 0.64 | -0.20 | NA | NA | NA | … | … | -0.36 | 1.45 | 0.00 | 0.71 | -1.70 | -0.43 | 0.76 | 1.07 |
| Standard Deviation(%) | NA | 2.26 | 4.32 | 5.72 | NA | NA | NA | … | … | 2.19 | 3.28 | 4.18 | 7.02 | 8.51 | 4.88 | 13.25 | 4.95 |
| Draw Down(%) | NA | 1.59 | 4.19 | 19.44 | NA | NA | NA | … | … | 1.59 | 1.99 | 2.63 | 5.02 | 17.65 | 5.25 | 18.22 | 1.65 |
| Yield(%) | 0.38 | 4.65 | 4.75 | 3.53 | 2.29 | 1.53 | 1.14 | … | … | 1.89 | 4.79 | 4.71 | 4.36 | 2.83 | 2.19 | 2.60 | 0.75 |
Data as of 06/04/2026, Common starting date is 09/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDU (iShares iBonds Dec 2029 Term Corporate ETF) |
-4.21%
Oct 2020 – Oct 2023 |
0.29%
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 |
|---|---|---|---|---|
| IBDU (iShares iBonds Dec 2029 Term Corporate ETF) |
7.51%
Oct 2022 – Oct 2025 |
2.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart