Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDV (iShares iBonds Dec 2030 Term Corporate ETF) | 0.37% | 4.55% | 5.68% | 0.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDV (iShares iBonds Dec 2030 Term Corporate ETF) | 06/29/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 4.55 | 5.68 | 0.93 | NA | NA | NA | … | … | 0.37 | 8.19 | 3.42 | 8.46 | -14.74 | -2.74 | 5.09 |
| Sharpe Ratio | NA | 0.91 | 0.55 | -0.23 | NA | NA | NA | … | … | -0.40 | 1.35 | -0.04 | 0.66 | -1.65 | -0.52 | 2.23 |
| Standard Deviation(%) | NA | 2.93 | 4.90 | 6.46 | NA | NA | NA | … | … | 2.97 | 3.95 | 4.85 | 7.37 | 9.83 | 5.36 | 4.54 |
| Draw Down(%) | NA | 2.07 | 5.64 | 21.61 | NA | NA | NA | … | … | 2.07 | 2.34 | 2.96 | 6.55 | 19.78 | 6.17 | 2.06 |
| Yield(%) | 0.38 | 4.59 | 4.67 | 3.36 | 1.85 | 1.23 | 0.93 | … | … | 1.86 | 4.72 | 4.65 | 4.24 | 2.52 | 1.90 | 0.93 |
Data as of 06/04/2026, Common starting date is 06/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDV (iShares iBonds Dec 2030 Term Corporate ETF) |
-5.35%
Oct 2020 – Oct 2023 |
-0.15%
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 |
|---|---|---|---|---|
| IBDV (iShares iBonds Dec 2030 Term Corporate ETF) |
7.77%
Oct 2022 – Oct 2025 |
1.25%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart