Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDW (iShares iBonds Dec 2031 Term Corporate ETF) | 0.24% | 5.04% | 6.00% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDW (iShares iBonds Dec 2031 Term Corporate ETF) | 06/28/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 5.04 | 6.00 | NA | NA | NA | NA | … | … | 0.24 | 9.07 | 2.96 | 9.35 | -17.12 | -0.11 |
| Sharpe Ratio | NA | 0.91 | 0.54 | NA | NA | NA | NA | … | … | -0.41 | 1.34 | -0.13 | 0.68 | -1.70 | -0.05 |
| Standard Deviation(%) | NA | 3.54 | 5.59 | NA | NA | NA | NA | … | … | 3.59 | 4.65 | 5.31 | 8.40 | 10.94 | 5.09 |
| Draw Down(%) | NA | 2.40 | 6.59 | NA | NA | NA | NA | … | … | 2.40 | 2.88 | 3.59 | 7.77 | 22.18 | 3.68 |
| Yield(%) | 0.40 | 4.80 | 4.96 | 3.45 | 1.73 | 1.15 | 0.86 | … | … | 1.95 | 4.95 | 4.93 | 4.66 | 2.97 | 0.89 |
Data as of 06/04/2026, Common starting date is 06/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDW (iShares iBonds Dec 2031 Term Corporate ETF) |
-3.15%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDW (iShares iBonds Dec 2031 Term Corporate ETF) |
8.20%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart