Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBHD (iShares iBonds 2024 Term High Yield and Income ETF) | NA | 6.10% | 4.32% | 3.83% | NA | NA | NA | … | … |
Data as of 12/19/2024, Common starting date is 05/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBHD (iShares iBonds 2024 Term High Yield and Income ETF) | 05/09/2019 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 6.10 | 4.32 | 3.83 | NA | NA | NA | … | … | 5.73 | 9.55 | -2.66 | 5.25 | 1.55 | 5.41 |
| Sharpe Ratio | NA | 1.64 | 0.27 | 0.24 | NA | NA | NA | … | … | 1.55 | 1.56 | -0.50 | 1.75 | 0.08 | 1.97 |
| Standard Deviation(%) | NA | 1.49 | 5.31 | 8.65 | NA | NA | NA | … | … | 1.46 | 3.82 | 8.25 | 2.98 | 16.73 | 3.64 |
| Draw Down(%) | NA | 0.52 | 8.20 | 20.12 | NA | NA | NA | … | … | 0.52 | 1.60 | 8.09 | 1.49 | 20.12 | 1.27 |
| Yield(%) | 0.00 | 5.55 | 5.48 | 5.17 | 2.94 | 1.96 | 1.47 | … | … | 5.54 | 7.04 | 4.56 | 4.47 | 5.25 | 3.65 |
Data as of 12/19/2024, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHD (iShares iBonds 2024 Term High Yield and Income ETF) |
0.63%
Jun 2019 – Jun 2022 |
3.91%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHD (iShares iBonds 2024 Term High Yield and Income ETF) |
6.83%
Mar 2020 – Mar 2023 |
4.10%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart