Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMG (iShares iBonds Sep 2018 Term Muni Bd ETF) | NA | 0.44% | 0.68% | 1.32% | NA | NA | NA | … | … |
Data as of 09/10/2018, Common starting date is 03/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMG (iShares iBonds Sep 2018 Term Muni Bd ETF) | 03/22/2013 | 09/10/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 0.44 | 0.68 | 1.32 | NA | NA | NA | … | … | 0.72 | 0.73 | 0.39 | 0.55 | 2.23 | 1.23 |
| Sharpe Ratio | NA | -0.39 | 0.07 | 0.43 | NA | NA | NA | … | … | -0.14 | 0.06 | 0.11 | 0.18 | 0.82 | 0.26 |
| Standard Deviation(%) | NA | 1.27 | 1.66 | 2.28 | NA | NA | NA | … | … | 1.27 | 1.59 | 1.67 | 2.98 | 2.71 | 5.91 |
| Draw Down(%) | NA | 0.52 | 1.14 | 1.60 | NA | NA | NA | … | … | 0.28 | 0.53 | 1.14 | 1.50 | 1.60 | 5.48 |
| Yield(%) | 0.00 | 0.71 | 0.82 | 0.89 | 0.48 | 0.32 | 0.24 | … | … | 0.52 | 0.77 | 0.87 | 0.94 | 0.96 | 0.67 |
Data as of 09/10/2018, Common starting date is 03/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMG (iShares iBonds Sep 2018 Term Muni Bd ETF) |
0.29%
Jan 2015 – Jan 2018 |
0.72%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMG (iShares iBonds Sep 2018 Term Muni Bd ETF) |
2.30%
Aug 2013 – Aug 2016 |
1.53%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart