Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMH (iShares iBonds Sep 2019 Term Muni Bond ETF) | NA | 1.36% | 0.60% | 1.00% | NA | NA | NA | … | … |
Data as of 09/06/2019, Common starting date is 02/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMH (iShares iBonds Sep 2019 Term Muni Bond ETF) | 02/07/2014 | 09/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.36 | 0.60 | 1.00 | NA | NA | NA | … | … | 0.86 | 1.33 | 0.89 | -0.15 | 1.97 | 2.03 |
| Sharpe Ratio | NA | -0.20 | -0.31 | 0.16 | NA | NA | NA | … | … | -0.39 | 0.00 | 0.16 | -0.13 | 0.60 | 0.76 |
| Standard Deviation(%) | NA | 0.93 | 1.41 | 2.20 | NA | NA | NA | … | … | 0.73 | 1.24 | 1.61 | 2.61 | 3.23 | 2.95 |
| Draw Down(%) | NA | 0.20 | 2.09 | 2.47 | NA | NA | NA | … | … | 0.15 | 0.35 | 1.09 | 2.47 | 2.34 | 1.85 |
| Yield(%) | 0.00 | 1.04 | 0.99 | 1.02 | 0.58 | 0.38 | 0.29 | … | … | 0.70 | 1.05 | 0.93 | 1.00 | 1.09 | 0.95 |
Data as of 09/06/2019, Common starting date is 02/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMH (iShares iBonds Sep 2019 Term Muni Bond ETF) |
0.42%
Jan 2015 – Jan 2018 |
0.95%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMH (iShares iBonds Sep 2019 Term Muni Bond ETF) |
1.70%
Mar 2014 – Mar 2017 |
1.36%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart