Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMK (iShares iBonds Dec 2022 Term Muni Bond ETF) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 12/15/2022, Common starting date is 09/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMK (iShares iBonds Dec 2022 Term Muni Bond ETF) | 09/04/2015 | 12/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 0.08 | 2.16 | 3.73 | 1.29 | 2.77 | -0.09 | 3.41 |
| Sharpe Ratio | NA | -0.58 | 0.15 | 0.27 | NA | NA | NA | … | … | -0.59 | 0.06 | 0.38 | 1.79 | -0.01 | 0.92 | -0.08 | 3.38 |
| Standard Deviation(%) | NA | 1.19 | 3.08 | 2.63 | NA | NA | NA | … | … | 1.19 | 1.06 | 5.09 | 1.30 | 1.98 | 2.33 | 3.83 | 3.23 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 0.34 | 6.47 | 0.93 | 1.45 | 2.64 | 5.30 | 0.98 |
| Yield(%) | 0.00 | 1.11 | 1.24 | 1.36 | 1.04 | 0.69 | 0.52 | … | … | 0.98 | 1.22 | 1.40 | 1.56 | 1.51 | 1.45 | 1.32 | 0.62 |
Data as of 12/15/2022, Common starting date is 09/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMK (iShares iBonds Dec 2022 Term Muni Bond ETF) |
0.82%
Aug 2019 – Aug 2022 |
1.03%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMK (iShares iBonds Dec 2022 Term Muni Bond ETF) |
2.87%
Nov 2016 – Nov 2019 |
2.19%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart