Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBML (iShares iBonds Dec 2023 Term Muni Bond ETF) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 12/12/2023, Common starting date is 04/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBML (iShares iBonds Dec 2023 Term Muni Bond ETF) | 04/13/2017 | 12/12/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -1.12 | 0.03 | 2.85 | 4.57 | 1.25 | 1.28 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -1.71 | 0.01 | 0.43 | 2.06 | -0.02 | 0.43 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.46 | 1.06 | 6.08 | 1.54 | 2.55 | 2.51 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 2.32 | 0.50 | 8.53 | 1.49 | 1.97 | 2.64 |
| Yield(%) | 0.00 | 1.74 | 1.25 | 1.44 | 0.97 | 0.64 | 0.48 | … | … | 1.63 | 1.08 | 1.03 | 1.44 | 1.72 | 1.66 | 0.97 |
Data as of 12/12/2023, Common starting date is 04/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBML (iShares iBonds Dec 2023 Term Muni Bond ETF) |
0.09%
Jul 2020 – Jul 2023 |
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 |
|---|---|---|---|---|
| IBML (iShares iBonds Dec 2023 Term Muni Bond ETF) |
3.48%
Apr 2018 – Apr 2021 |
2.08%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart