Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMM (iShares iBonds Dec 2024 Term Muni Bond) | NA | 2.98% | 0.70% | 1.22% | NA | NA | NA | … | … |
Data as of 12/02/2024, Common starting date is 03/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMM (iShares iBonds Dec 2024 Term Muni Bond) | 03/23/2018 | 12/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 2.98 | 0.70 | 1.22 | NA | NA | NA | … | … | 2.32 | 2.50 | -2.87 | -0.04 | 3.75 | 5.66 | 3.15 |
| Sharpe Ratio | NA | -3.59 | -2.15 | -0.33 | NA | NA | NA | … | … | -3.91 | -1.31 | -2.05 | -0.05 | 0.43 | 2.68 | 1.19 |
| Standard Deviation(%) | NA | 1.10 | 1.57 | 3.87 | NA | NA | NA | … | … | 1.12 | 1.34 | 2.08 | 1.31 | 8.11 | 1.59 | 2.28 |
| Draw Down(%) | NA | 0.38 | 4.71 | 11.43 | NA | NA | NA | … | … | 0.38 | 1.12 | 4.64 | 0.77 | 11.43 | 1.70 | 1.59 |
| Yield(%) | 0.00 | 2.00 | 1.54 | 1.43 | 1.05 | 0.70 | 0.53 | … | … | 2.08 | 1.72 | 1.12 | 0.96 | 1.27 | 1.78 | 1.48 |
Data as of 12/02/2024, Common starting date is 03/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMM (iShares iBonds Dec 2024 Term Muni Bond) |
-0.64%
Jul 2020 – Jul 2023 |
1.02%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMM (iShares iBonds Dec 2024 Term Muni Bond) |
4.36%
Apr 2018 – Apr 2021 |
2.06%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart