Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMN (iShares iBonds Dec 2025 Term Muni Bond ETF) | NA | 2.63% | 2.35% | 0.49% | NA | NA | NA | … | … |
Data as of 12/02/2025, Common starting date is 11/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMN (iShares iBonds Dec 2025 Term Muni Bond ETF) | 11/16/2018 | 12/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 2.63 | 2.35 | 0.49 | NA | NA | NA | … | … | 2.51 | 2.29 | 2.44 | -4.43 | -0.40 | 4.81 | 6.89 | 2.91 |
| Sharpe Ratio | NA | -0.18 | -0.65 | -0.97 | NA | NA | NA | … | … | -0.10 | -1.24 | -0.66 | -2.21 | -0.29 | 0.48 | 2.78 | 12.02 |
| Standard Deviation(%) | NA | 1.79 | 1.64 | 1.85 | NA | NA | NA | … | … | 1.85 | 1.08 | 1.87 | 2.66 | 1.44 | 9.52 | 1.95 | 2.30 |
| Draw Down(%) | NA | 1.10 | 2.02 | 7.37 | NA | NA | NA | … | … | 1.10 | 0.56 | 2.02 | 6.68 | 1.42 | 12.37 | 2.07 | 0.16 |
| Yield(%) | 0.21 | 2.38 | 1.97 | 1.43 | 1.11 | 0.74 | 0.56 | … | … | 2.04 | 2.04 | 1.72 | 0.92 | 0.69 | 1.15 | 1.73 | 0.23 |
Data as of 12/02/2025, Common starting date is 11/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMN (iShares iBonds Dec 2025 Term Muni Bond ETF) |
-1.46%
Sep 2020 – Sep 2023 |
0.37%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMN (iShares iBonds Dec 2025 Term Muni Bond ETF) |
3.72%
Dec 2018 – Dec 2021 |
1.78%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart