Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) | 0.93% | 3.02% | 2.94% | 0.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) | 04/11/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 3.02 | 2.94 | 0.59 | NA | NA | NA | … | … | 0.93 | 3.52 | 1.28 | 3.49 | -6.11 | -0.18 | 6.25 | 4.89 |
| Sharpe Ratio | NA | 0.32 | -0.08 | -0.75 | NA | NA | NA | … | … | -0.37 | 0.35 | -1.12 | -0.06 | -2.04 | -0.11 | 0.50 | 2.02 |
| Standard Deviation(%) | NA | 1.09 | 2.02 | 2.57 | NA | NA | NA | … | … | 1.18 | 1.82 | 2.10 | 3.05 | 3.72 | 1.86 | 11.87 | 2.71 |
| Draw Down(%) | NA | 0.57 | 2.63 | 9.99 | NA | NA | NA | … | … | 0.55 | 1.26 | 1.54 | 3.89 | 9.41 | 2.22 | 15.26 | 2.24 |
| Yield(%) | 0.21 | 2.51 | 2.39 | 1.80 | 1.25 | 0.84 | 0.63 | … | … | 1.04 | 2.49 | 2.32 | 2.08 | 1.17 | 0.85 | 1.21 | 1.09 |
Data as of 06/04/2026, Common starting date is 04/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) |
-2.06%
Sep 2020 – Sep 2023 |
0.26%
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 |
|---|---|---|---|---|
| IBMP (iShares iBonds Dec 2027 Term Muni Bond ETF) |
3.73%
Sep 2022 – Sep 2025 |
1.20%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
