Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) | 0.99% | 3.65% | 3.01% | 0.53% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) | 04/18/2019 | 06/05/2026 |
| 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 (%) | 0.25 | 3.65 | 3.01 | 0.53 | NA | NA | NA | … | … | 0.99 | 4.07 | 0.71 | 4.02 | -6.77 | -0.27 | 6.97 | 5.35 |
| Sharpe Ratio | NA | 0.78 | -0.04 | -0.68 | NA | NA | NA | … | … | -0.52 | 0.52 | -1.16 | 0.11 | -1.97 | -0.13 | 0.52 | 2.09 |
| Standard Deviation(%) | NA | 1.22 | 2.48 | 2.96 | NA | NA | NA | … | … | 1.32 | 2.28 | 2.52 | 3.46 | 4.17 | 2.18 | 12.97 | 3.03 |
| Draw Down(%) | NA | 1.15 | 3.57 | 11.52 | NA | NA | NA | … | … | 1.15 | 1.85 | 2.35 | 4.95 | 10.74 | 2.59 | 15.84 | 2.44 |
| Yield(%) | 0.20 | 2.47 | 2.35 | 1.78 | 1.27 | 0.84 | 0.63 | … | … | 1.02 | 2.47 | 2.30 | 1.96 | 1.16 | 1.04 | 1.30 | 1.07 |
Data as of 06/05/2026, Common starting date is 04/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) |
-2.38%
Sep 2020 – Sep 2023 |
0.14%
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 |
|---|---|---|---|---|
| IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) |
4.16%
Sep 2022 – Sep 2025 |
1.08%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart