Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTAX (iShares TIPS Bond ETF 529 Portfolio Cl A) | 1.42% | 4.47% | 3.69% | 0.77% | 2.30% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTAX (iShares TIPS Bond ETF 529 Portfolio Cl A) | 10/23/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 4.47 | 3.69 | 0.77 | 2.30 | NA | NA | … | … | 1.42 | 6.48 | 1.44 | 3.36 | -12.34 | 5.43 | 10.57 | 7.91 | -1.52 | 2.59 | 4.32 | -1.80 | 2.73 | -2.55 |
| Sharpe Ratio | NA | 0.62 | 0.11 | -0.27 | 0.13 | NA | NA | … | … | 0.36 | 0.86 | -1.11 | -0.13 | -1.45 | 1.12 | 1.17 | 1.66 | -0.90 | 0.54 | 0.87 | -0.33 | 0.58 | -2.72 |
| Standard Deviation(%) | NA | 3.35 | 4.64 | 6.22 | 5.77 | NA | NA | … | … | 3.32 | 4.28 | 4.66 | 6.83 | 9.49 | 4.80 | 8.79 | 3.92 | 3.14 | 3.63 | 4.74 | 5.53 | 4.64 | 4.77 |
| Draw Down(%) | NA | 1.97 | 4.47 | 14.88 | 14.88 | NA | NA | … | … | 1.97 | 2.80 | 3.69 | 6.27 | 14.41 | 3.00 | 11.22 | 2.45 | 3.42 | 1.94 | 4.73 | 5.54 | 3.49 | 3.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTAX (iShares TIPS Bond ETF 529 Portfolio Cl A) |
-2.74%
Dec 2021 – Dec 2024 |
0.63%
Dec 2020 – Dec 2025 |
1.37%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTAX (iShares TIPS Bond ETF 529 Portfolio Cl A) |
7.96%
Nov 2018 – Nov 2021 |
4.91%
Dec 2016 – Dec 2021 |
2.64%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart