Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTD (iShares iBonds Dec 2023 Term Treasury ETF) | NA | 11,626.27% | 386.46% | NA | NA | NA | NA | … | … |
Data as of 12/22/2023, Common starting date is 03/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTD (iShares iBonds Dec 2023 Term Treasury ETF) | 03/04/2020 | 12/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 11,626.27 | 386.46 | NA | NA | NA | NA | … | … | 11,626.27 | -1.33 | -0.51 | 1.86 |
| Sharpe Ratio | NA | 24.58 | 1.41 | NA | NA | NA | NA | … | … | 27.36 | -2.38 | -0.68 | 1.17 |
| Standard Deviation(%) | NA | 472.74 | 272.77 | NA | NA | NA | NA | … | … | 477.52 | 1.14 | 0.77 | 1.85 |
| Draw Down(%) | NA | 1.20 | 2.85 | NA | NA | NA | NA | … | … | 1.20 | 2.28 | 0.70 | 0.97 |
| Yield(%) | 0.00 | 4.21 | 2.01 | 1.30 | 0.65 | 0.43 | 0.33 | … | … | 4.21 | 1.73 | 0.27 | 0.39 |
Data as of 12/22/2023, Common starting date is 03/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTD (iShares iBonds Dec 2023 Term Treasury ETF) |
-0.05%
Apr 2020 – Apr 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTD (iShares iBonds Dec 2023 Term Treasury ETF) |
0.84%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart