Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTF (iShares iBonds Dec 2025 Term Treasury ETF) | NA | 4.10% | 4.01% | 0.75% | NA | NA | NA | … | … |
Data as of 12/16/2025, Common starting date is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTF (iShares iBonds Dec 2025 Term Treasury ETF) | 03/02/2020 | 12/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.10 | 4.01 | 0.75 | NA | NA | NA | … | … | 3.81 | 4.60 | 4.18 | -6.18 | -2.27 | 3.43 |
| Sharpe Ratio | NA | 2.12 | 0.32 | -0.64 | NA | NA | NA | … | … | 1.97 | 0.98 | 0.18 | -1.99 | -1.13 | 1.11 |
| Standard Deviation(%) | NA | 0.55 | 1.86 | 2.43 | NA | NA | NA | … | … | 0.55 | 1.01 | 3.00 | 3.84 | 2.03 | 3.60 |
| Draw Down(%) | NA | 0.04 | 1.87 | 9.87 | NA | NA | NA | … | … | 0.04 | 0.43 | 1.87 | 7.74 | 2.61 | 1.87 |
| Yield(%) | 0.00 | 4.19 | 4.04 | 2.65 | 1.41 | 0.94 | 0.71 | … | … | 3.83 | 4.33 | 4.02 | 1.78 | 0.55 | 0.60 |
Data as of 12/16/2025, Common starting date is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTF (iShares iBonds Dec 2025 Term Treasury ETF) |
-2.52%
Jul 2020 – Jul 2023 |
0.35%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTF (iShares iBonds Dec 2025 Term Treasury ETF) |
4.45%
Oct 2022 – Oct 2025 |
0.74%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart