Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTG (iShares iBonds Dec 2026 Term Treasury ETF) | 1.44% | 4.07% | 4.06% | 0.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTG (iShares iBonds Dec 2026 Term Treasury ETF) | 03/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.07 | 4.06 | 0.85 | NA | NA | NA | … | … | 1.44 | 4.43 | 3.94 | 4.39 | -8.20 | -3.09 | 3.93 |
| Sharpe Ratio | NA | 2.53 | 0.51 | -0.52 | NA | NA | NA | … | … | 1.95 | 1.83 | 0.17 | 0.17 | -1.89 | -1.15 | 1.01 |
| Standard Deviation(%) | NA | 0.61 | 1.90 | 3.27 | NA | NA | NA | … | … | 0.52 | 0.84 | 1.94 | 4.31 | 5.13 | 2.72 | 4.57 |
| Draw Down(%) | NA | 0.09 | 1.63 | 12.33 | NA | NA | NA | … | … | 0.05 | 0.23 | 1.11 | 2.84 | 10.32 | 3.48 | 2.79 |
| Yield(%) | 0.32 | 3.96 | 3.95 | 2.82 | 1.51 | 1.01 | 0.75 | … | … | 1.61 | 4.04 | 4.08 | 3.63 | 1.86 | 0.63 | 0.55 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IBTG (iShares iBonds Dec 2026 Term Treasury ETF) |
-3.56%
Jul 2020 – Jul 2023 |
-0.34%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTG (iShares iBonds Dec 2026 Term Treasury ETF) |
4.51%
Oct 2022 – Oct 2025 |
0.87%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart