Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTH (iShares iBonds Dec 2027 Term Treasury ETF) | 0.96% | 3.70% | 3.93% | 0.48% | 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 |
|---|---|---|
| IBTH (iShares iBonds Dec 2027 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 (%) | 0.00 | 3.70 | 3.93 | 0.48 | NA | NA | NA | … | … | 0.96 | 5.27 | 3.24 | 4.36 | -9.73 | -3.47 | 3.46 |
| Sharpe Ratio | NA | 1.08 | 0.30 | -0.47 | NA | NA | NA | … | … | -0.17 | 1.42 | -0.13 | 0.13 | -1.79 | -0.93 | 0.91 |
| Standard Deviation(%) | NA | 1.20 | 2.76 | 4.22 | NA | NA | NA | … | … | 0.85 | 1.69 | 2.92 | 5.46 | 6.27 | 3.74 | 4.45 |
| Draw Down(%) | NA | 0.38 | 2.58 | 14.44 | NA | NA | NA | … | … | 0.38 | 0.82 | 1.89 | 4.11 | 12.21 | 4.16 | 3.13 |
| Yield(%) | 0.31 | 3.82 | 3.87 | 2.75 | 1.45 | 0.97 | 0.73 | … | … | 1.53 | 3.97 | 4.01 | 3.62 | 1.78 | 0.69 | 0.52 |
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 |
|---|---|---|---|---|
| IBTH (iShares iBonds Dec 2027 Term Treasury ETF) |
-4.52%
Sep 2020 – Sep 2023 |
-0.91%
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 |
|---|---|---|---|---|
| IBTH (iShares iBonds Dec 2027 Term Treasury ETF) |
4.64%
Oct 2022 – Oct 2025 |
0.68%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart