Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTI (iShares iBonds Dec 2028 Term Treasury ETF) | 0.40% | 3.38% | 3.75% | 0.20% | 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 |
|---|---|---|
| IBTI (iShares iBonds Dec 2028 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 | 3.38 | 3.75 | 0.20 | NA | NA | NA | … | … | 0.40 | 6.15 | 2.54 | 4.62 | -11.31 | -3.53 | 3.40 |
| Sharpe Ratio | NA | 0.52 | 0.18 | -0.45 | NA | NA | NA | … | … | -0.92 | 1.35 | -0.29 | 0.15 | -1.74 | -0.86 | 0.62 |
| Standard Deviation(%) | NA | 1.85 | 3.56 | 5.03 | NA | NA | NA | … | … | 1.65 | 2.42 | 3.74 | 6.44 | 7.34 | 4.11 | 6.44 |
| Draw Down(%) | NA | 1.05 | 3.75 | 16.16 | NA | NA | NA | … | … | 1.05 | 1.24 | 2.79 | 5.42 | 14.02 | 4.68 | 4.63 |
| Yield(%) | 0.32 | 3.79 | 3.78 | 2.61 | 1.38 | 0.92 | 0.69 | … | … | 1.52 | 3.96 | 3.88 | 3.29 | 1.50 | 0.86 | 0.57 |
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 |
|---|---|---|---|---|
| IBTI (iShares iBonds Dec 2028 Term Treasury ETF) |
-5.28%
Sep 2020 – Sep 2023 |
-1.29%
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 |
|---|---|---|---|---|
| IBTI (iShares iBonds Dec 2028 Term Treasury ETF) |
4.85%
Oct 2022 – Oct 2025 |
0.49%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart