Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICVT (iShares Convertible Bond ETF) | 25.39% | 41.66% | 20.87% | 7.81% | 14.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICVT (iShares Convertible Bond ETF) | 06/04/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 41.66 | 20.87 | 7.81 | 14.05 | NA | NA | … | … | 25.39 | 18.10 | 10.61 | 15.35 | -20.66 | -0.66 | 61.00 | 21.76 | -0.27 | 16.38 | 8.87 | -6.13 |
| Sharpe Ratio | NA | 2.71 | 1.55 | 0.37 | 0.78 | NA | NA | … | … | 3.68 | 1.24 | 0.82 | 1.33 | -1.20 | -0.04 | 1.98 | 2.03 | -0.12 | 2.26 | 0.59 | -0.94 |
| Standard Deviation(%) | NA | 14.23 | 11.43 | 13.22 | 15.55 | NA | NA | … | … | 17.31 | 12.36 | 8.56 | 8.86 | 18.53 | 17.76 | 30.48 | 10.00 | 13.33 | 6.99 | 14.64 | 11.01 |
| Draw Down(%) | NA | 7.55 | 11.22 | 29.95 | 33.25 | NA | NA | … | … | 6.17 | 11.22 | 4.76 | 9.69 | 23.43 | 15.55 | 32.18 | 6.56 | 13.81 | 3.02 | 12.50 | 10.68 |
| Yield(%) | 0.11 | 1.80 | 2.35 | 2.75 | 5.26 | 3.31 | 2.49 | … | … | 0.62 | 2.00 | 2.39 | 2.09 | 1.50 | 7.10 | 6.06 | 2.23 | 4.56 | 2.87 | 2.48 | 1.35 |
Data as of 06/04/2026, Common starting date is 06/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVT (iShares Convertible Bond ETF) |
-5.60%
Feb 2021 – Feb 2024 |
3.27%
Feb 2021 – Feb 2026 |
10.32%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVT (iShares Convertible Bond ETF) |
27.13%
Feb 2018 – Feb 2021 |
23.55%
Feb 2016 – Feb 2021 |
13.74%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart