Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEI (iShares 3-7 Year Treasury Bond ETF) | 4.54% | 7.01% | 2.60% | -0.40% | 1.48% | 1.84% | NA | 2.99% |
Data as of 06/30/2025, AR inception is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEI (iShares 3-7 Year Treasury Bond ETF) | 01/11/2007 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 7.01 | 2.60 | -0.40 | 1.48 | 1.84 | NA | 2.99 | 4.54 | 1.81 | 4.41 | -9.52 | -2.54 | 6.95 | 5.90 | 1.36 | 1.22 | 1.22 | 1.64 | 3.17 | -1.84 | 1.80 | 8.31 | 6.32 | -1.70 | 12.80 | 10.14 |
| Sharpe Ratio | NA | 0.74 | -0.09 | -0.53 | 0.03 | NA | NA | 0.46 | 1.45 | -0.43 | 0.12 | -1.78 | -0.97 | 2.05 | 1.37 | -0.01 | 0.23 | 0.33 | 0.45 | 1.13 | -0.64 | 0.74 | 2.05 | 1.41 | -0.32 | 1.70 | 1.66 |
| Standard Deviation(%) | NA | 4.06 | 5.28 | 4.67 | 3.94 | NA | NA | 4.15 | 4.19 | 4.16 | 6.08 | 6.16 | 2.65 | 3.26 | 3.24 | 2.34 | 2.46 | 3.03 | 3.55 | 2.80 | 2.93 | 2.39 | 4.03 | 4.42 | 5.53 | 6.92 | 4.45 |
| Draw Down(%) | NA | 3.66 | 7.15 | 14.60 | 14.60 | NA | NA | 14.60 | 1.78 | 3.24 | 5.31 | 11.95 | 3.06 | 1.84 | 1.95 | 2.28 | 1.98 | 4.31 | 2.16 | 1.24 | 4.16 | 2.00 | 2.04 | 4.37 | 5.72 | 5.25 | 1.97 |
| Yield(%) | 0.00 | 3.39 | 2.58 | 1.70 | 1.77 | 1.69 | 2.07 | 2.30 | 1.45 | 3.15 | 2.40 | 1.23 | 0.71 | 1.18 | 2.27 | 1.94 | 1.51 | 1.32 | 1.39 | 1.25 | 0.75 | 0.83 | 1.78 | 2.21 | 3.01 | 3.05 | 4.27 |
Data as of 06/30/2025, AR inception is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEI (iShares 3-7 Year Treasury Bond ETF) |
-4.23%
Oct 2020 - Oct 2023 |
-0.63%
Mar 2020 - Mar 2025 |
0.50%
Oct 2012 - Oct 2022 |
1.63%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEI (iShares 3-7 Year Treasury Bond ETF) |
8.40%
Jun 2007 - Jun 2010 |
7.10%
May 2007 - May 2012 |
4.13%
May 2007 - May 2017 |
3.33%
Feb 2007 - Feb 2022 |
Annualized Rolling Returns Comparison Chart