Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGEB (iShares Investment Grade Systematic Bond ETF) | 0.60% | 5.56% | 5.99% | 1.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGEB (iShares Investment Grade Systematic Bond ETF) | 07/14/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.56 | 5.99 | 1.14 | NA | NA | NA | … | … | 0.60 | 8.17 | 3.11 | 9.54 | -14.85 | -1.11 | 11.22 | 15.43 | -2.05 | 0.97 |
| Sharpe Ratio | NA | 0.88 | 0.52 | -0.19 | NA | NA | NA | … | … | -0.18 | 1.04 | -0.09 | 0.79 | -1.75 | -0.22 | 1.05 | 3.48 | -0.95 | 0.47 |
| Standard Deviation(%) | NA | 4.17 | 5.74 | 6.70 | NA | NA | NA | … | … | 4.62 | 5.10 | 5.49 | 7.54 | 9.34 | 5.25 | 10.38 | 4.01 | 3.61 | 2.77 |
| Draw Down(%) | NA | 2.88 | 5.97 | 21.14 | NA | NA | NA | … | … | 2.88 | 3.06 | 3.54 | 6.58 | 19.74 | 5.00 | 16.51 | 2.43 | 4.48 | 0.93 |
| Yield(%) | 0.42 | 5.07 | 5.11 | 3.94 | 3.68 | 2.45 | 1.84 | … | … | 2.09 | 5.07 | 5.02 | 4.78 | 3.01 | 3.67 | 4.03 | 6.13 | 3.40 | 1.34 |
Data as of 06/04/2026, Common starting date is 07/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGEB (iShares Investment Grade Systematic Bond ETF) |
-4.77%
Oct 2020 – Oct 2023 |
0.21%
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 |
|---|---|---|---|---|
| IGEB (iShares Investment Grade Systematic Bond ETF) |
8.92%
Oct 2018 – Oct 2021 |
3.44%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart