Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) 0.34% 5.84% 6.30% 1.36% 3.04% 3.17% NA
Data as of 06/04/2026, Common starting date is 01/11/2007
More Performance Analytics Comparison
Name Start Date End Date
IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) 01/11/2007 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 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.06 5.84 6.30 1.36 3.04 3.17 NA 0.34 9.58 3.49 9.22 -14.00 -1.85 9.64 14.60 -0.71 3.50 3.32 0.58 3.86 -0.42 7.20 5.82 6.81 12.68 -0.73 5.95
Sharpe Ratio NA 0.99 0.60 -0.16 0.24 NA NA -0.24 1.39 -0.02 0.73 -1.67 -0.45 0.86 3.92 -0.94 1.32 1.23 0.19 1.79 -0.15 3.24 1.49 1.83 1.67 -0.17 0.82
Standard Deviation(%) NA 4.16 5.63 6.56 6.06 NA NA 4.62 4.83 5.41 7.67 9.27 4.13 10.83 3.35 2.23 2.17 2.53 2.93 2.15 3.11 2.22 3.88 3.67 7.52 10.07 3.69
Draw Down(%) NA 3.01 6.05 20.77 20.77 NA NA 3.01 2.94 3.41 6.72 19.04 4.19 16.23 2.09 2.31 1.20 3.07 1.96 0.98 4.56 0.91 2.35 3.77 5.67 14.45 2.14
Yield(%) 0.41 4.85 4.63 3.37 1.94 2.28 2.85 2.00 4.80 4.39 3.95 2.55 2.24 2.91 3.80 2.45 2.53 2.48 2.46 2.49 2.64 3.27 3.82 4.32 4.98 4.46 5.05
Data as of 06/04/2026, Common starting date is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) -4.94%
Oct 2020 – Oct 2023
0.20%
Oct 2017 – Oct 2022
1.19%
Oct 2012 – Oct 2022
2.97%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) 11.42%
Oct 2008 – Oct 2011
8.22%
Oct 2008 – Oct 2013
4.95%
Oct 2008 – Oct 2018
4.19%
Feb 2007 – Feb 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return