Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | 2.76% | 8.55% | 4.24% | 1.45% | 2.65% | 3.19% | NA | 3.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | 01/11/2007 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 01/11/2007.
AR inception is since 01/11/2007.
| 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 (%) | 0.43 | 8.55 | 4.24 | 1.45 | 2.65 | 3.19 | NA | 3.80 | 2.76 | 3.49 | 9.22 | -14.00 | -1.66 | 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 | 0.35 | -0.12 | -0.20 | 0.14 | NA | NA | 0.46 | 0.55 | -0.57 | 0.65 | -1.67 | -0.41 | 0.87 | 3.94 | -0.91 | 1.33 | 1.23 | 0.19 | 1.79 | -0.15 | 3.24 | 1.49 | 1.83 | 1.67 | -0.16 | 0.86 |
| Standard Deviation(%) | NA | 5.54 | 7.50 | 6.56 | 5.95 | NA | NA | 5.62 | 6.32 | 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 | 4.37 | 10.36 | 20.62 | 20.62 | NA | NA | 20.62 | 3.04 | 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(%) | 0.00 | 4.64 | 3.86 | 3.15 | 1.97 | 2.48 | 2.71 | 3.01 | 1.55 | 4.39 | 3.95 | 2.55 | 2.41 | 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 |
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) |
-4.88%
Oct 2020 - Oct 2023 |
0.23%
Oct 2017 - Oct 2022 |
1.21%
Oct 2012 - Oct 2022 |
2.98%
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 |
4.21%
Feb 2007 - Feb 2022 |
Annualized Rolling Returns Comparison Chart