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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) 3.86% 7.25% 4.85% 2.08% 2.39% 2.15% NA 2.78%
Data as of 07/02/2025, AR inception is 01/11/2007
More Performance Analytics Comparison
Name Start Date End Date
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) 01/11/2007 07/02/2025
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 (%) 0.24 7.25 4.85 2.08 2.39 2.15 NA 2.78 3.86 4.96 6.41 -5.63 -0.56 5.37 5.78 1.25 1.27 1.79 0.63 0.67 1.16 2.71 1.84 2.86 7.08 3.79 5.66
Sharpe Ratio NA 1.64 0.47 0.01 0.28 NA NA 0.41 1.84 0.56 0.82 -1.69 -0.44 0.60 2.58 -0.13 0.76 1.61 0.54 0.81 0.94 1.76 0.94 1.46 1.49 0.22 1.21
Standard Deviation(%) NA 2.45 3.18 2.86 3.44 NA NA 4.14 2.65 2.38 3.40 4.20 1.34 8.46 1.67 1.02 0.81 0.98 1.11 0.81 1.19 1.52 1.93 1.89 4.70 12.59 2.26
Draw Down(%) NA 1.34 4.64 9.47 13.38 NA NA 13.38 1.34 1.18 2.10 8.50 1.38 13.38 0.93 0.58 0.51 0.80 0.63 0.49 0.94 0.59 1.29 0.90 4.10 11.47 0.81
Yield(%) 0.37 4.36 3.61 2.74 2.36 2.07 2.31 2.57 2.22 4.06 3.35 1.91 1.78 2.43 1.88 2.43 1.65 1.46 1.18 0.94 1.17 1.46 1.90 2.53 3.85 3.91 4.67
Data as of 07/02/2025, 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
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) -1.20%
Oct 2019 - Oct 2022 		0.66%
Oct 2017 - Oct 2022 		0.90%
Oct 2012 - Oct 2022 		1.78%
Feb 2008 - Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) 5.83%
Oct 2008 - Oct 2011 		4.20%
Feb 2007 - Feb 2012 		2.72%
Feb 2007 - Feb 2017 		2.52%
Feb 2007 - Feb 2022
Annualized Rolling Returns Comparison Chart