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
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) 0.48% 4.42% 5.59% 2.35% 2.58% 2.18% NA
Data as of 06/05/2026, Common starting date 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 06/05/2026
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 (%) -0.38 4.42 5.59 2.35 2.58 2.18 NA 0.48 6.96 4.96 6.41 -5.63 -0.69 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 0.92 0.94 -0.06 0.26 NA NA -0.65 1.83 0.56 0.82 -1.69 -0.53 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 1.93 2.47 2.93 3.47 NA NA 2.13 2.23 2.38 3.40 4.20 1.35 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 1.46 1.46 9.58 13.38 NA NA 1.46 1.34 1.18 2.10 8.50 1.42 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(%) 0.38 4.58 4.29 3.15 2.64 2.19 2.52 1.89 4.54 4.07 3.35 1.92 1.66 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 06/05/2026, 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
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) -1.24%
Oct 2019 – Oct 2022
0.63%
Oct 2017 – Oct 2022
0.89%
Oct 2012 – Oct 2022
1.77%
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) 6.57%
Oct 2022 – Oct 2025
4.20%
Feb 2007 – Feb 2012
2.74%
Feb 2016 – Feb 2026
2.51%
Feb 2007 – Feb 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return