Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ILTB (iShares Core 10+ Year USD Bond ETF) | 4.18% | 0.70% | -0.94% | -5.13% | 1.49% | 3.28% | NA | 3.91% |
Data as of 08/01/2025, AR inception is 12/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILTB (iShares Core 10+ Year USD Bond ETF) | 12/09/2009 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 0.70 | -0.94 | -5.13 | 1.49 | 3.28 | NA | 3.91 | 4.18 | -3.00 | 8.04 | -26.63 | -2.67 | 15.82 | 19.61 | -5.09 | 8.68 | 6.81 | -4.22 | 20.62 | -9.32 | 8.42 | 21.50 | 9.12 | -0.86 |
| Sharpe Ratio | NA | -0.22 | -0.32 | -0.57 | 0.01 | NA | NA | 0.25 | 0.37 | -0.60 | 0.30 | -1.70 | -0.26 | 0.92 | 2.19 | -0.98 | 1.17 | 0.74 | -0.40 | 2.74 | -0.88 | 0.82 | 1.47 | 0.78 | -1.25 |
| Standard Deviation(%) | NA | 11.22 | 13.64 | 12.88 | 11.66 | NA | NA | 11.47 | 11.55 | 11.06 | 14.76 | 16.57 | 10.19 | 16.80 | 8.29 | 6.65 | 6.91 | 8.86 | 10.58 | 7.52 | 10.61 | 10.32 | 14.56 | 11.56 | 10.80 |
| Draw Down(%) | NA | 10.72 | 19.54 | 37.04 | 37.04 | NA | NA | 37.04 | 6.59 | 9.01 | 16.98 | 33.13 | 11.20 | 19.62 | 5.61 | 9.04 | 3.66 | 12.20 | 11.80 | 4.04 | 15.14 | 5.74 | 6.65 | 10.19 | 2.38 |
| Yield(%) | 0.00 | 4.68 | 4.00 | 2.93 | 3.75 | 4.37 | 3.62 | 4.82 | 2.89 | 4.58 | 4.47 | 3.10 | 2.89 | 3.43 | 3.97 | 3.79 | 3.90 | 3.11 | 3.84 | 4.46 | 4.91 | 3.29 | 4.80 | 4.84 | 0.27 |
Data as of 08/01/2025, AR inception is 12/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILTB (iShares Core 10+ Year USD Bond ETF) |
-12.08%
Oct 2020 - Oct 2023 |
-5.33%
Jul 2020 - Jul 2025 |
0.37%
Jan 2015 - Jan 2025 |
3.19%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILTB (iShares Core 10+ Year USD Bond ETF) |
12.62%
Apr 2010 - Apr 2013 |
10.52%
Jan 2010 - Jan 2015 |
8.01%
Feb 2010 - Feb 2020 |
4.02%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart