Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMBXF (iShares IV Public Limited Company – iShares US Mortgage Backed Securities UCITS ETF) | 0.36% | 5.68% | 4.29% | 0.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMBXF (iShares IV Public Limited Company – iShares US Mortgage Backed Securities UCITS ETF) | 08/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.68 | 4.29 | 0.07 | NA | NA | NA | … | … | 0.36 | 7.95 | 0.79 | 4.76 | -12.97 | -1.60 | 3.49 | 1.30 |
| Sharpe Ratio | NA | 0.39 | 0.12 | -0.13 | NA | NA | NA | … | … | -0.16 | 0.50 | -0.55 | 0.04 | -0.44 | -0.08 | 0.12 | 0.11 |
| Standard Deviation(%) | NA | 9.36 | 10.48 | 19.39 | NA | NA | NA | … | … | 10.41 | 10.37 | 10.54 | 12.04 | 32.63 | 20.89 | 27.45 | 27.06 |
| Draw Down(%) | NA | 3.51 | 8.22 | 22.14 | NA | NA | NA | … | … | 3.51 | 3.01 | 5.22 | 10.20 | 21.44 | 14.27 | 10.46 | 3.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBXF (iShares IV Public Limited Company – iShares US Mortgage Backed Securities UCITS ETF) |
-6.23%
Oct 2020 – Oct 2023 |
-1.36%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBXF (iShares IV Public Limited Company – iShares US Mortgage Backed Securities UCITS ETF) |
5.24%
Oct 2022 – Oct 2025 |
0.80%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart