Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHAF (iShares Diversified Monthly Income ETF) | NA | 7.04% | 8.46% | 6.07% | 1.14% | NA | NA | … | … |
Data as of 05/24/2022, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHAF (iShares Diversified Monthly Income ETF) | 06/10/2010 | 05/24/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 7.04 | 8.46 | 6.07 | 1.14 | NA | NA | … | … | 1.34 | 3.80 | -0.12 | 0.48 | -5.72 | 6.07 | 8.81 | -25.27 | -7.52 | -9.70 | 5.01 | 0.26 | 9.71 |
| Sharpe Ratio | NA | 1.98 | 0.59 | 0.47 | 0.05 | NA | NA | … | … | 2.41 | 1.83 | -0.02 | -0.17 | -0.96 | 0.92 | 0.48 | -1.40 | -0.84 | -0.97 | 0.52 | 0.02 | 1.09 |
| Standard Deviation(%) | NA | 3.11 | 13.20 | 11.19 | 12.40 | NA | NA | … | … | 1.29 | 3.26 | 22.17 | 5.46 | 7.30 | 5.93 | 17.94 | 18.05 | 8.92 | 10.01 | 9.56 | 12.17 | 16.34 |
| Draw Down(%) | NA | 0.46 | 17.87 | 17.87 | 38.26 | NA | NA | … | … | 0.00 | 0.46 | 18.73 | 4.17 | 9.12 | 3.08 | 11.40 | 27.59 | 11.66 | 11.27 | 6.30 | 14.30 | 8.98 |
| Yield(%) | 0.00 | 3.50 | 4.96 | 4.82 | 3.11 | 2.43 | 1.82 | … | … | 1.69 | 4.09 | 5.30 | 4.93 | 5.19 | 5.06 | 5.50 | 5.46 | 5.82 | 0.45 | 0.00 | 0.00 | 0.00 |
Data as of 05/24/2022, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHAF (iShares Diversified Monthly Income ETF) |
-14.57%
Jan 2013 – Jan 2016 |
-8.47%
Jan 2011 – Jan 2016 |
-0.71%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHAF (iShares Diversified Monthly Income ETF) |
10.90%
Jan 2016 – Jan 2019 |
9.93%
Jan 2016 – Jan 2021 |
1.83%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart