Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) | NA | 5.18% | 2.94% | 2.52% | NA | NA | NA | … | … |
Data as of 02/27/2020, Common starting date is 09/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) | 09/11/2014 | 02/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.18 | 2.94 | 2.52 | NA | NA | NA | … | … | 0.79 | 5.71 | 0.98 | 2.08 | 2.23 | 0.89 | 0.61 |
| Sharpe Ratio | NA | 1.33 | 0.51 | 0.35 | NA | NA | NA | … | … | 2.63 | 1.39 | -0.08 | 0.48 | 0.24 | 0.08 | 0.47 |
| Standard Deviation(%) | NA | 2.91 | 3.49 | 5.07 | NA | NA | NA | … | … | 1.59 | 3.10 | 4.42 | 3.06 | 8.25 | 10.42 | 4.26 |
| Draw Down(%) | NA | 1.17 | 1.98 | 4.53 | NA | NA | NA | … | … | 0.33 | 1.17 | 1.92 | 1.01 | 4.53 | 6.67 | 1.40 |
| Yield(%) | 0.00 | 4.73 | 2.96 | 2.63 | 1.37 | 0.91 | 0.68 | … | … | 2.51 | 2.61 | 2.20 | 1.87 | 1.79 | 2.45 | 0.29 |
Data as of 02/27/2020, Common starting date is 09/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) |
0.92%
Nov 2015 – Nov 2018 |
2.30%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) |
2.92%
Jan 2017 – Jan 2020 |
2.49%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart