Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQDB (iShares BBB Rated Corporate Bond ETF) | 0.94% | 5.56% | 5.71% | 0.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LQDB (iShares BBB Rated Corporate Bond ETF) | 05/24/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 5.56 | 5.71 | 0.65 | NA | NA | NA | … | … | 0.94 | 7.50 | 2.38 | 9.60 | -16.32 | 1.90 |
| Sharpe Ratio | NA | 0.89 | 0.48 | -0.26 | NA | NA | NA | … | … | 0.00 | 0.92 | -0.23 | 0.79 | -1.80 | 0.63 |
| Standard Deviation(%) | NA | 4.09 | 5.69 | 6.86 | NA | NA | NA | … | … | 4.65 | 5.02 | 5.44 | 7.61 | 9.88 | 4.98 |
| Draw Down(%) | NA | 2.67 | 5.91 | 21.64 | NA | NA | NA | … | … | 2.67 | 2.94 | 3.39 | 6.80 | 20.37 | 2.88 |
| Yield(%) | 0.39 | 4.73 | 4.61 | 3.30 | 1.66 | 1.11 | 0.83 | … | … | 1.94 | 4.76 | 4.40 | 4.08 | 2.66 | 1.13 |
Data as of 06/04/2026, Common starting date is 05/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDB (iShares BBB Rated Corporate Bond ETF) |
-2.98%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDB (iShares BBB Rated Corporate Bond ETF) |
7.51%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart