Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQDI (iShares Inflation Hedged Corporate Bond ETF) | 1.84% | 7.11% | 5.84% | 2.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LQDI (iShares Inflation Hedged Corporate Bond ETF) | 05/10/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 7.11 | 5.84 | 2.25 | NA | NA | NA | … | … | 1.84 | 8.82 | 1.50 | 8.87 | -15.35 | 9.12 | 11.80 | 15.81 | -2.07 |
| Sharpe Ratio | NA | 1.01 | 0.47 | -0.01 | NA | NA | NA | … | … | 0.52 | 0.96 | -0.36 | 0.62 | -1.36 | 1.28 | 0.51 | 1.93 | -0.97 |
| Standard Deviation(%) | NA | 4.98 | 6.44 | 8.22 | NA | NA | NA | … | … | 5.11 | 6.20 | 5.95 | 8.51 | 12.37 | 7.10 | 22.70 | 7.44 | 4.89 |
| Draw Down(%) | NA | 2.87 | 6.27 | 19.90 | NA | NA | NA | … | … | 2.75 | 4.29 | 3.98 | 6.38 | 19.90 | 4.96 | 29.01 | 3.35 | 4.84 |
| Yield(%) | 0.37 | 4.69 | 4.60 | 3.86 | 3.23 | 2.16 | 1.62 | … | … | 1.98 | 4.62 | 4.53 | 4.17 | 2.70 | 4.03 | 2.54 | 3.65 | 2.41 |
Data as of 06/04/2026, Common starting date is 05/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDI (iShares Inflation Hedged Corporate Bond ETF) |
-2.20%
Dec 2021 – Dec 2024 |
2.12%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDI (iShares Inflation Hedged Corporate Bond ETF) |
12.21%
Dec 2018 – Dec 2021 |
5.42%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart