Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBB (iShares MBS ETF) | 0.68% | 6.17% | 4.42% | 0.36% | 1.31% | 1.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBB (iShares MBS ETF) | 03/16/2007 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 6.17 | 4.42 | 0.36 | 1.31 | 1.70 | NA | … | … | 0.68 | 8.38 | 1.31 | 5.00 | -11.72 | -1.43 | 4.08 | 6.19 | 0.82 | 2.49 | 1.09 | 1.14 | 6.38 | -1.95 | 1.86 | 5.87 | 5.58 | 4.69 | 7.75 | 4.99 |
| Sharpe Ratio | NA | 0.96 | 0.25 | -0.31 | -0.05 | NA | NA | … | … | -0.04 | 1.08 | -0.37 | 0.16 | -1.49 | -0.79 | 0.73 | 2.30 | -0.23 | 0.68 | 0.42 | 0.41 | 2.38 | -0.54 | 1.22 | 2.01 | 1.99 | 1.41 | 0.92 | 0.89 |
| Standard Deviation(%) | NA | 4.52 | 6.33 | 6.81 | 5.31 | NA | NA | … | … | 4.85 | 5.09 | 6.26 | 8.75 | 8.88 | 1.83 | 5.25 | 2.05 | 2.49 | 2.69 | 2.07 | 2.68 | 2.68 | 3.65 | 1.49 | 2.91 | 2.76 | 3.27 | 7.33 | 3.73 |
| Draw Down(%) | NA | 2.94 | 7.68 | 17.18 | 17.64 | NA | NA | … | … | 2.94 | 2.64 | 4.35 | 8.96 | 16.21 | 2.06 | 4.32 | 0.71 | 2.48 | 1.65 | 3.43 | 1.74 | 0.88 | 4.77 | 1.09 | 1.61 | 2.41 | 2.02 | 3.82 | 2.56 |
| Yield(%) | 0.35 | 4.35 | 4.00 | 2.75 | 2.56 | 2.42 | 2.93 | … | … | 1.75 | 4.37 | 3.86 | 3.43 | 2.00 | 1.03 | 2.14 | 2.85 | 2.59 | 2.23 | 2.37 | 2.62 | 1.80 | 1.23 | 1.92 | 3.42 | 5.90 | 3.61 | 4.44 | 3.93 |
Data as of 06/04/2026, Common starting date is 03/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBB (iShares MBS ETF) |
-5.82%
Oct 2020 – Oct 2023 |
-1.26%
Oct 2017 – Oct 2022 |
0.20%
Oct 2012 – Oct 2022 |
1.52%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBB (iShares MBS ETF) |
7.86%
Jul 2007 – Jul 2010 |
6.26%
Jul 2007 – Jul 2012 |
3.94%
Jun 2007 – Jun 2017 |
2.87%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart