Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBSD (FlexShares Disciplined Duration MBS Index Fund) | 0.55% | 4.80% | 4.31% | 0.65% | 1.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBSD (FlexShares Disciplined Duration MBS Index Fund) | 09/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.80 | 4.31 | 0.65 | 1.42 | NA | NA | … | … | 0.55 | 7.12 | 2.27 | 4.55 | -9.52 | -1.40 | 5.46 | 6.02 | 0.32 | 0.86 | 0.04 | 0.91 | 1.19 |
| Sharpe Ratio | NA | 0.82 | 0.28 | -0.35 | -0.04 | NA | NA | … | … | -0.18 | 1.02 | -0.24 | 0.14 | -1.96 | -0.60 | 1.49 | 1.87 | -0.35 | 0.06 | -0.04 | 0.21 | 1.57 |
| Standard Deviation(%) | NA | 3.53 | 5.19 | 5.16 | 4.28 | NA | NA | … | … | 3.62 | 4.18 | 5.68 | 6.56 | 5.61 | 2.39 | 3.48 | 2.44 | 3.07 | 3.58 | 4.06 | 4.12 | 2.35 |
| Draw Down(%) | NA | 2.18 | 4.62 | 14.13 | 14.37 | NA | NA | … | … | 2.18 | 2.23 | 3.63 | 5.30 | 12.92 | 1.84 | 2.99 | 0.97 | 1.98 | 1.51 | 3.08 | 2.38 | 0.50 |
| Yield(%) | 0.28 | 4.21 | 3.92 | 3.02 | 2.93 | 2.20 | 1.65 | … | … | 1.46 | 4.34 | 3.87 | 3.42 | 2.68 | 2.32 | 2.85 | 3.50 | 3.13 | 3.23 | 2.46 | 2.45 | 0.83 |
Data as of 06/04/2026, Common starting date is 09/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSD (FlexShares Disciplined Duration MBS Index Fund) |
-3.99%
Oct 2020 – Oct 2023 |
-0.54%
Oct 2017 – Oct 2022 |
0.86%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSD (FlexShares Disciplined Duration MBS Index Fund) |
5.28%
Oct 2022 – Oct 2025 |
2.61%
Nov 2015 – Nov 2020 |
1.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart