Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MUB (iShares National Muni Bond ETF) | -1.78% | 0.55% | 1.86% | 0.91% | 1.87% | 2.61% | NA | 3.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUB (iShares National Muni Bond ETF) | 09/10/2007 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 09/10/2007.
AR inception is since 09/10/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 0.55 | 1.86 | 0.91 | 1.87 | 2.61 | NA | 3.04 | -1.78 | 1.26 | 5.56 | -7.34 | 1.02 | 5.12 | 7.05 | 0.93 | 4.72 | -0.17 | 2.91 | 9.35 | -3.44 | 5.19 | 12.99 | 0.09 | 7.07 | 1.17 | 1.76 |
| Sharpe Ratio | NA | -1.23 | -0.57 | -0.45 | 0.02 | NA | NA | 0.34 | -1.52 | -1.39 | 0.28 | -1.88 | 0.51 | 0.42 | 2.78 | -0.16 | 1.77 | -0.12 | 0.99 | 3.57 | -0.57 | 0.94 | 2.31 | 0.00 | 1.21 | 0.02 | 0.60 |
| Standard Deviation(%) | NA | 4.75 | 4.71 | 3.95 | 4.91 | NA | NA | 5.49 | 6.28 | 3.83 | 4.70 | 4.67 | 1.96 | 11.66 | 2.03 | 2.42 | 2.32 | 3.17 | 2.90 | 2.62 | 6.10 | 5.52 | 5.60 | 4.77 | 5.76 | 10.67 | 5.76 |
| Draw Down(%) | NA | 5.28 | 6.16 | 11.88 | 13.68 | NA | NA | 13.68 | 4.99 | 2.40 | 5.75 | 11.39 | 2.18 | 13.68 | 1.68 | 2.29 | 1.34 | 6.70 | 2.94 | 1.41 | 9.16 | 5.41 | 3.61 | 8.16 | 4.80 | 12.33 | 1.63 |
| Yield(%) | 0.00 | 2.53 | 2.53 | 2.24 | 2.34 | 2.69 | 2.53 | 2.98 | 0.25 | 2.96 | 2.71 | 1.92 | 1.79 | 2.17 | 2.53 | 2.42 | 2.32 | 2.17 | 2.52 | 2.89 | 2.80 | 2.95 | 3.60 | 3.67 | 3.73 | 3.44 | 1.15 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUB (iShares National Muni Bond ETF) |
-2.21%
Oct 2020 - Oct 2023 |
0.44%
Oct 2017 - Oct 2022 |
1.37%
Oct 2012 - Oct 2022 |
2.64%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUB (iShares National Muni Bond ETF) |
7.83%
Jan 2009 - Jan 2012 |
6.43%
Feb 2008 - Feb 2013 |
4.42%
Jan 2011 - Jan 2021 |
3.49%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart