Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) | 3.61% | 5.56% | 5.79% | 3.48% | 2.61% | NA | NA | 2.53% |
Data as of 08/01/2025, AR inception is 10/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) | 10/03/2013 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 5.56 | 5.79 | 3.48 | 2.61 | NA | NA | 2.53 | 3.61 | 5.09 | 7.42 | 0.41 | 0.32 | 1.39 | 3.55 | 1.71 | 1.41 | 1.24 | 0.85 | 0.59 | 0.40 |
| Sharpe Ratio | NA | 1.24 | 1.53 | 1.08 | 0.45 | NA | NA | 0.47 | 1.23 | 0.87 | 3.71 | -1.40 | 1.03 | 0.15 | 6.21 | 0.73 | 1.55 | 1.59 | 1.05 | 0.91 | 4.14 |
| Standard Deviation(%) | NA | 2.06 | 1.52 | 1.23 | 2.53 | NA | NA | 2.34 | 2.25 | 1.68 | 1.02 | 0.73 | 0.29 | 7.41 | 0.33 | 0.45 | 0.49 | 0.64 | 0.78 | 0.63 | 0.39 |
| Draw Down(%) | NA | 1.16 | 1.16 | 1.31 | 9.61 | NA | NA | 9.61 | 1.16 | 0.77 | 0.30 | 1.15 | 0.24 | 9.61 | 0.04 | 0.16 | 0.10 | 0.18 | 0.20 | 0.34 | 0.08 |
| Yield(%) | 0.00 | 4.85 | 4.50 | 3.00 | 2.38 | 1.68 | 1.26 | 2.29 | 2.64 | 5.01 | 4.70 | 1.76 | 0.76 | 1.53 | 2.71 | 2.24 | 1.52 | 0.92 | 0.85 | 0.85 | 0.08 |
Data as of 08/01/2025, AR inception is 10/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) |
0.47%
Oct 2019 - Oct 2022 |
1.02%
Mar 2015 - Mar 2020 |
1.74%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) |
5.71%
Jun 2022 - Jun 2025 |
3.85%
Mar 2020 - Mar 2025 |
2.60%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart