Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QLTA (iShares Aaa-A Rated Corporate Bond ETF) 0.50% 5.02% 4.59% 0.14% 2.00% NA NA
Data as of 06/04/2026, Common starting date is 02/16/2012
More Performance Analytics Comparison
Name Start Date End Date
QLTA (iShares Aaa-A Rated Corporate Bond ETF) 02/16/2012 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
Annualized Return (%) -0.02 5.02 4.59 0.14 2.00 NA NA 0.50 7.36 1.23 7.59 -15.12 -2.33 9.62 12.54 -2.27 5.46 4.06 0.48 6.46 -2.71 6.08
Sharpe Ratio NA 0.70 0.28 -0.32 0.06 NA NA -0.21 0.84 -0.41 0.50 -1.59 -0.44 0.73 2.77 -1.09 1.42 0.86 0.09 1.80 -0.59 1.73
Standard Deviation(%) NA 4.39 6.04 7.22 7.00 NA NA 4.79 5.35 5.87 7.96 10.44 5.34 12.87 4.00 3.38 3.40 4.45 5.16 3.57 4.67 4.04
Draw Down(%) NA 2.81 6.67 21.36 22.27 NA NA 2.81 2.62 4.19 7.69 19.88 5.90 15.24 2.71 4.28 1.80 5.84 4.39 1.79 7.06 2.23
Yield(%) 0.38 4.49 4.20 3.02 2.91 2.75 2.06 1.87 4.45 4.02 3.51 2.33 1.88 2.47 3.26 2.94 2.51 2.41 2.91 2.41 2.04 1.88
Data as of 06/04/2026, Common starting date is 02/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLTA (iShares Aaa-A Rated Corporate Bond ETF) -5.97%
Oct 2020 – Oct 2023
-1.27%
Jul 2020 – Jul 2025
0.85%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLTA (iShares Aaa-A Rated Corporate Bond ETF) 7.18%
Nov 2018 – Nov 2021
5.93%
Jul 2015 – Jul 2020
2.93%
Mar 2012 – Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return