Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QLTB (ISHARES BAA – BA RATED CORPORATE BOND ETF ISHARES BAA – BA RATED CORPORATE BOND ETF) | NA | 10.24% | 6.29% | NA | NA | NA | NA | … | … |
Data as of 08/23/2016, Common starting date is 04/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLTB (ISHARES BAA – BA RATED CORPORATE BOND ETF ISHARES BAA – BA RATED CORPORATE BOND ETF) | 04/27/2012 | 08/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 10.24 | 6.29 | NA | NA | NA | NA | … | … | 11.74 | -4.19 | 9.70 | -1.62 | 7.15 |
| Sharpe Ratio | NA | 1.50 | 0.69 | NA | NA | NA | NA | … | … | 2.81 | -0.69 | 1.25 | -0.13 | 1.09 |
| Standard Deviation(%) | NA | 6.40 | 8.98 | NA | NA | NA | NA | … | … | 6.63 | 6.15 | 7.78 | 12.57 | 9.91 |
| Draw Down(%) | NA | 5.42 | 9.00 | NA | NA | NA | NA | … | … | 2.72 | 7.31 | 3.37 | 8.86 | 7.01 |
| Yield(%) | 0.00 | 4.18 | 3.85 | 3.20 | 1.60 | 1.07 | 0.80 | … | … | 2.26 | 3.93 | 3.49 | 3.48 | 2.53 |
Data as of 08/23/2016, Common starting date is 04/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLTB (ISHARES BAA – BA RATED CORPORATE BOND ETF ISHARES BAA – BA RATED CORPORATE BOND ETF) |
1.07%
Jan 2013 – Jan 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLTB (ISHARES BAA – BA RATED CORPORATE BOND ETF ISHARES BAA – BA RATED CORPORATE BOND ETF) |
5.96%
Jun 2013 – Jun 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart