Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QLTC (ISHARES B – CA RATED CORPORATE BOND ETF ISHARES B – CA RATED CORPORATE BOND ETF) | NA | 8.41% | 3.79% | 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 |
|---|---|---|
| QLTC (ISHARES B – CA RATED CORPORATE BOND ETF ISHARES B – CA 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 (%) | 0.67 | 8.41 | 3.79 | NA | NA | NA | NA | … | … | 16.72 | -10.08 | -0.26 | 7.96 | 7.96 |
| Sharpe Ratio | NA | 0.69 | 0.39 | NA | NA | NA | NA | … | … | 2.56 | -1.11 | -0.03 | 0.95 | 1.89 |
| Standard Deviation(%) | NA | 10.40 | 9.69 | NA | NA | NA | NA | … | … | 10.53 | 9.13 | 9.90 | 8.37 | 6.36 |
| Draw Down(%) | NA | 15.05 | 22.84 | NA | NA | NA | NA | … | … | 7.79 | 14.22 | 11.73 | 7.15 | 4.74 |
| Yield(%) | 0.00 | 6.05 | 6.03 | 5.42 | 2.71 | 1.81 | 1.35 | … | … | 3.23 | 6.89 | 5.43 | 6.92 | 4.90 |
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 |
|---|---|---|---|---|
| QLTC (ISHARES B – CA RATED CORPORATE BOND ETF ISHARES B – CA RATED CORPORATE BOND ETF) |
-1.80%
Feb 2013 – Feb 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 |
|---|---|---|---|---|
| QLTC (ISHARES B – CA RATED CORPORATE BOND ETF ISHARES B – CA RATED CORPORATE BOND ETF) |
7.70%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart