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
SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) 1.27% 6.34% 8.05% 4.78% 5.13% NA NA
Data as of 06/05/2026, Common starting date is 10/17/2013
More Performance Analytics Comparison
Name Start Date End Date
SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) 10/17/2013 06/05/2026
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
Annualized Return (%) -0.41 6.34 8.05 4.78 5.13 NA NA 1.27 7.94 8.17 10.38 -4.71 4.60 3.15 9.93 0.02 5.11 12.54 -3.76 0.33 1.48
Sharpe Ratio NA 1.16 1.09 0.40 0.55 NA NA 0.12 0.99 1.32 1.24 -0.66 1.72 0.20 2.54 -0.39 1.73 2.26 -0.82 0.09 3.45
Standard Deviation(%) NA 3.18 4.38 5.73 6.43 NA NA 3.81 5.13 3.44 5.46 9.32 2.66 14.21 3.33 3.54 2.59 5.45 4.62 3.49 2.17
Draw Down(%) NA 1.75 4.53 9.39 19.26 NA NA 1.75 4.53 1.74 3.14 9.27 1.61 19.26 1.48 5.04 1.57 4.06 7.97 5.15 0.52
Yield(%) 0.58 6.98 7.12 5.88 5.64 4.22 3.17 2.88 7.05 7.00 6.75 5.03 4.83 4.95 5.56 5.58 5.45 5.90 4.77 4.16 0.36
Data as of 06/05/2026, Common starting date is 10/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) 0.03%
Sep 2019 – Sep 2022
1.65%
Sep 2017 – Sep 2022
3.42%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) 9.92%
Sep 2022 – Sep 2025
6.91%
Mar 2020 – Mar 2025
5.77%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return