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
SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) 0.68% 4.30% 5.31% 2.46% 2.61% NA NA
Data as of 06/05/2026, Common starting date is 10/17/2013
More Performance Analytics Comparison
Name Start Date End Date
SLQD (iShares 0-5 Year Investment Grade 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 (%) -0.29 4.30 5.31 2.46 2.61 NA NA 0.68 6.27 4.94 5.98 -4.38 -0.74 4.76 6.09 1.09 2.12 1.27 1.31 1.65 0.49
Sharpe Ratio NA 1.10 1.02 -0.03 0.30 NA NA -0.56 1.81 0.69 0.84 -1.64 -0.64 0.57 3.25 -0.26 1.36 0.48 0.49 0.78 1.80
Standard Deviation(%) NA 1.49 2.01 2.44 3.15 NA NA 1.66 1.88 1.91 2.80 3.55 1.19 7.83 1.42 1.13 1.08 2.19 2.60 2.08 1.33
Draw Down(%) NA 1.06 1.06 7.75 12.69 NA NA 1.06 0.92 0.82 1.72 6.80 1.26 12.69 0.74 0.93 0.60 1.67 0.96 0.76 0.33
Yield(%) 0.37 4.32 3.99 2.98 2.66 2.02 1.52 1.80 4.23 3.76 3.07 1.87 1.51 2.38 2.98 2.52 1.98 1.36 1.42 1.24 0.23
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
SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) -0.71%
Oct 2020 – Oct 2023
0.91%
Sep 2017 – Sep 2022
1.69%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) 6.07%
Oct 2022 – Oct 2025
3.05%
Dec 2015 – Dec 2020
2.79%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return