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
SUB (iShares Short-Term National Muni Bond ETF) 1.00% 3.28% 3.24% 1.51% 1.51% 1.30% NA
Data as of 06/05/2026, Common starting date is 11/07/2008
More Performance Analytics Comparison
Name Start Date End Date
SUB (iShares Short-Term National Muni Bond ETF) 11/07/2008 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 2012 2011 2010 2009 2008
Annualized Return (%) 0.34 3.28 3.24 1.51 1.51 1.30 NA 1.00 3.64 2.18 2.91 -2.05 0.03 2.51 2.93 1.85 0.75 -0.09 0.80 0.47 0.84 0.51 3.85 0.36 4.22 1.68
Sharpe Ratio NA 0.61 -0.01 -0.62 -0.06 NA NA -0.13 0.51 -0.98 -0.41 -1.62 0.00 0.32 1.56 0.45 0.10 -0.29 0.57 0.42 0.29 0.21 1.35 0.08 0.34 5.67
Standard Deviation(%) NA 1.03 1.49 1.64 2.60 NA NA 1.24 1.50 1.48 1.86 2.15 0.87 7.09 0.94 1.02 0.91 1.05 1.34 1.09 2.80 2.24 2.83 3.59 12.03 2.18
Draw Down(%) NA 0.81 1.23 4.35 9.46 NA NA 0.81 1.23 0.92 1.58 4.00 0.53 9.46 0.77 0.60 1.20 1.71 0.87 0.59 2.43 1.46 1.63 3.35 6.40 0.28
Yield(%) 0.21 2.54 2.26 1.67 1.44 1.25 1.18 1.06 2.44 2.10 1.75 0.84 0.71 1.25 1.61 1.33 0.95 0.74 0.77 0.76 0.84 0.98 1.31 1.27 1.48 0.34
Data as of 06/05/2026, Common starting date is 11/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUB (iShares Short-Term National Muni Bond ETF) -0.64%
Sep 2020 – Sep 2023
0.46%
Nov 2012 – Nov 2017
0.56%
Sep 2012 – Sep 2022
0.94%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUB (iShares Short-Term National Muni Bond ETF) 3.41%
Feb 2023 – Feb 2026
1.94%
Dec 2008 – Dec 2013
1.49%
Feb 2016 – Feb 2026
1.44%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return