Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGG (iShares Core U.S. Aggregate Bond ETF) | 1.27% | 5.82% | 1.09% | -1.06% | 1.25% | 2.26% | 2.93% | 3.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGG (iShares Core U.S. Aggregate Bond ETF) | 09/30/2003 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 09/30/2003.
AR inception is since 09/30/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.82 | 1.09 | -1.06 | 1.25 | 2.26 | 2.93 | 3.02 | 1.27 | 1.31 | 5.65 | -13.02 | -1.77 | 7.48 | 8.46 | 0.34 | 3.55 | 2.41 | 0.48 | 6.00 | -1.98 | 3.76 | 7.69 | 6.37 | 2.98 | 7.90 | 6.59 | 3.90 | 2.26 | 3.78 | 0.37 |
| Sharpe Ratio | NA | -34.45 | -53.04 | -64.06 | -8.56 | NA | NA | 31.28 | -21.55 | -96.49 | 18.91 | -180.42 | -50.03 | 85.66 | 218.26 | -37.72 | 106.44 | 70.78 | 11.90 | 217.83 | -56.54 | 145.37 | 199.02 | 166.94 | 49.20 | 57.06 | 93.04 | 19.23 | 2.81 | 65.86 | 16.72 |
| Standard Deviation(%) | NA | 5.32 | 6.97 | 5.95 | 5.36 | NA | NA | 5.24 | 5.63 | 5.47 | 7.48 | 8.01 | 3.58 | 8.42 | 3.23 | 2.58 | 2.76 | 3.12 | 3.80 | 2.75 | 3.55 | 2.57 | 3.85 | 3.76 | 5.86 | 12.18 | 3.88 | 3.28 | 3.34 | 4.32 | 5.03 |
| Draw Down(%) | NA | 4.82 | 9.79 | 18.43 | 18.43 | NA | NA | 18.43 | 2.43 | 4.04 | 7.35 | 16.61 | 3.72 | 9.58 | 2.01 | 3.07 | 1.53 | 4.50 | 2.92 | 1.21 | 5.14 | 1.57 | 1.65 | 3.47 | 4.28 | 12.83 | 2.54 | 2.37 | 2.49 | 4.65 | 1.82 |
| Yield(%) | 0.00 | 3.23 | 2.86 | 2.25 | 2.45 | 2.73 | 3.19 | 3.27 | 0.33 | 3.67 | 3.19 | 2.05 | 1.71 | 2.25 | 2.85 | 2.88 | 2.34 | 2.40 | 2.40 | 2.48 | 2.23 | 2.97 | 3.30 | 3.82 | 3.87 | 4.61 | 4.92 | 4.65 | 3.99 | 3.48 | 0.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGG (iShares Core U.S. Aggregate Bond ETF) |
-5.53%
Oct 2020 - Oct 2023 |
-0.64%
Jan 2020 - Jan 2025 |
0.73%
Oct 2012 - Oct 2022 |
2.24%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGG (iShares Core U.S. Aggregate Bond ETF) |
8.66%
Oct 2008 - Oct 2011 |
6.66%
Jul 2007 - Jul 2012 |
5.00%
Jun 2006 - Jun 2016 |
4.42%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart