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 |
|---|---|---|---|---|---|---|---|---|
| EUSB (iShares ESG Advanced Total USD Bond Market ETF) | 1.88% | 6.48% | 1.59% | NA | NA | NA | NA | -1.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EUSB (iShares ESG Advanced Total USD Bond Market ETF) | 07/06/2020 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/06/2020.
AR inception is since 07/06/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 6.48 | 1.59 | NA | NA | NA | NA | -1.07 | 1.88 | 1.83 | 5.80 | -12.82 | -1.28 | 1.39 |
| Sharpe Ratio | NA | -19.65 | -47.49 | NA | NA | NA | NA | -65.66 | 20.19 | -87.02 | 22.83 | -182.87 | -42.17 | 104.97 |
| Standard Deviation(%) | NA | 5.33 | 6.69 | NA | NA | NA | NA | 5.76 | 5.27 | 5.47 | 6.85 | 7.79 | 3.10 | 2.62 |
| Draw Down(%) | NA | 4.52 | 9.44 | NA | NA | NA | NA | 17.87 | 2.34 | 3.84 | 6.81 | 16.51 | 3.28 | 1.50 |
| Yield(%) | 0.00 | 3.84 | 3.02 | 2.02 | 1.01 | 0.67 | 0.51 | 2.53 | 0.96 | 3.63 | 3.14 | 1.91 | 1.08 | 0.57 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUSB (iShares ESG Advanced Total USD Bond Market ETF) |
-5.27%
Oct 2020 - Oct 2023 |
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 |
|---|---|---|---|---|
| EUSB (iShares ESG Advanced Total USD Bond Market ETF) |
0.77%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart