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 |
|---|---|---|---|---|---|---|---|---|
| FALN (iShares Fallen Angels USD Bond ETF) | -1.54% | 5.18% | 4.61% | 6.47% | NA | NA | NA | 6.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FALN (iShares Fallen Angels USD Bond ETF) | 06/17/2016 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/17/2016.
AR inception is since 06/17/2016.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 5.18 | 4.61 | 6.47 | NA | NA | NA | 6.70 | -1.54 | 7.68 | 13.41 | -13.76 | 5.38 | 14.87 | 17.42 | -4.97 | 8.68 | 10.40 |
| Sharpe Ratio | NA | -44.61 | 0.64 | 45.15 | NA | NA | NA | 43.60 | -107.36 | 23.33 | 134.57 | -131.58 | 128.92 | 71.89 | 322.00 | -121.23 | 185.65 | 215.89 |
| Standard Deviation(%) | NA | 6.65 | 8.40 | 8.02 | NA | NA | NA | 9.40 | 10.23 | 4.67 | 6.86 | 11.55 | 4.16 | 20.28 | 4.97 | 5.20 | 4.35 | 9.22 |
| Draw Down(%) | NA | 5.92 | 10.54 | 18.76 | NA | NA | NA | 29.22 | 5.92 | 2.62 | 4.35 | 18.15 | 2.96 | 29.22 | 2.26 | 8.18 | 2.51 | 4.10 |
| Yield(%) | 0.00 | 6.34 | 5.54 | 5.64 | 5.19 | 3.46 | 2.60 | 6.49 | 1.57 | 6.34 | 5.76 | 4.18 | 3.47 | 5.57 | 5.95 | 5.35 | 7.05 | 3.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FALN (iShares Fallen Angels USD Bond ETF) |
-0.70%
Mar 2017 - Mar 2020 |
2.23%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FALN (iShares Fallen Angels USD Bond ETF) |
12.44%
Dec 2018 - Dec 2021 |
9.13%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart