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 |
|---|---|---|---|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) | 0.02% | 4.28% | 4.82% | 3.44% | 2.40% | NA | NA | 2.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) | 06/17/2011 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/17/2011.
AR inception is since 06/17/2011.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 4.28 | 4.82 | 3.44 | 2.40 | NA | NA | 2.11 | 0.02 | 6.53 | 6.43 | 1.28 | 0.45 | 0.87 | 3.97 | 1.48 | 1.64 | 1.56 | 0.33 | 0.08 | 0.74 | 4.21 | -1.77 |
| Sharpe Ratio | NA | -128.04 | 12.59 | 45.02 | 15.75 | NA | NA | 19.86 | -136.80 | -8.30 | 83.50 | -5.61 | 96.18 | 5.04 | 455.72 | 20.51 | 182.33 | 147.23 | 31.90 | 10.68 | 101.95 | 217.92 | -135.62 |
| Standard Deviation(%) | NA | 2.14 | 2.21 | 1.78 | 4.20 | NA | NA | 3.66 | 3.84 | 0.79 | 2.63 | 1.85 | 0.44 | 12.58 | 0.56 | 0.85 | 0.56 | 0.92 | 0.93 | 0.64 | 0.69 | 1.92 | 2.41 |
| Draw Down(%) | NA | 1.94 | 2.37 | 2.37 | 13.54 | NA | NA | 13.54 | 1.94 | 0.44 | 2.37 | 1.70 | 0.32 | 13.54 | 0.10 | 1.07 | 0.15 | 0.43 | 0.54 | 0.56 | 0.41 | 0.84 | 2.65 |
| Yield(%) | 0.00 | 4.72 | 4.62 | 3.07 | 2.37 | 1.75 | 1.31 | 2.02 | 0.40 | 5.84 | 5.69 | 2.04 | 0.43 | 1.24 | 2.82 | 2.38 | 1.46 | 0.98 | 0.52 | 0.44 | 0.48 | 0.95 | 0.37 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) |
0.19%
Feb 2013 - Feb 2016 |
0.85%
Oct 2012 - Oct 2017 |
1.11%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLOT (iShares Floating Rate Bond ETF) |
5.09%
Mar 2022 - Mar 2025 |
4.06%
Mar 2020 - Mar 2025 |
2.49%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart