Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVI (iShares Intermediate Government/Credit Bond ETF) | 2.14% | 6.85% | 2.54% | 0.41% | 1.56% | 2.12% | NA | 2.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVI (iShares Intermediate Government/Credit Bond ETF) | 01/11/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 01/11/2007.
AR inception is since 01/11/2007.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 6.85 | 2.54 | 0.41 | 1.56 | 2.12 | NA | 2.85 | 2.14 | 2.92 | 5.15 | -8.28 | -1.91 | 6.38 | 6.54 | 0.77 | 1.83 | 1.83 | 0.79 | 2.88 | -0.94 | 3.01 | 5.95 | 5.46 | 1.95 | 8.18 | 7.97 |
| Sharpe Ratio | NA | 0.15 | -0.40 | -0.57 | -0.04 | NA | NA | 0.43 | 1.18 | -1.08 | 0.18 | -1.84 | -0.72 | 1.20 | 2.05 | -0.28 | 0.63 | 0.71 | 0.26 | 1.39 | -0.37 | 1.44 | 1.76 | 1.50 | 0.36 | 0.91 | 1.55 |
| Standard Deviation(%) | NA | 3.28 | 4.49 | 3.91 | 3.53 | NA | NA | 3.84 | 3.42 | 3.40 | 4.92 | 5.27 | 2.69 | 5.08 | 2.50 | 1.94 | 1.92 | 2.28 | 2.92 | 2.06 | 2.63 | 2.07 | 3.36 | 3.58 | 5.23 | 7.92 | 3.39 |
| Draw Down(%) | NA | 2.56 | 6.14 | 12.93 | 12.93 | NA | NA | 12.93 | 1.52 | 2.33 | 3.79 | 10.78 | 2.75 | 5.96 | 1.45 | 1.92 | 1.35 | 3.44 | 1.78 | 0.77 | 3.57 | 1.20 | 1.69 | 3.26 | 3.53 | 7.53 | 1.68 |
| Yield(%) | 0.00 | 2.91 | 2.57 | 2.04 | 2.03 | 2.16 | 2.40 | 2.66 | 0.29 | 3.39 | 2.81 | 1.68 | 1.41 | 1.92 | 2.38 | 2.14 | 1.91 | 1.62 | 1.73 | 1.73 | 1.73 | 1.99 | 2.71 | 2.93 | 3.30 | 4.16 | 4.89 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVI (iShares Intermediate Government/Credit Bond ETF) |
-3.19%
Oct 2020 - Oct 2023 |
0.12%
Oct 2017 - Oct 2022 |
0.71%
Oct 2012 - Oct 2022 |
2.02%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVI (iShares Intermediate Government/Credit Bond ETF) |
7.63%
Oct 2008 - Oct 2011 |
6.00%
Jun 2007 - Jun 2012 |
3.74%
May 2007 - May 2017 |
3.11%
Feb 2007 - Feb 2022 |
Annualized Rolling Returns Comparison Chart