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 |
|---|---|---|---|---|---|---|---|---|
| IEF (iShares 7-10 Year Treasury Bond ETF) | 2.59% | 6.27% | -0.12% | -3.01% | 0.60% | 2.47% | 3.15% | 3.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEF (iShares 7-10 Year Treasury Bond ETF) | 07/31/2002 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/31/2002.
AR inception is since 07/31/2002.
| 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 6.27 | -0.12 | -3.01 | 0.60 | 2.47 | 3.15 | 3.64 | 2.59 | -0.63 | 3.64 | -15.15 | -3.33 | 10.01 | 8.03 | 0.99 | 2.55 | 1.00 | 1.51 | 9.06 | -6.09 | 3.66 | 15.64 | 9.37 | -6.59 | 17.91 | 10.37 | 2.52 | 2.64 | 4.12 | 5.29 | 6.60 |
| Sharpe Ratio | NA | -23.01 | -57.13 | -74.36 | -16.80 | NA | NA | 32.41 | 35.77 | -107.55 | -6.55 | -162.82 | -63.16 | 136.48 | 123.77 | -8.01 | 45.69 | 14.73 | 22.41 | 183.32 | -99.32 | 65.54 | 190.37 | 121.27 | -70.85 | 172.67 | 124.48 | -17.90 | 9.40 | 49.31 | 60.41 | 193.71 |
| Standard Deviation(%) | NA | 6.56 | 8.70 | 7.61 | 6.71 | NA | NA | 6.88 | 6.85 | 6.72 | 9.40 | 10.19 | 5.31 | 7.13 | 5.35 | 4.06 | 4.23 | 5.42 | 6.61 | 4.94 | 6.16 | 5.55 | 8.20 | 7.66 | 9.43 | 9.79 | 5.96 | 4.21 | 5.02 | 6.45 | 7.62 | 7.95 |
| Draw Down(%) | NA | 6.89 | 13.13 | 23.93 | 23.93 | NA | NA | 23.93 | 3.16 | 5.97 | 10.16 | 18.18 | 5.76 | 4.68 | 3.28 | 4.29 | 2.90 | 8.41 | 5.36 | 2.08 | 9.07 | 3.87 | 4.40 | 7.20 | 9.69 | 6.18 | 3.86 | 3.96 | 3.97 | 7.21 | 7.43 | 4.03 |
| Yield(%) | 0.00 | 3.14 | 2.59 | 1.66 | 1.89 | 2.37 | 2.91 | 3.36 | 0.32 | 3.49 | 2.91 | 1.65 | 0.80 | 1.17 | 2.20 | 2.22 | 1.83 | 1.79 | 1.89 | 2.18 | 1.65 | 1.83 | 2.88 | 3.42 | 3.61 | 4.17 | 4.52 | 4.16 | 3.82 | 3.78 | 6.90 | 2.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEF (iShares 7-10 Year Treasury Bond ETF) |
-7.78%
Oct 2020 - Oct 2023 |
-2.74%
Mar 2020 - Mar 2025 |
0.28%
Jan 2015 - Jan 2025 |
1.98%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEF (iShares 7-10 Year Treasury Bond ETF) |
10.35%
Mar 2006 - Mar 2009 |
9.60%
Jun 2007 - Jun 2012 |
6.77%
Aug 2002 - Aug 2012 |
5.39%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison Chart