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 |
|---|---|---|---|---|---|---|---|---|
| IUSB (iShares Core Total USD Bond Market ETF) | 0.96% | 5.92% | 1.43% | -0.50% | 1.42% | NA | NA | 1.82% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSB (iShares Core Total USD Bond Market ETF) | 06/13/2014 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/13/2014.
AR inception is since 06/13/2014.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 5.92 | 1.43 | -0.50 | 1.42 | NA | NA | 1.82 | 0.96 | 2.11 | 6.23 | -13.04 | -1.33 | 7.38 | 9.14 | -0.28 | 3.83 | 3.54 | 0.13 | 1.32 |
| Sharpe Ratio | NA | -35.12 | -50.36 | -56.33 | -5.84 | NA | NA | 1.31 | -44.15 | -86.36 | 28.43 | -185.64 | -40.70 | 97.07 | 267.03 | -66.85 | 120.50 | 100.00 | 2.48 | 76.91 |
| Standard Deviation(%) | NA | 5.04 | 6.68 | 5.70 | 5.04 | NA | NA | 4.95 | 5.33 | 5.19 | 7.02 | 7.80 | 3.33 | 7.33 | 2.90 | 2.39 | 2.66 | 3.33 | 4.21 | 3.11 |
| Draw Down(%) | NA | 4.39 | 9.69 | 17.98 | 17.98 | NA | NA | 17.98 | 2.44 | 3.64 | 6.65 | 16.79 | 3.39 | 9.90 | 1.78 | 2.86 | 1.42 | 4.01 | 2.58 | 1.75 |
| Yield(%) | 0.00 | 3.49 | 3.10 | 2.46 | 2.52 | 1.81 | 1.36 | 2.71 | 0.34 | 3.98 | 3.53 | 2.16 | 1.69 | 2.56 | 3.21 | 2.89 | 2.60 | 2.18 | 1.63 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSB (iShares Core Total USD Bond Market ETF) |
-5.17%
Oct 2020 - Oct 2023 |
-0.53%
Oct 2017 - Oct 2022 |
1.43%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSB (iShares Core Total USD Bond Market ETF) |
5.74%
Jul 2018 - Jul 2021 |
4.67%
Dec 2015 - Dec 2020 |
1.97%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart