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 |
|---|---|---|---|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) | 1.25% | 6.19% | 4.93% | 3.48% | 2.40% | NA | NA | 2.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) | 10/03/2013 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 10/03/2013.
AR inception is since 10/03/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.19 | 4.93 | 3.48 | 2.40 | NA | NA | 2.31 | 1.25 | 5.09 | 7.42 | 0.41 | 0.32 | 1.39 | 3.55 | 1.71 | 1.41 | 1.24 | 0.85 | 0.59 | 0.40 |
| Sharpe Ratio | NA | -25.24 | 34.79 | 76.49 | 27.84 | NA | NA | 31.18 | 20.56 | -89.33 | 311.97 | -133.85 | 102.91 | 15.60 | 640.63 | 89.13 | 160.76 | 160.91 | 104.83 | 91.06 | 415.21 |
| Standard Deviation(%) | NA | 1.94 | 1.43 | 1.17 | 2.51 | NA | NA | 2.35 | 2.59 | 1.68 | 1.02 | 0.73 | 0.29 | 7.41 | 0.33 | 0.45 | 0.49 | 0.64 | 0.78 | 0.63 | 0.39 |
| Draw Down(%) | NA | 1.16 | 1.16 | 1.31 | 9.61 | NA | NA | 9.61 | 1.16 | 0.77 | 0.30 | 1.15 | 0.24 | 9.61 | 0.04 | 0.16 | 0.10 | 0.18 | 0.20 | 0.34 | 0.08 |
| Yield(%) | 0.00 | 4.99 | 4.18 | 2.91 | 2.28 | 1.60 | 1.20 | 2.19 | 1.13 | 5.00 | 4.70 | 1.76 | 0.76 | 1.53 | 2.71 | 2.24 | 1.52 | 0.92 | 0.85 | 0.85 | 0.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) |
0.47%
Oct 2019 - Oct 2022 |
1.02%
Mar 2015 - Mar 2020 |
1.74%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAR (iShares Short Duration Bond Active ETF) |
5.00%
Mar 2022 - Mar 2025 |
3.85%
Mar 2020 - Mar 2025 |
2.43%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart