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 |
|---|---|---|---|---|---|---|---|---|
| SHY (iShares 1-3 Year Treasury Bond ETF) | 1.10% | 5.20% | 2.62% | 0.91% | 1.32% | 1.19% | 1.88% | 1.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHY (iShares 1-3 Year Treasury Bond ETF) | 07/26/2002 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/26/2002.
AR inception is since 07/26/2002.
| 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 (%) | -0.04 | 5.20 | 2.62 | 0.91 | 1.32 | 1.19 | 1.88 | 1.95 | 1.10 | 3.91 | 4.16 | -3.88 | -0.70 | 3.03 | 3.58 | 1.46 | 0.26 | 0.82 | 0.43 | 0.45 | 0.21 | 0.25 | 1.44 | 2.28 | 0.35 | 6.62 | 7.35 | 3.89 | 1.53 | 0.66 | 2.22 | 2.03 |
| Sharpe Ratio | NA | -83.00 | -75.56 | -91.03 | -23.23 | NA | NA | 41.22 | 16.04 | -152.43 | -3.25 | -222.68 | -108.71 | 234.49 | 175.40 | 18.35 | -43.33 | 64.29 | 40.46 | 57.20 | 34.60 | 44.07 | 149.34 | 183.90 | 13.92 | 198.22 | 220.32 | 55.23 | -51.98 | -16.38 | 88.98 | 189.53 |
| Standard Deviation(%) | NA | 1.67 | 2.30 | 1.89 | 1.54 | NA | NA | 1.53 | 1.73 | 1.76 | 2.75 | 2.37 | 0.67 | 1.19 | 1.24 | 0.83 | 0.85 | 0.96 | 0.99 | 0.75 | 0.52 | 0.45 | 0.94 | 1.19 | 1.85 | 2.86 | 1.99 | 1.13 | 1.23 | 1.69 | 1.72 | 1.98 |
| Draw Down(%) | NA | 0.97 | 2.78 | 5.69 | 5.69 | NA | NA | 5.69 | 0.37 | 0.97 | 1.58 | 4.97 | 0.81 | 0.65 | 0.67 | 0.44 | 0.72 | 0.98 | 0.71 | 0.57 | 0.41 | 0.42 | 0.54 | 0.73 | 1.15 | 2.23 | 0.67 | 0.39 | 0.67 | 1.89 | 0.98 | 0.80 |
| Yield(%) | 0.00 | 3.36 | 2.77 | 1.77 | 1.55 | 1.23 | 1.80 | 1.88 | 0.33 | 3.91 | 3.02 | 1.23 | 0.26 | 0.96 | 2.34 | 1.72 | 0.97 | 0.72 | 0.54 | 0.36 | 0.26 | 0.34 | 0.82 | 1.04 | 2.37 | 3.51 | 4.38 | 4.11 | 3.00 | 1.92 | 2.01 | 0.79 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHY (iShares 1-3 Year Treasury Bond ETF) |
-1.20%
Jun 2020 - Jun 2023 |
0.32%
Apr 2013 - Apr 2018 |
0.47%
Oct 2012 - Oct 2022 |
0.89%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHY (iShares 1-3 Year Treasury Bond ETF) |
5.94%
Dec 2005 - Dec 2008 |
4.30%
Oct 2005 - Oct 2010 |
2.80%
Aug 2002 - Aug 2012 |
2.24%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison Chart