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 |
|---|---|---|---|---|---|---|---|---|
| SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | -0.55% | 6.97% | 5.41% | 5.59% | 4.07% | NA | NA | 4.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | 10/17/2013 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 10/17/2013.
AR inception is since 10/17/2013.
| 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 (%) | 1.96 | 6.97 | 5.41 | 5.59 | 4.07 | NA | NA | 4.10 | -0.55 | 8.17 | 10.38 | -4.71 | 4.60 | 3.15 | 9.93 | 0.02 | 5.11 | 12.54 | -3.76 | 0.33 | 1.48 |
| Sharpe Ratio | NA | -11.94 | 14.56 | 39.51 | 35.58 | NA | NA | 38.51 | -90.07 | 45.84 | 113.25 | -65.64 | 172.08 | 20.46 | 256.01 | -36.60 | 173.99 | 226.41 | -81.90 | 8.91 | 345.08 |
| Standard Deviation(%) | NA | 5.15 | 6.75 | 6.22 | 6.59 | NA | NA | 6.27 | 8.15 | 3.44 | 5.46 | 9.32 | 2.66 | 14.21 | 3.33 | 3.54 | 2.59 | 5.45 | 4.62 | 3.49 | 2.17 |
| Draw Down(%) | NA | 4.53 | 6.61 | 9.39 | 19.26 | NA | NA | 19.26 | 4.53 | 1.74 | 3.14 | 9.27 | 1.61 | 19.26 | 1.48 | 5.04 | 1.57 | 4.06 | 7.97 | 5.15 | 0.52 |
| Yield(%) | 0.00 | 7.21 | 6.35 | 5.95 | 5.14 | 3.76 | 2.82 | 5.13 | 1.81 | 7.01 | 6.75 | 5.03 | 4.83 | 4.95 | 5.56 | 5.58 | 5.45 | 5.90 | 4.77 | 4.16 | 0.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) |
0.03%
Sep 2019 - Sep 2022 |
1.65%
Sep 2017 - Sep 2022 |
3.42%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) |
7.58%
Jan 2016 - Jan 2019 |
6.91%
Mar 2020 - Mar 2025 |
4.50%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart