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 |
|---|---|---|---|---|---|---|---|---|
| SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) | 0.79% | 5.75% | 3.60% | 1.96% | 2.15% | NA | NA | 2.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLQD (iShares 0-5 Year Investment Grade 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 (%) | 0.34 | 5.75 | 3.60 | 1.96 | 2.15 | NA | NA | 2.27 | 0.79 | 4.94 | 5.96 | -4.39 | -0.61 | 4.76 | 6.09 | 1.09 | 2.12 | 1.27 | 1.31 | 1.65 | 0.49 |
| Sharpe Ratio | NA | -54.00 | -29.21 | -27.71 | 14.26 | NA | NA | 22.40 | -51.35 | -86.60 | 61.59 | -163.46 | -53.24 | 57.59 | 329.36 | -19.28 | 138.35 | 48.36 | 49.24 | 78.37 | 179.94 |
| Standard Deviation(%) | NA | 2.08 | 2.81 | 2.42 | 3.21 | NA | NA | 3.09 | 2.70 | 1.91 | 2.80 | 3.55 | 1.18 | 7.83 | 1.42 | 1.13 | 1.08 | 2.19 | 2.60 | 2.08 | 1.33 |
| Draw Down(%) | NA | 0.97 | 3.76 | 7.63 | 12.69 | NA | NA | 12.69 | 0.97 | 0.82 | 1.73 | 6.80 | 1.22 | 12.69 | 0.74 | 0.93 | 0.60 | 1.67 | 0.96 | 0.76 | 0.33 |
| Yield(%) | 0.00 | 3.23 | 2.90 | 2.40 | 2.26 | 1.65 | 1.24 | 2.25 | 0.33 | 3.76 | 3.07 | 1.87 | 1.64 | 2.39 | 2.98 | 2.52 | 1.98 | 1.36 | 1.42 | 1.24 | 0.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) |
-0.67%
Oct 2020 - Oct 2023 |
0.93%
Sep 2017 - Sep 2022 |
1.70%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) |
4.14%
Apr 2018 - Apr 2021 |
3.05%
Dec 2015 - Dec 2020 |
2.27%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart