Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) | 0.16% | 3.92% | 4.12% | 1.04% | 1.77% | 1.88% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGZ (iShares Agency Bond ETF) | 11/07/2008 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 3.92 | 4.12 | 1.04 | 1.77 | 1.88 | NA | … | … | 0.16 | 6.05 | 3.08 | 5.18 | -7.77 | -1.30 | 5.77 | 5.51 | 1.32 | 2.01 | 1.03 | 1.34 | 3.68 | -1.26 | 1.45 | 4.89 | 3.74 | 1.49 | 6.01 |
| Sharpe Ratio | NA | 0.37 | 0.26 | -0.41 | 0.05 | NA | NA | … | … | -0.82 | 1.12 | -0.18 | 0.37 | -1.95 | -0.67 | 1.67 | 1.64 | -0.03 | 0.73 | 0.34 | 0.44 | 1.58 | -0.50 | 0.70 | 1.64 | 1.36 | 0.25 | 2.76 |
| Standard Deviation(%) | NA | 2.57 | 3.02 | 3.55 | 3.03 | NA | NA | … | … | 2.87 | 2.84 | 3.04 | 4.11 | 4.74 | 1.97 | 3.30 | 2.46 | 1.93 | 1.86 | 2.44 | 3.02 | 2.32 | 2.60 | 2.02 | 2.96 | 2.68 | 5.61 | 18.25 |
| Draw Down(%) | NA | 1.36 | 1.85 | 10.89 | 11.23 | NA | NA | … | … | 1.36 | 1.30 | 1.74 | 2.43 | 9.49 | 1.55 | 2.24 | 1.53 | 1.67 | 1.01 | 2.88 | 1.84 | 0.84 | 3.28 | 1.13 | 1.30 | 2.19 | 2.25 | 4.98 |
| Yield(%) | 0.00 | 3.73 | 3.60 | 2.55 | 2.26 | 2.00 | 1.89 | … | … | 1.50 | 3.83 | 3.47 | 3.20 | 1.43 | 0.69 | 2.32 | 2.38 | 2.13 | 1.59 | 1.51 | 1.29 | 1.35 | 1.16 | 1.14 | 1.71 | 1.92 | 2.00 | 0.40 |
Data as of 06/10/2026, Common starting date is 11/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) |
-2.62%
Sep 2020 – Sep 2023 |
0.26%
May 2020 – May 2025 |
0.81%
Oct 2012 – Oct 2022 |
1.68%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZ (iShares Agency Bond ETF) |
5.03%
Oct 2022 – Oct 2025 |
3.25%
Jul 2015 – Jul 2020 |
2.73%
Mar 2010 – Mar 2020 |
2.06%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart