Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEMB (iShares J.P. Morgan Broad USD Emerging Markets Bond ETF) | 1.00% | 9.24% | 8.61% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/24/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEMB (iShares J.P. Morgan Broad USD Emerging Markets Bond ETF) | 02/24/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 9.24 | 8.61 | NA | NA | NA | NA | … | … | 1.00 | 12.28 | 5.50 | 8.88 |
| Sharpe Ratio | NA | 1.54 | 0.91 | NA | NA | NA | NA | … | … | -0.03 | 1.81 | 0.33 | 0.96 |
| Standard Deviation(%) | NA | 4.29 | 5.86 | NA | NA | NA | NA | … | … | 5.23 | 5.20 | 5.63 | 7.12 |
| Draw Down(%) | NA | 3.68 | 6.17 | NA | NA | NA | NA | … | … | 3.68 | 4.19 | 2.96 | 6.17 |
| Yield(%) | 0.50 | 7.04 | 6.76 | 4.41 | 2.21 | 1.47 | 1.10 | … | … | 2.49 | 7.17 | 6.31 | 5.62 |
Data as of 06/05/2026, Common starting date is 02/24/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEMB (iShares J.P. Morgan Broad USD Emerging Markets Bond ETF) |
7.81%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEMB (iShares J.P. Morgan Broad USD Emerging Markets Bond ETF) |
8.98%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart