Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BRTR (iShares Total Return Active ETF) NA 0.00% 0.00% 0.00% -60.64% -46.29% -52.35%
Data as of 03/02/2022, Common starting date is 11/02/1994
More Performance Analytics Comparison
Name Start Date End Date
BRTR (iShares Total Return Active ETF) 11/02/1994 03/02/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 0.00 0.00 0.00 0.00 -60.64 -46.29 -52.35 0.00 0.00 0.00 0.00 0.00 0.00 -99.99 0.00 -100.00 NA NA -99.80 -97.50 -6.98 -1.83 -58.80 13.33 -28.56 -22.22 17.39 187.60 -20.00
Sharpe Ratio NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 -0.11 0.00 NA NA 60.13 -0.03 -0.08 -0.06 -0.04 -0.45 0.08 -0.22 -0.19 0.12 1.00 -0.25
Standard Deviation(%) NA NA NA NA NA NA NA NA NA NA NA NA NA 921.03 NA NA 937.02 1,110.74 2,977.47 1,309.28 128.57 112.26 138.57 132.12 145.08 134.46 111.89 183.24 315.08
Draw Down(%) NA 0.00 0.00 0.00 100.00 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 99.99 0.00 100.00 0.00 0.00 99.99 99.81 48.57 44.44 85.71 77.93 54.13 55.56 62.07 43.75 45.49
Yield(%) 0.00 0.00 0.00 0.00 7,283.00 4,855.33 13.24 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 13,939.00 29,740.00 29,151.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/02/2022, Common starting date is 11/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRTR (iShares Total Return Active ETF) -100.00%
Oct 2012 – Oct 2015
-100.00%
Oct 2012 – Oct 2017
-80.88%
Dec 2006 – Dec 2016
-66.86%
Dec 2003 – Dec 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRTR (iShares Total Return Active ETF) 1,663,559,724,724,465,317,183,488.00%
May 2011 – May 2014
1,392,279,741,762,224.50%
May 2009 – May 2014
318,766,364.94%
May 2004 – May 2014
-62.55%
Jul 2002 – Jul 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return