Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELQD (iShares ESG Advanced Investment Grade Corporate Bond ETF) | NA | 3.21% | 3.39% | NA | NA | NA | NA | … | … |
Data as of 08/18/2025, Common starting date is 11/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELQD (iShares ESG Advanced Investment Grade Corporate Bond ETF) | 11/10/2021 | 08/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 3.21 | 3.39 | NA | NA | NA | NA | … | … | 5.75 | 0.69 | 9.26 | -17.58 | -0.35 |
| Sharpe Ratio | NA | 0.04 | 0.00 | NA | NA | NA | NA | … | … | 0.86 | -0.43 | 0.60 | -1.64 | -0.42 |
| Standard Deviation(%) | NA | 7.04 | 8.80 | NA | NA | NA | NA | … | … | 7.34 | 6.90 | 9.42 | 11.65 | 6.00 |
| Draw Down(%) | NA | 6.26 | 11.33 | NA | NA | NA | NA | … | … | 3.41 | 4.95 | 9.44 | 23.07 | 1.64 |
| Yield(%) | 0.00 | 4.13 | 3.79 | 2.25 | 1.12 | 0.75 | 0.56 | … | … | 2.55 | 4.10 | 3.83 | 2.46 | 0.29 |
Data as of 08/18/2025, Common starting date is 11/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELQD (iShares ESG Advanced Investment Grade Corporate Bond ETF) |
-3.21%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| ELQD (iShares ESG Advanced Investment Grade Corporate Bond ETF) |
3.89%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart