Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBCE (iShares iBonds Mar 2023 Term Corporate ex-Financials ETF) | NA | 5.45% | 3.39% | 3.85% | NA | NA | NA | … | … |
Data as of 04/05/2023, Common starting date is 04/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBCE (iShares iBonds Mar 2023 Term Corporate ex-Financials ETF) | 04/19/2013 | 04/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 5.45 | 3.39 | 3.85 | NA | NA | NA | … | … | 1.64 | 3.87 | 0.35 | 4.56 | 4.16 | -2.93 | 0.41 | 1.98 | -1.69 | 5.79 | -8.82 |
| Sharpe Ratio | NA | 1.74 | 1.46 | 0.72 | NA | NA | NA | … | … | 0.66 | 1.69 | 0.27 | 0.57 | -8.55 | -6.66 | -4.47 | -5.88 | -2.71 | -2.36 | -4.24 |
| Standard Deviation(%) | NA | 1.54 | 1.76 | 3.81 | NA | NA | NA | … | … | 1.43 | 1.48 | 1.21 | 7.52 | 2.23 | 3.68 | 4.23 | 5.45 | 7.47 | 5.39 | 7.60 |
| Draw Down(%) | NA | 0.53 | 0.76 | 11.71 | NA | NA | NA | … | … | 0.16 | 0.53 | 0.46 | 11.71 | 0.97 | 3.83 | 2.39 | 5.92 | 5.72 | 2.77 | 11.13 |
| Yield(%) | 0.00 | 2.43 | 2.25 | 2.52 | 2.58 | 1.72 | 1.29 | … | … | 0.62 | 2.28 | 1.98 | 2.44 | 2.84 | 2.73 | 2.74 | 3.53 | 2.94 | 2.93 | 1.72 |
Data as of 04/05/2023, Common starting date is 04/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCE (iShares iBonds Mar 2023 Term Corporate ex-Financials ETF) |
1.49%
Apr 2015 – Apr 2018 |
2.20%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBCE (iShares iBonds Mar 2023 Term Corporate ex-Financials ETF) |
6.54%
Aug 2013 – Aug 2016 |
4.04%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart