Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBHE (iShares iBonds 2025 Term High Yield and Income ETF) | NA | 4.75% | 7.37% | 4.61% | NA | NA | NA | … | … |
Data as of 12/16/2025, Common starting date is 05/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBHE (iShares iBonds 2025 Term High Yield and Income ETF) | 05/09/2019 | 12/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 4.75 | 7.37 | 4.61 | NA | NA | NA | … | … | 4.45 | 7.62 | 10.32 | -4.06 | 4.39 | 4.17 | 5.91 |
| Sharpe Ratio | NA | 1.24 | 1.26 | 0.47 | NA | NA | NA | … | … | 1.23 | 1.87 | 1.46 | -0.62 | 1.15 | 0.13 | 1.83 |
| Standard Deviation(%) | NA | 1.47 | 3.14 | 4.91 | NA | NA | NA | … | … | 1.42 | 2.13 | 4.60 | 8.85 | 3.79 | 28.93 | 4.34 |
| Draw Down(%) | NA | 0.75 | 1.84 | 8.49 | NA | NA | NA | … | … | 0.75 | 0.47 | 1.84 | 8.31 | 2.06 | 26.91 | 1.63 |
| Yield(%) | 0.00 | 5.02 | 6.37 | 5.58 | 3.69 | 2.46 | 1.84 | … | … | 4.52 | 6.95 | 7.37 | 5.24 | 4.83 | 5.61 | 3.80 |
Data as of 12/16/2025, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHE (iShares iBonds 2025 Term High Yield and Income ETF) |
1.03%
Sep 2019 – Sep 2022 |
4.37%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHE (iShares iBonds 2025 Term High Yield and Income ETF) |
8.43%
Sep 2022 – Sep 2025 |
7.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart