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
IBID (iShares iBonds Oct 2027 Term TIPS ETF) 2.17% 4.55% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/14/2023
More Performance Analytics Comparison
Name Start Date End Date
IBID (iShares iBonds Oct 2027 Term TIPS ETF) 09/14/2023 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 (%) 0.19 4.55 NA NA NA NA NA 2.17 5.67 4.73 0.00
Sharpe Ratio NA 1.43 NA NA NA NA NA 1.86 1.57 0.48 NA
Standard Deviation(%) NA 1.33 NA NA NA NA NA 1.41 1.83 2.32 4.02
Draw Down(%) NA 0.46 NA NA NA NA NA 0.46 0.99 1.02 1.28
Yield(%) 0.00 3.41 NA NA NA NA NA 0.00 4.48 4.26 NA
Data as of 06/05/2026, Common starting date is 09/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBID (iShares iBonds Oct 2027 Term TIPS ETF) 0.00%
NA
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
IBID (iShares iBonds Oct 2027 Term TIPS ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return