Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) | 1.00% | 2.78% | 2.95% | 0.61% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) | 04/05/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 2.78 | 2.95 | 0.61 | NA | NA | NA | … | … | 1.00 | 3.12 | 1.97 | 2.90 | -5.37 | -0.11 | 5.52 | 4.78 |
| Sharpe Ratio | NA | 0.05 | -0.21 | -0.87 | NA | NA | NA | … | … | -0.40 | 0.16 | -0.99 | -0.31 | -2.11 | -0.08 | 0.48 | 2.26 |
| Standard Deviation(%) | NA | 1.13 | 1.64 | 2.16 | NA | NA | NA | … | … | 1.12 | 1.51 | 1.67 | 2.46 | 3.24 | 1.71 | 10.91 | 2.28 |
| Draw Down(%) | NA | 0.38 | 1.76 | 8.85 | NA | NA | NA | … | … | 0.18 | 0.98 | 0.85 | 2.79 | 8.24 | 1.76 | 14.77 | 2.02 |
| Yield(%) | 0.00 | 2.40 | 2.21 | 1.59 | 1.10 | 0.74 | 0.55 | … | … | 0.99 | 2.38 | 2.14 | 1.67 | 0.84 | 0.61 | 1.08 | 1.05 |
Data as of 06/10/2026, Common starting date is 04/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) |
-1.74%
Sep 2020 – Sep 2023 |
0.35%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) |
3.43%
Oct 2022 – Oct 2025 |
1.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart