Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTJ (iShares iBonds Dec 2029 Term Treasury ETF) | -0.19% | 3.59% | 3.59% | -0.16% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTJ (iShares iBonds Dec 2029 Term Treasury ETF) | 03/02/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 3.59 | 3.59 | -0.16 | NA | NA | NA | … | … | -0.19 | 6.89 | 1.84 | 4.49 | -12.46 | -3.57 | 3.47 |
| Sharpe Ratio | NA | 0.19 | 0.04 | -0.44 | NA | NA | NA | … | … | -1.34 | 1.25 | -0.41 | 0.12 | -1.69 | -0.76 | 0.52 |
| Standard Deviation(%) | NA | 2.44 | 4.24 | 5.75 | NA | NA | NA | … | … | 2.37 | 3.22 | 4.36 | 7.28 | 8.24 | 4.72 | 7.76 |
| Draw Down(%) | NA | 1.62 | 4.45 | 17.22 | NA | NA | NA | … | … | 1.62 | 1.59 | 3.33 | 6.70 | 15.29 | 5.45 | 5.30 |
| Yield(%) | 0.00 | 3.80 | 3.78 | 2.59 | 1.38 | 0.92 | 0.69 | … | … | 1.55 | 3.89 | 3.87 | 3.49 | 1.61 | 0.71 | 0.63 |
Data as of 06/09/2026, Common starting date is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTJ (iShares iBonds Dec 2029 Term Treasury ETF) |
-6.13%
Oct 2020 – Oct 2023 |
-1.73%
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 |
|---|---|---|---|---|
| IBTJ (iShares iBonds Dec 2029 Term Treasury ETF) |
4.82%
Oct 2022 – Oct 2025 |
0.33%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart