Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBTK (iShares iBonds Dec 2030 Term Treasury ETF) | -0.39% | 3.60% | 3.28% | -0.70% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBTK (iShares iBonds Dec 2030 Term Treasury ETF) | 12/31/2020 | 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 (%) | -0.21 | 3.60 | 3.28 | -0.70 | NA | NA | NA | … | … | -0.39 | 7.40 | 1.17 | 4.08 | -14.67 | -4.20 | 0.00 |
| Sharpe Ratio | NA | 0.12 | -0.04 | -0.46 | NA | NA | NA | … | … | -1.27 | 1.15 | -0.47 | 0.05 | -1.64 | -0.66 | NA |
| Standard Deviation(%) | NA | 3.02 | 5.11 | 6.90 | NA | NA | NA | … | … | 2.97 | 3.94 | 5.23 | 8.50 | 9.80 | 6.38 | 0.00 |
| Draw Down(%) | NA | 2.31 | 6.04 | 19.27 | NA | NA | NA | … | … | 2.31 | 1.92 | 4.07 | 8.48 | 17.66 | 6.88 | 0.00 |
| Yield(%) | 0.00 | 3.80 | 3.68 | 2.50 | 1.22 | 0.81 | 0.61 | … | … | 1.53 | 3.92 | 3.84 | 3.06 | 1.92 | 0.58 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTK (iShares iBonds Dec 2030 Term Treasury ETF) |
-4.80%
Jan 2021 – Jan 2024 |
-1.27%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBTK (iShares iBonds Dec 2030 Term Treasury ETF) |
4.68%
Oct 2022 – Oct 2025 |
-0.37%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart