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
LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) 0.31% 3.21% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/07/2024
More Performance Analytics Comparison
Name Start Date End Date
LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) 11/07/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.20 3.21 NA NA NA NA NA 0.31 5.58 0.45
Sharpe Ratio NA 0.20 NA NA NA NA NA -0.74 0.89 -0.02
Standard Deviation(%) NA 2.78 NA NA NA NA NA 2.40 3.02 1.82
Draw Down(%) NA 1.40 NA NA NA NA NA 1.40 0.79 0.60
Yield(%) 0.31 3.77 2.05 1.23 0.62 0.41 0.31 1.54 3.92 0.68
Data as of 06/05/2026, Common starting date is 11/07/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LDRT (iShares iBonds 1-5 Year Treasury Ladder 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
LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return