Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBHG (iShares® iBonds® 2027 Term High Yield and Income ETF) | 1.19% | 4.85% | 7.33% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBHG (iShares® iBonds® 2027 Term High Yield and Income ETF) | 07/13/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 4.85 | 7.33 | NA | NA | NA | NA | … | … | 1.19 | 6.90 | 7.42 | 11.33 | -8.96 | 1.14 |
| Sharpe Ratio | NA | 1.04 | 0.99 | NA | NA | NA | NA | … | … | -0.06 | 1.02 | 1.04 | 1.10 | -0.98 | 0.82 |
| Standard Deviation(%) | NA | 2.12 | 4.18 | NA | NA | NA | NA | … | … | 2.23 | 3.96 | 3.66 | 7.05 | 10.65 | 2.90 |
| Draw Down(%) | NA | 0.73 | 3.39 | NA | NA | NA | NA | … | … | 0.73 | 3.39 | 1.75 | 4.38 | 13.73 | 1.54 |
| Yield(%) | 0.00 | 5.99 | 6.73 | 5.37 | 2.69 | 1.79 | 1.34 | … | … | 2.39 | 6.37 | 7.04 | 6.89 | 4.85 | 2.11 |
Data as of 06/18/2026, Common starting date is 07/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBHG (iShares® iBonds® 2027 Term High Yield and Income ETF) |
2.45%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| IBHG (iShares® iBonds® 2027 Term High Yield and Income ETF) |
9.93%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart