Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIK (iShares Trust) | 0.70% | 4.58% | NA | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 05/24/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIK (iShares Trust) | 05/24/2024 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 4.58 | NA | NA | NA | NA | NA | … | … | 0.70 | 8.91 | 1.43 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -0.20 | 1.11 | -0.19 |
| Standard Deviation(%) | NA | 4.16 | NA | NA | NA | NA | NA | … | … | 4.28 | 5.56 | 5.77 |
| Draw Down(%) | NA | 2.48 | NA | NA | NA | NA | NA | … | … | 2.48 | 3.65 | 5.28 |
| Yield(%) | 0.00 | 3.43 | 2.40 | 1.44 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 4.61 | 2.64 |
Data as of 06/18/2026, Common starting date is 05/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIK (iShares Trust) |
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 |
|---|---|---|---|---|
| IBIK (iShares Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart