iShares Intermed Term Funds Summary Page

for period ending May 31, 2025

More ways to view this list of iShares funds:
by Category: Broad, Digital Assets, Focused, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the iShares funds.
Sort any column by clicking the heading in the gray row. Click any iShares fund name below for full details.

Maximum Drawdown vs. Annual Return

● iShares Funds: Intermed Term ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

iShares Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
Core US Agg Bond	AGG	Fixed Income	-0.6%	2.6%	5.6%	*	*	*	*	*	*	*
Inflation Hdgd US Agg Bond	AGIH	Fixed Income	-0.4%	3.6%	5.4%	*	*	*	*	*	*	*
Intrst Rate Hdgd US Agg Bond	AGRH	Fixed Income	0.8%	1.4%	4.4%	*	*	*	*	*	*	*
USD Green Bond	BGRN	Fixed Income	0.2%	2.6%	5.9%	*	*	*	*	*	*	*
Total Return Act	BRTR	Fixed Income	-0.1%	2.6%	5.4%	*	*	*	*	*	*	*
ESG Aware US Agg Bond	EAGG	Fixed Income	-0.6%	2.5%	5.4%	*	*	*	*	*	*	*
ESG Adv IG Corp Bond	ELQD	Fixed Income	-0.2%	2.8%	5.5%	*	*	*	*	*	*	*
ESG Adv Total USD Bond Mkt	EUSB	Fixed Income	-0.4%	2.7%	5.8%	*	*	*	*	*	*	*
Gov/Credit Bond	GBF	Fixed Income	-0.7%	2.3%	5.0%	*	*	*	*	*	*	*
U.S. Tsy Bond	GOVT	Fixed Income	-1.1%	0.2%	5.0%	*	*	*	*	*	*	*
Inter Gov/Credit Bond	GVI	Fixed Income	-0.2%	2.9%	6.2%	*	*	*	*	*	*	*
Convertible Bond	ICVT	Fixed Income	2.9%	3.1%	13.8%	*	*	*	*	*	*	*
7-10 Yr Treasury Bd	IEF	Fixed Income	-1.2%	3.6%	5.7%	*	*	*	*	*	*	*
3-7 Yr Treasury Bd	IEI	Fixed Income	-0.7%	3.4%	6.5%	*	*	*	*	*	*	*
Investment Grade Sys Bond	IGEB	Fixed Income	0.6%	2.6%	6.4%	*	*	*	*	*	*	*
5-10 Yr Inv Grade Corp Bond	IGIB	Fixed Income	0.4%	3.5%	7.5%	*	*	*	*	*	*	*
10+ Yr Invmt Grd Corp Bond	IGLB	Fixed Income	-0.0%	0.9%	2.8%	*	*	*	*	*	*	*
Core 5-10 Yr USD Bond	IMTB	Fixed Income	-0.6%	2.9%	6.4%	*	*	*	*	*	*	*
Core Total USD Bond Mkt	IUSB	Fixed Income	-0.4%	2.5%	5.8%	*	*	*	*	*	*	*
iBoxx $ IG Corp Bond	LQD	Fixed Income	0.2%	2.4%	5.4%	*	*	*	*	*	*	*
BBB Rated Corp Bond	LQDB	Fixed Income	0.4%	2.3%	5.6%	*	*	*	*	*	*	*
Interest Rate Hdgd Corp Bond	LQDH	Fixed Income	2.0%	1.3%	4.7%	*	*	*	*	*	*	*
Infl Hedged Corp Bond	LQDI	Fixed Income	0.8%	3.5%	4.8%	*	*	*	*	*	*	*
Inv Grade Corp Bond BuyWrite	LQDW	Fixed Income	0.9%	3.7%	6.2%	*	*	*	*	*	*	*
Aaa - A Rated Corp Bond	QLTA	Fixed Income	-0.1%	2.4%	5.3%	*	*	*	*	*	*	*
ESG Aware USD Corp Bond	SUSC	Fixed Income	0.2%	2.3%	5.4%	*	*	*	*	*	*	*
Broad USD Inv Grade Corp Bond	USIG	Fixed Income	0.2%	2.5%	5.8%	*	*	*	*	*	*	*