iShares Short 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: Short 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%	*	*	*	*	*	*	*
Agency Bond	AGZ	Fixed Income	-0.4%	2.4%	5.5%	*	*	*	*	*	*	*
Floating Rate Loan Act	BRLN	Fixed Income	1.4%	1.2%	5.9%	*	*	*	*	*	*	*
AAA CLO Act	CLOA	Fixed Income	0.9%	2.1%	6.0%	*	*	*	*	*	*	*
Enhanced Short-Term Bond Act	CSHP	Fixed Income	0.4%	1.7%		*	*	*	*	*	*	*
Floating Rate Bond	FLOT	Fixed Income	0.5%	1.8%	5.2%	*	*	*	*	*	*	*
Ultra Short-Term Bond Act	ICSH	Fixed Income	0.3%	2.0%	5.3%	*	*	*	*	*	*	*
1-5 Yr Invmt Grd Corp Bond	IGSB	Fixed Income	0.3%	2.9%	7.0%	*	*	*	*	*	*	*
1-3 Yr Intl Treasury Bond	ISHG	Fixed Income	0.4%	10.3%	8.8%	*	*	*	*	*	*	*
Core 1-5 Yr USD Bd	ISTB	Fixed Income	-0.0%	2.7%	6.5%	*	*	*	*	*	*	*
iBonds 1-5 Yr Corp Ladder	LDRC	Fixed Income	0.2%	2.5%		*	*	*	*	*	*	*
iBonds 1-5 Yr HY & Inc Ladder	LDRH	Fixed Income	1.2%	2.4%	-30.5%	*	*	*	*	*	*	*
iBonds 1-5 Yr Trsy Laddr	LDRT	Fixed Income	-0.3%	2.5%		*	*	*	*	*	*	*
Short Dur Bond Act	NEAR	Fixed Income	-0.2%	2.3%	6.4%	*	*	*	*	*	*	*
0-3M T-Bond	SGOV	Fixed Income	0.4%	1.7%	4.8%	*	*	*	*	*	*	*
Short Treas Bd	SHV	Fixed Income	0.3%	1.7%	4.7%	*	*	*	*	*	*	*
1-3 Yr Treasury Bd	SHY	Fixed Income	-0.3%	2.1%	5.5%	*	*	*	*	*	*	*
0-5 Yr HY Corp Bond	SHYG	Fixed Income	1.5%	2.7%	8.6%	*	*	*	*	*	*	*
0-5 Year Inv Grade Corp Bond	SLQD	Fixed Income	0.2%	2.6%	6.5%	*	*	*	*	*	*	*
ESG Aware 1-5Yr USD Corp Bond	SUSB	Fixed Income	0.3%	2.9%	6.9%	*	*	*	*	*	*	*
T-Float Rate Bond	TFLO	Fixed Income	0.4%	1.8%	4.7%	*	*	*	*	*	*	*