iShares Tax Exempt 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: Tax Exempt
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | * | * | * | * | * | * | * |
| Short-Term CA Muni Act | CALI | Fixed Income | 0.6% | 1.4% | 3.5% | * | * | * | * | * | * | * |
| Calif. Muni Bond | CMF | Fixed Income | -0.2% | -1.8% | 1.5% | * | * | * | * | * | * | * |
| iBonds Dec 2025 Term Muni Bd | IBMN | Fixed Income | 0.3% | 1.3% | 3.4% | * | * | * | * | * | * | * |
| iBonds Dec 2026 Term Muni Bd | IBMO | Fixed Income | 0.3% | 1.2% | 3.8% | * | * | * | * | * | * | * |
| iBonds 2027 Term Muni | IBMP | Fixed Income | 0.5% | 1.3% | 4.1% | * | * | * | * | * | * | * |
| iBonds Dec 2028 Term Muni Bd | IBMQ | Fixed Income | 0.7% | 1.2% | 4.3% | * | * | * | * | * | * | * |
| iBonds Dec 2029 Term Muni Bd | IBMR | Fixed Income | 0.6% | 1.1% | 4.1% | * | * | * | * | * | * | * |
| iBonds Dec 2030 Term Muni Bd | IBMS | Fixed Income | 0.8% | 1.1% | 4.5% | * | * | * | * | * | * | * |
| Inter Muni Inc Act | INMU | Fixed Income | 0.5% | 0.1% | 3.1% | * | * | * | * | * | * | * |
| Short Maturity Muni Bond Actv | MEAR | Fixed Income | 0.4% | 1.5% | 3.5% | * | * | * | * | * | * | * |
| Nat'l Muni Bond | MUB | Fixed Income | -0.6% | -1.5% | 1.3% | * | * | * | * | * | * | * |
| New York Muni Bond | NYF | Fixed Income | -0.4% | -1.3% | 1.3% | * | * | * | * | * | * | * |
| Short-Term Nat Muni Bd | SUB | Fixed Income | 0.6% | 1.2% | 4.0% | * | * | * | * | * | * | * |