Performance analysis of MEAR (ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF)
Annual Return
Over the past 3 years, MEAR has had an average annual return of +3.58%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MEAR has had an average annual return of +2.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MEAR has had an average annual return of +1.78%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Mar 5, 2015, MEAR has had an average annual return of +1.68%, underperforming the benchmark SPY, which returned +13.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.06% | +3.77% | +3.40% | +3.92% | +0.09% | +0.06% | +1.17% | +1.91% | +1.63% | +1.12% | +0.31% | +0.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.41% | +0.37% | -0.31% | +0.21% | +0.29% | +0.08% | +1.06% | ||||||
| 2025 | +0.52% | +0.55% | +0.02% | -0.03% | +0.44% | +0.39% | +0.40% | +0.46% | +0.35% | +0.08% | +0.24% | +0.27% | +3.77% |
| 2024 | +0.38% | +0.15% | +0.30% | +0.15% | +0.42% | +0.42% | +0.39% | +0.52% | +0.26% | -0.04% | +0.53% | -0.12% | +3.40% |
| 2023 | +0.44% | -0.08% | +0.68% | +0.00925% | +0.24% | +0.39% | +0.29% | +0.38% | -0.04% | +0.30% | +0.77% | +0.47% | +3.92% |
| 2022 | -0.35% | -0.03% | -0.30% | -0.22% | +0.27% | -0.03% | +0.31% | -0.18% | -0.08% | +0.10% | +0.43% | +0.15% | +0.09% |
| 2021 | -0.03% | -0.03% | +0.16% | +0% | +0.00935% | -0.03% | +0.07% | +0.00934% | -0.06% | -0.11% | +0.05% | +0.02% | +0.06% |
| 2020 | +0.29% | +0.21% | -0.95% | +0.40% | +0.48% | +0.26% | +0.24% | +0.00938% | +0.00938% | +0.06% | +0.02% | +0.15% | +1.17% |
| 2019 | +0.12% | +0.10% | +0.26% | +0.05% | +0.42% | +0.16% | +0.28% | +0.20% | -0.09% | +0.16% | +0.12% | +0.12% | +1.91% |
| 2018 | -0.07% | +0.02% | +0.03% | +0.28% | +0.17% | +0.42% | +0.15% | -0.13% | +0.28% | +0.04% | +0.11% | +0.32% | +1.63% |
| 2017 | +0.09% | +0.62% | +0.02% | +0.03% | +0.07% | +0.04% | +0.17% | +0.26% | +0.10% | -0.07% | -0.25% | +0.05% | +1.12% |
Drawdown analysis of MEAR (ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF)
The maximum drawdown for the MEAR was -2.68%, occurring on Mar 23, 2020. Recovery took 69 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.68% | Mar 6, 2020 | 11 | Mar 23, 2020 | 69 | Jun 30, 2020 | 80 |
| -1.12% | Jul 22, 2021 | 197 | May 3, 2022 | 169 | Jan 4, 2023 | 366 |
| -0.87% | Aug 23, 2016 | 59 | Nov 15, 2016 | 57 | Feb 8, 2017 | 116 |
| -0.86% | Apr 3, 2025 | 2 | Apr 7, 2025 | 27 | May 15, 2025 | 29 |
| -0.78% | Sep 14, 2015 | 68 | Dec 18, 2015 | 39 | Feb 17, 2016 | 107 |
| -0.56% | Mar 6, 2015 | 66 | Jun 10, 2015 | 41 | Aug 7, 2015 | 107 |
| -0.52% | Sep 14, 2017 | 70 | Dec 22, 2017 | 93 | May 9, 2018 | 163 |
| -0.47% | Feb 26, 2026 | 18 | Mar 24, 2026 | 30 | May 6, 2026 | 48 |
| -0.43% | Feb 17, 2017 | 1 | Feb 21, 2017 | 2 | Feb 23, 2017 | 3 |
| -0.36% | Feb 8, 2017 | 1 | Feb 9, 2017 | 6 | Feb 17, 2017 | 7 |
| -0.36% | Apr 12, 2023 | 4 | Apr 18, 2023 | 30 | May 31, 2023 | 34 |
| -0.36% | Feb 17, 2016 | 12 | Mar 4, 2016 | 46 | May 10, 2016 | 58 |
| -0.36% | Sep 8, 2020 | 18 | Oct 2, 2020 | 57 | Dec 23, 2020 | 75 |
| -0.35% | Mar 7, 2017 | 14 | Mar 27, 2017 | 10 | Apr 10, 2017 | 24 |
| -0.32% | Jun 21, 2018 | 2 | Jun 25, 2018 | 3 | Jun 28, 2018 | 5 |
| -0.31% | Jun 28, 2018 | 3 | Jul 3, 2018 | 8 | Jul 16, 2018 | 11 |
| -0.31% | Jul 6, 2020 | 2 | Jul 8, 2020 | 4 | Jul 14, 2020 | 6 |
| -0.30% | May 2, 2017 | 1 | May 3, 2017 | 12 | May 19, 2017 | 13 |
| -0.29% | Oct 11, 2018 | 16 | Nov 2, 2018 | 9 | Nov 15, 2018 | 25 |
| -0.29% | Apr 10, 2017 | 1 | Apr 11, 2017 | 2 | Apr 13, 2017 | 3 |
| -0.28% | Aug 14, 2019 | 25 | Sep 19, 2019 | 14 | Oct 9, 2019 | 39 |
| -0.28% | Apr 17, 2017 | 2 | Apr 19, 2017 | 5 | Apr 26, 2017 | 7 |
| -0.27% | Aug 23, 2018 | 6 | Aug 31, 2018 | 19 | Sep 28, 2018 | 25 |
| -0.27% | Dec 23, 2020 | 6 | Jan 4, 2021 | 69 | Apr 14, 2021 | 75 |
| -0.26% | Jun 22, 2016 | 13 | Jul 12, 2016 | 13 | Jul 29, 2016 | 26 |