Performance analysis of SUB (ISHARES SHORT-TERM NATIONAL MUNI BOND ETF)
Annual Return
Over the past 3 years, SUB has had an average annual return of +3.19%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SUB has had an average annual return of +1.46%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SUB has had an average annual return of +1.49%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 7, 2008, SUB has had an average annual return of +1.59%, underperforming the benchmark SPY, which returned +14.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.78% | +3.64% | +2.18% | +2.90% | -2.05% | +0.03% | +2.51% | +2.93% | +1.85% | +0.74% | -0.09% | +0.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +0.47% | +0.84% | +0.52% | +3.86% | +0.36% | +4.22% | +1.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.57% | +0.32% | -0.65% | +0.28% | +0.14% | +0.12% | +0.78% | ||||||
| 2025 | +0.44% | +0.34% | -0.28% | +0.16% | +0.56% | +0.56% | +0.58% | +0.46% | -0% | -0.00770% | +0.35% | +0.44% | +3.64% |
| 2024 | -0.20% | +0.02% | -0.16% | -0.02% | -0.19% | +0.56% | +0.87% | +0.69% | +0.52% | -0.45% | +0.47% | +0.06% | +2.18% |
| 2023 | +0.67% | -1.24% | +1.26% | -0.20% | -0.53% | +0.52% | +0.07% | -0.03% | -0.74% | +0.38% | +1.93% | +0.82% | +2.90% |
| 2022 | -1.25% | -0.19% | -1.08% | -0.81% | +1% | +0.06% | +0.74% | -1.11% | -1.34% | +0.02% | +1.85% | +0.10% | -2.05% |
| 2021 | +0.05% | -0.37% | +0.22% | +0.16% | -0.04% | +0.09% | +0.24% | -0.05% | -0.25% | -0.12% | +0.05% | +0.07% | +0.03% |
| 2020 | +0.53% | +0.22% | -0.95% | +0.03% | +1.79% | +0.00823% | +0.60% | -0.20% | +0.12% | -0.34% | +0.37% | +0.31% | +2.51% |
| 2019 | +0.21% | +0.12% | +0.51% | +0.06% | +0.58% | +0.29% | +0.54% | +0.17% | -0.32% | +0.39% | +0.08% | +0.27% | +2.93% |
| 2018 | +0.18% | -0.07% | +0.08% | -0.41% | +0.59% | +0.23% | +0.37% | -0% | -0.30% | -0.13% | +0.56% | +0.75% | +1.85% |
| 2017 | +0.19% | +0.48% | -0.04% | +0.17% | +0.43% | -0.21% | +0.37% | +0.34% | -0.30% | -0.14% | -0.58% | +0.04% | +0.74% |
Drawdown analysis of SUB (ISHARES SHORT-TERM NATIONAL MUNI BOND ETF)
The maximum drawdown for the SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 42 trading sessions.
The current SUB drawdown is -0.11%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.46% | Mar 6, 2020 | 9 | Mar 19, 2020 | 42 | May 19, 2020 | 51 |
| -6.40% | Jan 16, 2009 | 27 | Feb 26, 2009 | 641 | Sep 12, 2011 | 668 |
| -4.92% | Jan 13, 2009 | 1 | Jan 14, 2009 | 2 | Jan 16, 2009 | 3 |
| -4.35% | Jul 22, 2021 | 297 | Sep 26, 2022 | 306 | Dec 13, 2023 | 603 |
| -2.43% | Mar 1, 2013 | 79 | Jun 24, 2013 | 86 | Oct 24, 2013 | 165 |
| -1.71% | Aug 24, 2016 | 68 | Nov 30, 2016 | 120 | May 24, 2017 | 188 |
| -1.46% | Jan 17, 2012 | 12 | Feb 2, 2012 | 269 | Mar 1, 2013 | 281 |
| -1.26% | Sep 7, 2017 | 161 | Apr 30, 2018 | 149 | Nov 29, 2018 | 310 |
| -1.23% | Apr 4, 2025 | 2 | Apr 8, 2025 | 35 | May 29, 2025 | 37 |
| -0.92% | Oct 2, 2024 | 25 | Nov 6, 2024 | 53 | Jan 27, 2025 | 78 |
| -0.88% | Jan 30, 2015 | 90 | Jun 10, 2015 | 80 | Oct 2, 2015 | 170 |
| -0.80% | Feb 23, 2026 | 21 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -0.78% | Aug 15, 2019 | 21 | Sep 16, 2019 | 52 | Nov 27, 2019 | 73 |
| -0.76% | Sep 12, 2011 | 21 | Oct 11, 2011 | 37 | Dec 2, 2011 | 58 |
| -0.68% | Dec 27, 2023 | 15 | Jan 19, 2024 | 76 | May 8, 2024 | 91 |
| -0.65% | May 8, 2024 | 14 | May 29, 2024 | 14 | Jun 18, 2024 | 28 |
| -0.64% | Aug 3, 2020 | 63 | Oct 30, 2020 | 37 | Dec 23, 2020 | 100 |
| -0.61% | Feb 26, 2025 | 21 | Mar 27, 2025 | 6 | Apr 4, 2025 | 27 |
| -0.60% | Sep 11, 2025 | 34 | Oct 29, 2025 | 29 | Dec 10, 2025 | 63 |
| -0.58% | Oct 15, 2014 | 50 | Dec 26, 2014 | 20 | Jan 27, 2015 | 70 |
| -0.49% | Feb 18, 2016 | 31 | Apr 4, 2016 | 58 | Jun 24, 2016 | 89 |
| -0.49% | Jan 28, 2021 | 19 | Feb 25, 2021 | 34 | Apr 15, 2021 | 53 |
| -0.40% | Mar 6, 2014 | 18 | Apr 1, 2014 | 75 | Jul 18, 2014 | 93 |
| -0.37% | Oct 22, 2015 | 39 | Dec 17, 2015 | 12 | Jan 6, 2016 | 51 |
| -0.36% | Jun 6, 2017 | 19 | Jul 3, 2017 | 16 | Jul 26, 2017 | 35 |