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IGLB vs. HBB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IGLB and HBB is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

IGLB vs. HBB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) and Hamilton Beach Brands Holding Company (HBB). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.88%
-35.40%
IGLB
HBB

Key characteristics

Sharpe Ratio

IGLB:

0.41

HBB:

-0.12

Sortino Ratio

IGLB:

0.63

HBB:

0.28

Omega Ratio

IGLB:

1.07

HBB:

1.04

Calmar Ratio

IGLB:

0.16

HBB:

-0.15

Martin Ratio

IGLB:

1.05

HBB:

-0.30

Ulcer Index

IGLB:

3.84%

HBB:

26.43%

Daily Std Dev

IGLB:

9.99%

HBB:

64.65%

Max Drawdown

IGLB:

-34.12%

HBB:

-81.89%

Current Drawdown

IGLB:

-19.09%

HBB:

-47.28%

Returns By Period

In the year-to-date period, IGLB achieves a 1.66% return, which is significantly lower than HBB's 4.87% return.


IGLB

YTD

1.66%

1M

0.84%

6M

-2.87%

1Y

4.02%

5Y*

-2.59%

10Y*

1.97%

HBB

YTD

4.87%

1M

-1.62%

6M

-35.40%

1Y

-2.32%

5Y*

6.57%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

IGLB vs. HBB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGLB
The Risk-Adjusted Performance Rank of IGLB is 1414
Overall Rank
The Sharpe Ratio Rank of IGLB is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of IGLB is 1414
Sortino Ratio Rank
The Omega Ratio Rank of IGLB is 1414
Omega Ratio Rank
The Calmar Ratio Rank of IGLB is 1212
Calmar Ratio Rank
The Martin Ratio Rank of IGLB is 1515
Martin Ratio Rank

HBB
The Risk-Adjusted Performance Rank of HBB is 3939
Overall Rank
The Sharpe Ratio Rank of HBB is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of HBB is 4040
Sortino Ratio Rank
The Omega Ratio Rank of HBB is 4040
Omega Ratio Rank
The Calmar Ratio Rank of HBB is 3737
Calmar Ratio Rank
The Martin Ratio Rank of HBB is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IGLB vs. HBB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) and Hamilton Beach Brands Holding Company (HBB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for IGLB, currently valued at 0.41, compared to the broader market0.002.004.000.41-0.12
The chart of Sortino ratio for IGLB, currently valued at 0.63, compared to the broader market-2.000.002.004.006.008.0010.0012.000.630.28
The chart of Omega ratio for IGLB, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.001.071.04
The chart of Calmar ratio for IGLB, currently valued at 0.16, compared to the broader market0.005.0010.0015.000.16-0.15
The chart of Martin ratio for IGLB, currently valued at 1.05, compared to the broader market0.0020.0040.0060.0080.00100.001.05-0.30
IGLB
HBB

The current IGLB Sharpe Ratio is 0.41, which is higher than the HBB Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of IGLB and HBB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.41
-0.12
IGLB
HBB

Dividends

IGLB vs. HBB - Dividend Comparison

IGLB's dividend yield for the trailing twelve months is around 5.06%, more than HBB's 2.58% yield.


TTM20242023202220212020201920182017201620152014
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
5.06%5.11%4.59%4.56%3.16%3.23%3.73%4.56%3.94%4.21%4.58%4.12%
HBB
Hamilton Beach Brands Holding Company
2.58%2.70%2.49%3.35%2.75%2.11%1.86%1.45%0.33%0.00%0.00%0.00%

Drawdowns

IGLB vs. HBB - Drawdown Comparison

The maximum IGLB drawdown since its inception was -34.12%, smaller than the maximum HBB drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for IGLB and HBB. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%SeptemberOctoberNovemberDecember2025February
-19.09%
-47.28%
IGLB
HBB

Volatility

IGLB vs. HBB - Volatility Comparison

The current volatility for iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) is 2.62%, while Hamilton Beach Brands Holding Company (HBB) has a volatility of 11.43%. This indicates that IGLB experiences smaller price fluctuations and is considered to be less risky than HBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%SeptemberOctoberNovemberDecember2025February
2.62%
11.43%
IGLB
HBB
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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