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ICSH vs. MSFT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICSH vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Ultra Short Duration Bond Active ETF (ICSH) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICSH achieves a 1.43% return, which is significantly higher than MSFT's -14.48% return. Over the past 10 years, ICSH has underperformed MSFT with an annualized return of 2.77%, while MSFT has yielded a comparatively higher 24.64% annualized return.


ICSH

1D
0.02%
1M
0.18%
YTD
1.43%
6M
1.75%
1Y
4.30%
3Y*
5.15%
5Y*
3.67%
10Y*
2.77%

MSFT

1D
-1.18%
1M
-0.60%
YTD
-14.48%
6M
-15.77%
1Y
-11.77%
3Y*
8.85%
5Y*
11.09%
10Y*
24.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICSH vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ICSH
iShares Ultra Short Duration Bond Active ETF
1.43%4.96%5.52%5.58%0.97%0.16%1.61%3.17%2.25%1.63%
MSFT
Microsoft Corporation
-14.48%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Correlation

The correlation between ICSH and MSFT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2013

0.05

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Return for Risk

ICSH vs. MSFT — Risk / Return Rank

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

ICSH
ICSH Risk / Return Rank: 9999
Overall Rank
ICSH Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
ICSH Sortino Ratio Rank: 100100
Sortino Ratio Rank
ICSH Omega Ratio Rank: 9999
Omega Ratio Rank
ICSH Calmar Ratio Rank: 9999
Calmar Ratio Rank
ICSH Martin Ratio Rank: 9999
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 2424
Overall Rank
MSFT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2121
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2020
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3131
Calmar Ratio Rank
MSFT Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ICSH vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Ultra Short Duration Bond Active ETF (ICSH) and Microsoft Corporation (MSFT). 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.


ICSHMSFTDifference
Sharpe ratioReturn per unit of total volatility

+11.47

Sortino ratioReturn per unit of downside risk

+27.85

Omega ratioGain probability vs. loss probability

6.56

0.94

+5.63

Calmar ratioReturn relative to maximum drawdown

43.67

-0.35

+44.01

Martin ratioReturn relative to average drawdown

288.81

-0.73

+289.54

ICSH vs. MSFT - Sharpe Ratio Comparison

The current ICSH Sharpe Ratio is 11.01, which is higher than the MSFT Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of ICSH and MSFT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ICSHMSFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

11.01

-0.47

+11.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

7.62

0.42

+7.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

2.63

0.91

+1.72

Sharpe Ratio (All Time)

Calculated using the full available price history

1.93

0.74

+1.19

Drawdowns

ICSH vs. MSFT - Drawdown Comparison

The maximum ICSH drawdown since its inception was -3.94%, smaller than the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for ICSH and MSFT.


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Drawdown Indicators


ICSHMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-3.94%

-69.38%

+65.44%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-33.91%

+33.81%

Max Drawdown (3Y)

Largest decline over 3 years

-0.10%

-33.91%

+33.81%

Max Drawdown (5Y)

Largest decline over 5 years

-0.73%

-37.15%

+36.42%

Max Drawdown (10Y)

Largest decline over 10 years

-3.94%

-37.15%

+33.21%

Current Drawdown

Current decline from peak

-0.02%

-23.56%

+23.54%

Average Drawdown

Average peak-to-trough decline

-0.08%

-21.78%

+21.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

16.13%

-16.12%

Volatility

ICSH vs. MSFT - Volatility Comparison

The current volatility for iShares Ultra Short Duration Bond Active ETF (ICSH) is 0.15%, while Microsoft Corporation (MSFT) has a volatility of 10.25%. This indicates that ICSH experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ICSHMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

10.25%

-10.10%

Volatility (6M)

Calculated over the trailing 6-month period

0.30%

22.36%

-22.06%

Volatility (1Y)

Calculated over the trailing 1-year period

0.39%

25.31%

-24.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.48%

26.64%

-26.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.06%

27.06%

-26.00%

Dividends

ICSH vs. MSFT - Dividend Comparison

ICSH's dividend yield for the trailing twelve months is around 4.34%, more than MSFT's 0.86% yield.


PositionTTM20252024202320222021202020192018201720162015
ICSH
iShares Ultra Short Duration Bond Active ETF
4.34%4.55%5.24%4.78%1.66%0.42%1.21%2.61%2.20%1.36%0.88%0.54%
MSFT
Microsoft Corporation
0.86%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%

Frequently Asked Questions


ICSH and MSFT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSFT has higher volatility (10.25%) compared to ICSH (0.15%). In terms of maximum drawdown, ICSH dropped -3.94% vs MSFT's -69.38%.

ICSH currently has the higher Sharpe Ratio (11.01 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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