Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPLCF (iShares VII Public Limited Company – iShares MSCI USA Small Cap UCITS ETF) | NA | -0.24% | 10.73% | 12.44% | NA | NA | NA | … | … |
Data as of 11/25/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLCF (iShares VII Public Limited Company – iShares MSCI USA Small Cap UCITS ETF) | 04/01/2020 | 11/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.94 | -0.24 | 10.73 | 12.44 | NA | NA | NA | … | … | 8.18 | 10.68 | 17.59 | -6.35 | 49.06 | 46.86 |
| Sharpe Ratio | NA | -0.15 | 0.27 | 0.16 | NA | NA | NA | … | … | 0.28 | 0.22 | 0.43 | -0.12 | 0.63 | 2.66 |
| Standard Deviation(%) | NA | 21.09 | 24.68 | 63.34 | NA | NA | NA | … | … | 21.70 | 19.42 | 31.28 | 65.38 | 126.65 | 24.99 |
| Draw Down(%) | NA | 27.65 | 27.65 | 28.04 | NA | NA | NA | … | … | 24.60 | 8.46 | 17.39 | 22.24 | 28.04 | 5.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/25/2025, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLCF (iShares VII Public Limited Company – iShares MSCI USA Small Cap UCITS ETF) |
-1.10%
Apr 2021 – Apr 2024 |
13.03%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLCF (iShares VII Public Limited Company – iShares MSCI USA Small Cap UCITS ETF) |
21.11%
Jul 2020 – Jul 2023 |
16.52%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart