Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMXF (iShares ESG Advanced MSCI EAFE ETF) | 12.40% | 19.57% | 15.27% | 7.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMXF (iShares ESG Advanced MSCI EAFE ETF) | 06/19/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 19.57 | 15.27 | 7.00 | NA | NA | NA | … | … | 12.40 | 17.52 | 3.99 | 20.52 | -19.25 | 10.90 | 23.65 |
| Sharpe Ratio | NA | 1.06 | 0.73 | 0.25 | NA | NA | NA | … | … | 1.31 | 0.83 | -0.19 | 1.16 | -0.85 | 0.80 | 3.28 |
| Standard Deviation(%) | NA | 16.11 | 16.17 | 17.64 | NA | NA | NA | … | … | 20.47 | 18.04 | 13.93 | 14.10 | 24.29 | 13.60 | 14.82 |
| Draw Down(%) | NA | 11.85 | 16.55 | 34.52 | NA | NA | NA | … | … | 11.85 | 14.53 | 10.34 | 12.99 | 32.46 | 7.30 | 6.81 |
| Yield(%) | 0.00 | 4.92 | 3.83 | 2.76 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 5.67 | 2.99 | 2.67 | 1.87 | 2.07 | 0.38 |
Data as of 06/04/2026, Common starting date is 06/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMXF (iShares ESG Advanced MSCI EAFE ETF) |
0.40%
Dec 2021 – Dec 2024 |
6.02%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMXF (iShares ESG Advanced MSCI EAFE ETF) |
20.46%
Sep 2022 – Sep 2025 |
10.03%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart