Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAOR (iShares ESG Aware Growth Allocation ETF) | 5.07% | 16.69% | 13.09% | 5.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAOR (iShares ESG Aware Growth Allocation ETF) | 06/19/2020 | 06/05/2026 |
| 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 (%) | -1.85 | 16.69 | 13.09 | 5.92 | NA | NA | NA | … | … | 5.07 | 15.45 | 10.70 | 14.97 | -16.66 | 10.51 | 15.21 |
| Sharpe Ratio | NA | 1.97 | 1.15 | 0.37 | NA | NA | NA | … | … | 1.49 | 1.19 | 0.87 | 1.30 | -1.22 | 1.32 | 2.97 |
| Standard Deviation(%) | NA | 8.54 | 9.49 | 10.51 | NA | NA | NA | … | … | 10.48 | 10.82 | 8.10 | 8.81 | 14.83 | 7.94 | 10.17 |
| Draw Down(%) | NA | 6.62 | 10.30 | 22.92 | NA | NA | NA | … | … | 6.62 | 10.30 | 4.42 | 8.75 | 22.39 | 3.81 | 5.23 |
| Yield(%) | 0.00 | 2.22 | 2.69 | 2.09 | 1.42 | 0.94 | 0.71 | … | … | 0.00 | 2.76 | 2.74 | 2.68 | 1.63 | 1.52 | 1.22 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EAOR (iShares ESG Aware Growth Allocation ETF) |
0.66%
Apr 2021 – Apr 2024 |
5.48%
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 |
|---|---|---|---|---|
| EAOR (iShares ESG Aware Growth Allocation ETF) |
15.23%
Sep 2022 – Sep 2025 |
8.42%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart