Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EPP (iShares MSCI Pacific ex-Japan ETF) | 13.35% | 16.13% | 9.98% | 7.37% | 5.45% | 6.21% | 6.51% | 8.84% |
Data as of 07/03/2025, AR inception is 10/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPP (iShares MSCI Pacific ex-Japan ETF) | 10/26/2001 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 16.13 | 9.98 | 7.37 | 5.45 | 6.21 | 6.51 | 8.84 | 13.35 | 4.76 | 5.75 | -6.59 | 4.25 | 6.00 | 18.30 | -10.77 | 26.10 | 7.22 | -8.59 | -1.94 | 3.43 | 26.63 | -13.61 | 17.70 | 63.49 | -47.57 | 29.21 | 32.30 | 13.55 | 28.63 | 44.79 | -5.05 | 7.91 |
| Sharpe Ratio | NA | 0.68 | 0.29 | 0.36 | 0.18 | NA | NA | 0.32 | 1.03 | -0.12 | 0.09 | -0.37 | 0.30 | 0.15 | 1.33 | -0.82 | 2.61 | 0.37 | -0.42 | -0.15 | 0.21 | 1.52 | -0.43 | 0.64 | 1.73 | -0.88 | 0.96 | 1.88 | 0.88 | 1.55 | 3.16 | -0.36 | 3.69 |
| Standard Deviation(%) | NA | 19.65 | 18.21 | 17.61 | 20.02 | NA | NA | 23.41 | 22.59 | 15.49 | 16.24 | 21.56 | 14.05 | 37.95 | 12.73 | 14.82 | 9.81 | 19.02 | 20.44 | 13.11 | 16.00 | 17.60 | 31.64 | 27.50 | 36.74 | 54.65 | 27.49 | 15.52 | 12.97 | 17.89 | 13.95 | 17.04 | 14.46 |
| Draw Down(%) | NA | 19.29 | 19.29 | 26.32 | 39.31 | NA | NA | 66.01 | 16.56 | 9.44 | 18.08 | 24.25 | 11.24 | 39.31 | 10.37 | 17.80 | 2.99 | 12.71 | 25.56 | 15.67 | 17.21 | 14.68 | 28.79 | 23.03 | 25.43 | 62.14 | 17.59 | 15.01 | 8.57 | 16.92 | 9.04 | 18.74 | 3.20 |
| Yield(%) | 0.00 | 2.21 | 3.38 | 3.88 | 3.95 | 4.82 | 5.50 | 9.33 | 0.00 | 3.89 | 4.17 | 3.90 | 4.55 | 2.33 | 4.45 | 4.22 | 4.93 | 4.15 | 4.29 | 4.11 | 3.98 | 4.93 | 3.62 | 3.63 | 5.38 | 1.23 | 5.82 | 5.16 | 4.14 | 4.08 | 1.41 | 1.61 | 0.00 |
Data as of 07/03/2025, AR inception is 10/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPP (iShares MSCI Pacific ex-Japan ETF) |
-11.63%
Feb 2006 - Feb 2009 |
-1.57%
Feb 2011 - Feb 2016 |
1.50%
Oct 2013 - Oct 2023 |
1.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPP (iShares MSCI Pacific ex-Japan ETF) |
34.60%
Oct 2004 - Oct 2007 |
31.95%
Oct 2002 - Oct 2007 |
15.31%
Feb 2003 - Feb 2013 |
11.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart