Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FILL (iShares MSCI Global Energy Producers ETF) | 5.43% | -6.25% | 9.54% | 19.11% | 6.39% | NA | NA | 3.39% |
Data as of 07/18/2025, AR inception is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FILL (iShares MSCI Global Energy Producers ETF) | 02/02/2012 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.98 | -6.25 | 9.54 | 19.11 | 6.39 | NA | NA | 3.39 | 5.43 | -1.28 | 3.66 | 42.54 | 42.01 | -28.35 | 10.52 | -11.69 | 9.79 | 27.99 | -21.68 | -15.88 | 14.70 | -4.86 |
| Sharpe Ratio | NA | -0.41 | 0.28 | 0.66 | 0.18 | NA | NA | 0.09 | 0.27 | -0.49 | -0.03 | 1.30 | 1.65 | -0.57 | 0.54 | -0.62 | 0.68 | 1.11 | -0.87 | -0.73 | 0.68 | -0.22 |
| Standard Deviation(%) | NA | 22.98 | 22.42 | 25.51 | 26.80 | NA | NA | 25.75 | 26.42 | 16.14 | 21.16 | 31.82 | 25.43 | 50.14 | 17.01 | 21.09 | 13.46 | 24.95 | 25.07 | 21.67 | 21.49 | 24.87 |
| Draw Down(%) | NA | 20.00 | 23.14 | 25.10 | 62.74 | NA | NA | 65.27 | 17.67 | 17.12 | 15.18 | 25.10 | 15.49 | 57.60 | 18.69 | 26.84 | 12.13 | 11.90 | 28.26 | 31.81 | 9.56 | 20.94 |
| Yield(%) | 0.00 | 2.22 | 4.50 | 6.83 | 4.01 | 2.58 | 1.94 | 2.98 | 0.00 | 4.09 | 4.29 | 6.39 | 5.34 | 2.71 | 5.86 | 2.74 | 3.31 | 3.49 | 2.64 | 2.08 | 2.75 | 2.42 |
Data as of 07/18/2025, AR inception is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FILL (iShares MSCI Global Energy Producers ETF) |
-18.11%
Oct 2017 - Oct 2020 |
-9.38%
Mar 2015 - Mar 2020 |
2.30%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FILL (iShares MSCI Global Energy Producers ETF) |
41.49%
Oct 2020 - Oct 2023 |
24.03%
Mar 2020 - Mar 2025 |
6.02%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart