Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) | 19.15% | 45.58% | 28.24% | 24.87% | 16.48% | 16.02% | NA | 8.20% |
Data as of 07/03/2025, AR inception is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) | 05/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.07 | 45.58 | 28.24 | 24.87 | 16.48 | 16.02 | NA | 8.20 | 19.15 | 34.37 | 15.28 | -10.87 | 40.49 | 18.59 | 24.28 | -9.45 | 28.86 | 21.34 | -1.38 | 11.71 | 65.66 | 16.40 | -27.09 | 4.88 | 42.06 | -60.30 | -4.29 | 5.67 |
| Sharpe Ratio | NA | 1.63 | 1.10 | 1.08 | 0.62 | NA | NA | 0.24 | 1.08 | 1.66 | 0.59 | -0.47 | 2.06 | 0.44 | 1.45 | -0.57 | 2.01 | 0.95 | -0.07 | 0.67 | 4.19 | 0.84 | -0.78 | 0.20 | 0.90 | -0.89 | -0.28 | 0.23 |
| Standard Deviation(%) | NA | 24.91 | 21.05 | 21.59 | 23.32 | NA | NA | 29.14 | 29.66 | 16.74 | 18.79 | 26.02 | 19.64 | 41.68 | 15.75 | 18.93 | 14.13 | 22.18 | 20.08 | 17.57 | 15.67 | 19.71 | 34.56 | 23.56 | 46.74 | 68.56 | 26.47 | 24.01 |
| Draw Down(%) | NA | 23.39 | 23.39 | 28.84 | 40.38 | NA | NA | 75.32 | 23.39 | 7.40 | 17.71 | 28.18 | 9.18 | 40.38 | 9.38 | 23.98 | 8.41 | 20.23 | 16.39 | 11.64 | 8.28 | 23.60 | 39.23 | 21.94 | 27.18 | 72.25 | 19.79 | 19.73 |
| Yield(%) | 0.00 | 0.67 | 1.73 | 2.46 | 2.75 | 4.09 | 1.54 | 1.62 | 0.00 | 1.41 | 2.02 | 1.85 | 1.83 | 1.78 | 1.84 | 1.41 | 1.73 | 1.82 | 1.28 | 1.25 | 1.80 | 3.27 | 0.89 | 1.63 | 0.79 | 0.91 | 0.64 | 0.21 |
Data as of 07/03/2025, AR inception is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) |
-23.11%
Jun 2007 - Jun 2010 |
-17.06%
May 2007 - May 2012 |
-0.91%
Jun 2006 - Jun 2016 |
4.54%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) |
30.04%
Jul 2012 - Jul 2015 |
25.09%
Jun 2016 - Jun 2021 |
20.07%
Dec 2011 - Dec 2021 |
15.77%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart