Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDAT (Ishares Trust – Cloud Data Tech and Consumer ETF) | NA | 19.51% | 17.45% | NA | NA | NA | NA | … | … |
Data as of 08/18/2025, Common starting date is 06/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDAT (Ishares Trust – Cloud Data Tech and Consumer ETF) | 06/15/2021 | 08/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 19.51 | 17.45 | NA | NA | NA | NA | … | … | 12.54 | 19.64 | 32.53 | -29.62 | 19.11 |
| Sharpe Ratio | NA | 0.64 | 0.57 | NA | NA | NA | NA | … | … | 0.57 | 0.76 | 1.41 | -1.03 | 2.19 |
| Standard Deviation(%) | NA | 27.77 | 24.72 | NA | NA | NA | NA | … | … | 31.11 | 21.20 | 20.70 | 30.33 | 17.02 |
| Draw Down(%) | NA | 27.68 | 27.68 | NA | NA | NA | NA | … | … | 27.68 | 15.15 | 14.81 | 37.99 | 7.42 |
| Yield(%) | 0.00 | 0.81 | 0.96 | 0.68 | 0.34 | 0.23 | 0.17 | … | … | 0.38 | 0.87 | 0.90 | 0.59 | 0.55 |
Data as of 08/18/2025, Common starting date is 06/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAT (Ishares Trust – Cloud Data Tech and Consumer ETF) |
3.72%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAT (Ishares Trust – Cloud Data Tech and Consumer ETF) |
22.27%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart