Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDU (iShares U.S. Utilities ETF) | 3.25% | 9.25% | 13.84% | 9.17% | 8.23% | 9.12% | 7.39% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDU (iShares U.S. Utilities ETF) | 06/20/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 9.25 | 13.84 | 9.17 | 8.23 | 9.12 | 7.39 | … | … | 3.25 | 15.23 | 23.23 | -5.02 | 0.17 | 16.96 | -1.07 | 22.46 | 2.48 | 10.50 | 14.66 | -6.80 | 25.37 | 12.85 | -0.54 | 16.60 | 5.14 | 10.07 | -31.23 | 15.33 | 19.16 | 12.91 | 21.17 | 22.90 | -23.69 | -26.91 | 30.23 |
| Sharpe Ratio | NA | 0.54 | 0.74 | 0.42 | 0.37 | NA | NA | … | … | 0.48 | 0.81 | 1.38 | -0.53 | -0.06 | 1.16 | -0.03 | 1.86 | 0.07 | 1.01 | 0.93 | -0.40 | 1.90 | 1.05 | -0.06 | 0.96 | 0.33 | 0.48 | -0.91 | 0.72 | 1.45 | 0.76 | 1.76 | 1.41 | -0.83 | -1.21 | 2.94 |
| Standard Deviation(%) | NA | 13.49 | 15.31 | 16.45 | 18.73 | NA | NA | … | … | 15.76 | 15.39 | 14.23 | 16.64 | 20.74 | 14.61 | 38.10 | 11.30 | 14.83 | 9.75 | 15.54 | 17.27 | 13.35 | 12.23 | 9.55 | 17.18 | 15.22 | 20.95 | 35.17 | 17.03 | 10.88 | 14.03 | 11.48 | 15.71 | 29.76 | 24.59 | 20.39 |
| Draw Down(%) | NA | 8.45 | 16.74 | 24.11 | 36.18 | NA | NA | … | … | 7.49 | 8.03 | 9.72 | 18.72 | 19.83 | 8.35 | 36.18 | 5.64 | 9.73 | 7.29 | 12.39 | 16.94 | 9.33 | 10.77 | 9.97 | 12.20 | 9.18 | 25.03 | 39.82 | 11.89 | 7.02 | 12.07 | 9.09 | 16.94 | 41.47 | 32.02 | 9.25 |
| Yield(%) | 0.00 | 2.38 | 2.85 | 2.74 | 1.83 | 2.58 | 2.42 | … | … | 0.57 | 2.50 | 2.72 | 2.58 | 2.36 | 2.79 | 2.49 | 1.67 | 1.43 | 1.43 | 1.80 | 1.91 | 1.81 | 1.83 | 1.72 | 1.87 | 1.93 | 1.97 | 1.26 | 1.31 | 1.43 | 1.62 | 1.69 | 2.29 | 1.60 | 1.19 | 0.92 |
Data as of 06/04/2026, Common starting date is 06/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDU (iShares U.S. Utilities ETF) |
-13.34%
Sep 2000 – Sep 2003 |
-1.59%
Dec 2007 – Dec 2012 |
0.25%
Dec 2000 – Dec 2010 |
3.04%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDU (iShares U.S. Utilities ETF) |
23.58%
Feb 2003 – Feb 2006 |
19.30%
Oct 2002 – Oct 2007 |
11.11%
Mar 2009 – Mar 2019 |
9.87%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart