Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
IDV (iShares International Select Dividend ETF) | 17.82% | 22.47% | 8.99% | 13.16% | 4.83% | 5.71% | NA | 3.06% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
IDV (iShares International Select Dividend ETF) | 06/21/2007 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 06/21/2007.
AR inception is since 06/21/2007.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.69 | 22.47 | 8.99 | 13.16 | 4.83 | 5.71 | NA | 3.06 | 17.82 | 4.00 | 10.32 | -6.40 | 11.99 | -5.94 | 23.56 | -10.34 | 18.43 | 7.96 | -10.68 | -6.30 | 18.50 | 19.44 | -7.17 | 11.80 | 60.65 | -52.05 | -6.71 |
Sharpe Ratio | NA | 0.92 | 0.23 | 0.64 | 0.17 | NA | NA | 0.08 | 2.98 | -0.20 | 0.43 | -0.37 | 0.95 | -0.16 | 1.93 | -0.86 | 2.15 | 0.40 | -0.60 | -0.50 | 1.32 | 1.11 | -0.24 | 0.46 | 1.63 | -1.22 | -0.56 |
Standard Deviation(%) | NA | 16.23 | 17.02 | 17.15 | 18.74 | NA | NA | 23.00 | 20.95 | 12.73 | 14.20 | 21.17 | 12.59 | 37.48 | 11.45 | 13.56 | 8.31 | 19.40 | 17.83 | 12.75 | 14.01 | 17.63 | 29.61 | 25.60 | 37.19 | 43.16 | 26.73 |
Draw Down(%) | NA | 12.33 | 26.52 | 29.20 | 42.50 | NA | NA | 70.15 | 12.33 | 10.05 | 12.42 | 29.20 | 9.62 | 42.50 | 8.83 | 17.76 | 2.94 | 11.46 | 20.93 | 16.66 | 12.24 | 15.85 | 25.12 | 20.79 | 30.22 | 60.48 | 16.67 |
Yield(%) | 0.00 | 5.52 | 5.77 | 7.06 | 4.60 | 5.19 | 2.93 | 3.44 | 0.00 | 6.34 | 6.70 | 6.34 | 6.04 | 4.76 | 6.04 | 4.99 | 3.86 | 4.89 | 4.34 | 5.46 | 4.99 | 5.34 | 4.81 | 4.07 | 5.12 | 6.10 | 2.06 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IDV (iShares International Select Dividend ETF) |
-11.36%
Aug 2007 - Aug 2010 |
-4.44%
Oct 2007 - Oct 2012 |
0.45%
Oct 2007 - Oct 2017 |
-0.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IDV (iShares International Select Dividend ETF) |
31.61%
Feb 2009 - Feb 2012 |
24.47%
Feb 2009 - Feb 2014 |
12.01%
Feb 2009 - Feb 2019 |
9.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart