Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEDI (iShares U.S. Consumer Focused ETF) | -1.46% | 0.50% | 13.35% | 6.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEDI (iShares U.S. Consumer Focused ETF) | 03/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | 0.50 | 13.35 | 6.14 | NA | NA | NA | … | … | -1.46 | 4.05 | 22.11 | 24.32 | -23.41 | 21.17 | 29.85 | 30.40 | 1.15 |
| Sharpe Ratio | NA | 0.08 | 0.72 | 0.21 | NA | NA | NA | … | … | -0.20 | 0.07 | 1.44 | 1.47 | -0.89 | 1.52 | 0.94 | 2.22 | 0.00 |
| Standard Deviation(%) | NA | 13.40 | 14.94 | 18.22 | NA | NA | NA | … | … | 15.37 | 17.60 | 12.83 | 14.19 | 28.09 | 13.92 | 31.47 | 13.01 | 16.43 |
| Draw Down(%) | NA | 9.44 | 18.64 | 29.79 | NA | NA | NA | … | … | 9.44 | 18.64 | 7.52 | 10.98 | 29.11 | 7.19 | 30.60 | 7.96 | 19.35 |
| Yield(%) | 0.00 | 0.98 | 1.32 | 1.38 | 1.74 | 1.16 | 0.87 | … | … | 0.21 | 0.98 | 1.09 | 1.39 | 2.26 | 0.86 | 1.06 | 2.00 | 1.57 |
Data as of 06/04/2026, Common starting date is 03/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEDI (iShares U.S. Consumer Focused ETF) |
3.18%
Sep 2020 – Sep 2023 |
6.27%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEDI (iShares U.S. Consumer Focused ETF) |
27.07%
Dec 2018 – Dec 2021 |
16.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart