Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) | 13.67% | 13.67% | 10.69% | 12.27% | 5.73% | NA | NA | 7.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) | 10/22/2012 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 10/22/2012.
AR inception is since 10/22/2012.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | 13.67 | 10.69 | 12.27 | 5.73 | NA | NA | 7.32 | 13.67 | 3.26 | 17.95 | -15.24 | 11.63 | 8.17 | 22.63 | -14.13 | 26.59 | 1.58 | 0.73 | -6.33 | 22.42 | 5.29 |
| Sharpe Ratio | NA | 0.42 | 0.37 | 0.56 | 0.23 | NA | NA | 0.34 | 1.85 | -0.26 | 1.02 | -0.74 | 0.89 | 0.25 | 1.89 | -1.08 | 3.43 | 0.07 | 0.04 | -0.52 | 1.69 | 2.77 |
| Standard Deviation(%) | NA | 17.60 | 17.23 | 17.07 | 17.72 | NA | NA | 16.86 | 23.71 | 12.85 | 13.58 | 22.45 | 13.03 | 31.62 | 11.22 | 14.29 | 7.60 | 18.46 | 16.44 | 12.15 | 13.27 | 11.77 |
| Draw Down(%) | NA | 13.76 | 19.79 | 30.41 | 34.79 | NA | NA | 34.79 | 13.76 | 9.87 | 11.90 | 29.24 | 7.33 | 34.50 | 7.98 | 22.72 | 2.14 | 12.52 | 15.78 | 14.06 | 10.06 | 4.50 |
| Yield(%) | 0.00 | 3.36 | 3.28 | 3.91 | 3.08 | 3.03 | 2.27 | 3.79 | 0.00 | 3.51 | 3.62 | 2.22 | 3.56 | 1.99 | 3.79 | 2.86 | 3.14 | 2.97 | 2.59 | 2.88 | 2.55 | 0.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) |
-1.98%
Sep 2019 - Sep 2022 |
-0.94%
Sep 2017 - Sep 2022 |
3.33%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) |
13.98%
Dec 2018 - Dec 2021 |
11.90%
Mar 2020 - Mar 2025 |
5.96%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart