Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFNA (ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND) | NA | -17.50% | -0.60% | 4.51% | NA | NA | NA | … | … |
Data as of 10/12/2015, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFNA (ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND) | 12/28/2007 | 10/12/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.89 | -17.50 | -0.60 | 4.51 | NA | NA | NA | … | … | -26.27 | 28.16 | 3.42 | 15.54 | 8.70 | 24.39 | 35.84 | -41.88 | 1.46 |
| Sharpe Ratio | NA | -0.41 | -0.02 | 0.12 | NA | NA | NA | … | … | -0.89 | 2.16 | 0.18 | 1.12 | 0.32 | 0.85 | 0.50 | -0.64 | NA |
| Standard Deviation(%) | NA | 42.50 | 32.70 | 35.81 | NA | NA | NA | … | … | 36.46 | 13.03 | 18.54 | 13.99 | 27.16 | 28.51 | 71.27 | 66.64 | 0.00 |
| Draw Down(%) | NA | 31.41 | 31.41 | 31.41 | NA | NA | NA | … | … | 31.41 | 7.52 | 19.26 | 9.78 | 22.62 | 13.50 | 42.21 | 60.44 | 0.00 |
| Yield(%) | 0.00 | 1.90 | 2.98 | 3.49 | 2.39 | 1.59 | 1.19 | … | … | 0.78 | 3.87 | 3.22 | 3.51 | 3.16 | 3.74 | 3.34 | 4.99 | 0.00 |
Data as of 10/12/2015, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFNA (ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND) |
-0.10%
Sep 2008 – Sep 2011 |
4.33%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFNA (ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND) |
44.75%
Mar 2009 – Mar 2012 |
28.91%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart