Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFXAF (iShares Asia Trust – iShares FTSE A50 China Index ETF) | NA | 6.49% | -6.83% | -2.19% | 3.02% | 0.72% | NA | … | … |
Data as of 12/09/2024, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFXAF (iShares Asia Trust – iShares FTSE A50 China Index ETF) | 02/17/2009 | 12/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 6.49 | -6.83 | -2.19 | 3.02 | 0.72 | NA | … | … | 3.10 | -18.35 | -5.34 | -21.49 | 40.87 | 26.83 | -19.26 | 39.07 | 1.50 | -10.84 | 45.18 | -14.49 | 3.80 | -14.80 | -13.71 | 52.78 |
| Sharpe Ratio | NA | -0.04 | -0.95 | -0.27 | 0.06 | NA | NA | … | … | -1.38 | -1.25 | -0.93 | -1.31 | 1.47 | 1.21 | -0.83 | 1.94 | 0.03 | -0.27 | 1.60 | -0.28 | 0.16 | -0.46 | -0.26 | 1.73 |
| Standard Deviation(%) | NA | 4.07 | 11.39 | 16.86 | 24.84 | NA | NA | … | … | 2.56 | 18.14 | 7.27 | 16.41 | 27.44 | 20.97 | 24.86 | 19.86 | 39.59 | 39.97 | 28.21 | 51.93 | 23.09 | 32.33 | 52.93 | 35.78 |
| Draw Down(%) | NA | 0.00 | 25.17 | 41.25 | 47.56 | NA | NA | … | … | 0.00 | 20.94 | 6.83 | 22.64 | 6.81 | 7.89 | 21.88 | 2.80 | 26.57 | 36.89 | 13.79 | 41.14 | 26.67 | 35.39 | 36.84 | 19.02 |
| Yield(%) | 0.00 | 3.18 | 1.76 | 1.86 | 2.45 | 1.87 | 2.08 | … | … | 2.38 | 2.51 | 1.46 | 1.13 | 2.09 | 1.96 | 1.04 | 2.84 | 2.80 | 2.42 | 2.59 | 2.01 | 1.47 | 1.23 | 1.05 | 8.33 |
Data as of 12/09/2024, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFXAF (iShares Asia Trust – iShares FTSE A50 China Index ETF) |
-15.82%
Nov 2020 – Nov 2023 |
-9.44%
Jul 2009 – Jul 2014 |
1.74%
Jul 2009 – Jul 2019 |
0.29%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFXAF (iShares Asia Trust – iShares FTSE A50 China Index ETF) |
21.63%
Jul 2012 – Jul 2015 |
22.63%
Jan 2016 – Jan 2021 |
9.61%
May 2013 – May 2023 |
3.21%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart