Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGE (iShares North American Natural Resources ETF) | 23.54% | 46.00% | 20.65% | 17.32% | 9.61% | 5.17% | 5.58% | … | … |
Data as of 06/04/2026, Common starting date is 11/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGE (iShares North American Natural Resources ETF) | 11/26/2001 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 46.00 | 20.65 | 17.32 | 9.61 | 5.17 | 5.58 | … | … | 23.54 | 20.41 | 7.55 | 3.10 | 33.23 | 39.40 | -19.56 | 17.11 | -21.57 | 0.83 | 30.10 | -24.56 | -10.25 | 15.55 | 2.00 | -7.80 | 23.35 | 37.15 | -42.86 | 33.46 | 16.41 | 35.98 | 24.40 | 33.86 | -13.88 | 5.48 |
| Sharpe Ratio | NA | 2.56 | 0.92 | 0.67 | 0.32 | NA | NA | … | … | 2.98 | 0.84 | 0.24 | -0.03 | 1.01 | 1.65 | -0.41 | 0.95 | -1.08 | 0.01 | 1.18 | -0.99 | -0.54 | 1.02 | 0.10 | -0.25 | 0.93 | 0.99 | -0.72 | 1.35 | 0.55 | 1.51 | 1.38 | 2.27 | -0.56 | 4.54 |
| Standard Deviation(%) | NA | 16.01 | 18.47 | 22.54 | 25.14 | NA | NA | … | … | 18.42 | 20.93 | 16.03 | 20.21 | 31.49 | 23.87 | 48.54 | 16.54 | 21.25 | 13.59 | 25.27 | 24.96 | 18.89 | 15.16 | 19.46 | 31.69 | 24.98 | 37.47 | 60.75 | 22.55 | 23.87 | 22.40 | 16.98 | 14.62 | 26.87 | 16.29 |
| Draw Down(%) | NA | 5.54 | 19.49 | 25.71 | 60.58 | NA | NA | … | … | 5.54 | 16.97 | 12.99 | 16.02 | 25.71 | 15.11 | 54.01 | 14.57 | 31.41 | 15.79 | 15.98 | 30.70 | 29.65 | 9.93 | 21.13 | 31.70 | 17.59 | 27.13 | 61.55 | 13.77 | 18.06 | 14.70 | 7.31 | 8.97 | 31.47 | 4.32 |
| Yield(%) | 0.00 | 2.69 | 2.96 | 3.48 | 3.06 | 2.11 | 2.38 | … | … | 0.47 | 2.69 | 2.65 | 2.94 | 3.75 | 3.90 | 2.58 | 6.05 | 2.02 | 2.05 | 2.13 | 2.25 | 1.64 | 1.68 | 1.52 | 1.08 | 1.62 | 1.36 | 0.76 | 1.11 | 1.25 | 1.34 | 1.34 | 2.21 | 1.11 | 0.41 |
Data as of 06/04/2026, Common starting date is 11/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGE (iShares North American Natural Resources ETF) |
-18.52%
Mar 2017 – Mar 2020 |
-12.38%
Mar 2015 – Mar 2020 |
-4.84%
Mar 2010 – Mar 2020 |
-0.89%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGE (iShares North American Natural Resources ETF) |
38.48%
Jan 2003 – Jan 2006 |
29.84%
Oct 2002 – Oct 2007 |
13.56%
Sep 2002 – Sep 2012 |
8.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart