Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGM (iShares Expanded Tech Sector ETF) | 21.31% | 49.16% | 35.73% | 20.07% | 24.16% | 20.71% | 17.02% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGM (iShares Expanded Tech Sector ETF) | 03/19/2001 | 06/05/2026 |
| 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 (%) | -5.56 | 49.16 | 35.73 | 20.07 | 24.16 | 20.71 | 17.02 | … | … | 21.31 | 26.76 | 36.99 | 60.98 | -35.91 | 25.72 | 45.11 | 41.81 | 2.26 | 37.20 | 12.94 | 9.50 | 14.82 | 33.96 | 14.60 | -1.12 | 11.98 | 62.43 | -43.46 | 16.11 | 8.70 | 1.53 | 2.73 | 52.63 | -40.74 | -4.99 |
| Sharpe Ratio | NA | 2.90 | 1.53 | 0.75 | 0.95 | NA | NA | … | … | 3.47 | 0.88 | 1.55 | 2.87 | -1.06 | 1.32 | 1.20 | 2.26 | 0.04 | 3.29 | 0.76 | 0.54 | 1.04 | 2.76 | 0.93 | -0.05 | 0.59 | 2.31 | -1.15 | 0.74 | 0.34 | -0.06 | 0.09 | 2.00 | -0.96 | -0.19 |
| Standard Deviation(%) | NA | 20.35 | 23.30 | 25.62 | 24.55 | NA | NA | … | … | 23.65 | 27.30 | 21.56 | 20.14 | 35.50 | 19.42 | 37.30 | 17.87 | 24.27 | 11.18 | 16.75 | 17.68 | 14.18 | 12.27 | 15.78 | 24.81 | 19.99 | 26.98 | 38.59 | 17.71 | 15.74 | 12.76 | 19.97 | 25.94 | 43.77 | 45.69 |
| Draw Down(%) | NA | 16.44 | 26.39 | 40.68 | 40.68 | NA | NA | … | … | 14.74 | 26.39 | 14.79 | 11.32 | 39.59 | 10.04 | 30.18 | 11.46 | 24.18 | 5.05 | 14.67 | 12.72 | 9.01 | 5.03 | 13.30 | 20.11 | 17.43 | 18.94 | 51.67 | 11.14 | 18.97 | 15.13 | 25.27 | 16.21 | 57.98 | 45.34 |
| Yield(%) | 0.00 | 0.20 | 0.22 | 0.25 | 0.89 | 1.50 | 1.62 | … | … | 0.03 | 0.21 | 0.05 | 0.83 | 0.33 | 0.21 | 0.46 | 0.70 | 0.58 | 0.77 | 1.03 | 0.86 | 1.01 | 1.00 | 1.05 | 0.59 | 0.45 | 0.56 | 0.33 | 0.22 | 0.09 | 0.15 | 0.84 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGM (iShares Expanded Tech Sector ETF) |
-13.13%
Feb 2006 – Feb 2009 |
-7.28%
Feb 2004 – Feb 2009 |
0.65%
Jun 2001 – Jun 2011 |
4.34%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGM (iShares Expanded Tech Sector ETF) |
41.29%
Oct 2022 – Oct 2025 |
30.41%
Jun 2016 – Jun 2021 |
24.89%
May 2016 – May 2026 |
21.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart