Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGV (iShares Expanded Tech-Software Sector ETF) | -9.31% | -8.42% | 13.13% | 5.78% | 16.53% | 15.66% | 14.35% | … | … |
Data as of 06/05/2026, Common starting date is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGV (iShares Expanded Tech-Software Sector ETF) | 07/13/2001 | 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 (%) | -5.72 | -8.42 | 13.13 | 5.78 | 16.53 | 15.66 | 14.35 | … | … | -9.31 | 5.56 | 23.41 | 59.21 | -35.65 | 12.30 | 52.86 | 34.44 | 13.14 | 42.76 | 9.66 | 13.15 | 14.83 | 32.60 | 18.03 | -7.17 | 24.64 | 47.53 | -38.43 | 15.75 | 10.77 | -5.14 | 17.36 | 50.02 | -44.69 | -82.63 |
| Sharpe Ratio | NA | -0.13 | 0.52 | 0.17 | 0.60 | NA | NA | … | … | -0.33 | 0.19 | 0.91 | 2.72 | -0.98 | 0.54 | 1.37 | 1.71 | 0.47 | 3.19 | 0.48 | 0.73 | 0.88 | 2.29 | 0.95 | -0.24 | 1.18 | 1.76 | -0.98 | 0.74 | 0.49 | -0.48 | 0.75 | 1.68 | -0.96 | -0.41 |
| Standard Deviation(%) | NA | 26.61 | 25.15 | 27.64 | 26.26 | NA | NA | … | … | 35.41 | 26.82 | 21.67 | 20.66 | 37.99 | 22.92 | 38.27 | 19.29 | 25.26 | 13.24 | 19.59 | 18.04 | 16.85 | 14.20 | 19.15 | 29.78 | 20.74 | 26.90 | 40.12 | 17.05 | 15.04 | 15.36 | 21.72 | 29.29 | 47.96 | 242.73 |
| Draw Down(%) | NA | 36.61 | 36.61 | 45.85 | 45.85 | NA | NA | … | … | 29.72 | 25.67 | 12.49 | 10.30 | 39.20 | 15.31 | 30.30 | 10.78 | 22.06 | 6.22 | 19.35 | 13.00 | 11.21 | 8.08 | 13.64 | 26.30 | 15.64 | 18.04 | 47.76 | 10.88 | 16.35 | 15.26 | 23.49 | 16.94 | 61.23 | 89.14 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 0.09 | 0.55 | 1.57 | 1.95 | … | … | 0.00 | 0.00 | 0.00 | 0.66 | 0.01 | 0.00 | 0.52 | 0.13 | 0.88 | 0.65 | 4.38 | 1.25 | 1.65 | 2.08 | 1.56 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.46 | 4.20 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGV (iShares Expanded Tech-Software Sector ETF) |
-10.80%
Feb 2006 – Feb 2009 |
-4.56%
Feb 2004 – Feb 2009 |
2.21%
Dec 2001 – Dec 2011 |
7.04%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGV (iShares Expanded Tech-Software Sector ETF) |
34.40%
Oct 2018 – Oct 2021 |
32.42%
Feb 2016 – Feb 2021 |
24.21%
Aug 2011 – Aug 2021 |
20.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart