Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHPCF (iShares Public Limited Company – iShares S&P 500 UCITS ETF) | NA | 13.74% | 21.34% | 14.55% | 14.10% | NA | NA | … | … |
Data as of 12/10/2025, Common starting date is 02/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHPCF (iShares Public Limited Company – iShares S&P 500 UCITS ETF) | 02/13/2013 | 12/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 13.74 | 21.34 | 14.55 | 14.10 | NA | NA | … | … | 17.05 | 25.52 | 25.04 | -18.98 | 30.04 | 18.06 | 32.80 | -6.68 | 21.98 | 10.73 | 0.81 | 11.23 | 21.50 |
| Sharpe Ratio | NA | 0.65 | 1.22 | 0.70 | 0.61 | NA | NA | … | … | 0.92 | 1.33 | 1.60 | -0.81 | 2.00 | 0.54 | 1.67 | -0.32 | 1.84 | 0.52 | 0.04 | 0.62 | 1.99 |
| Standard Deviation(%) | NA | 16.56 | 14.83 | 17.56 | 20.50 | NA | NA | … | … | 16.72 | 14.24 | 13.15 | 25.32 | 14.97 | 32.83 | 18.85 | 25.38 | 11.65 | 20.15 | 18.01 | 18.19 | 12.39 |
| Draw Down(%) | NA | 18.39 | 18.39 | 24.32 | 33.36 | NA | NA | … | … | 18.39 | 7.23 | 9.56 | 24.32 | 4.73 | 33.36 | 8.77 | 22.47 | 4.43 | 9.56 | 9.93 | 10.28 | 4.23 |
| Yield(%) | 0.00 | 1.04 | 1.40 | 1.46 | 2.28 | 2.24 | 1.68 | … | … | 0.81 | 1.28 | 1.51 | 0.85 | 1.32 | 1.52 | 1.95 | 1.63 | 1.74 | 1.59 | 1.54 | 1.03 | 0.00 |
Data as of 12/10/2025, Common starting date is 02/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHPCF (iShares Public Limited Company – iShares S&P 500 UCITS ETF) |
6.02%
Mar 2017 – Mar 2020 |
6.93%
Mar 2015 – Mar 2020 |
10.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHPCF (iShares Public Limited Company – iShares S&P 500 UCITS ETF) |
26.80%
Dec 2018 – Dec 2021 |
18.37%
Oct 2016 – Oct 2021 |
14.42%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart