Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIREF (iShares Public Limited Company – iShares MSCI World UCITS ETF) | 10.93% | 25.19% | 20.05% | 11.28% | 12.72% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIREF (iShares Public Limited Company – iShares MSCI World UCITS ETF) | 12/05/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 25.19 | 20.05 | 11.28 | 12.72 | NA | NA | … | … | 10.93 | 16.80 | 21.45 | 20.93 | -17.87 | 21.63 | 15.44 | 28.26 | -10.10 | 27.07 | 5.88 | -2.92 | 6.58 | 21.54 | 2.33 |
| Sharpe Ratio | NA | 1.58 | 0.94 | 0.48 | 0.54 | NA | NA | … | … | 1.26 | 0.64 | 1.27 | 1.30 | -0.84 | 1.61 | 0.35 | 1.65 | -0.78 | 2.73 | 0.39 | -0.20 | 0.56 | 1.72 | 4.58 |
| Standard Deviation(%) | NA | 14.30 | 17.94 | 18.27 | 20.35 | NA | NA | … | … | 19.76 | 20.76 | 14.68 | 13.44 | 22.98 | 13.52 | 43.23 | 16.22 | 14.81 | 9.71 | 14.52 | 14.46 | 11.67 | 12.51 | 8.87 |
| Draw Down(%) | NA | 8.78 | 17.11 | 27.65 | 33.34 | NA | NA | … | … | 8.78 | 17.11 | 4.58 | 10.05 | 27.65 | 6.09 | 33.34 | 8.10 | 14.09 | 2.16 | 7.52 | 11.70 | 9.31 | 5.27 | 0.00 |
| Yield(%) | 0.00 | 1.06 | 0.96 | 0.99 | 1.89 | 1.91 | 1.43 | … | … | 0.14 | 0.94 | 0.21 | 1.57 | 1.17 | 1.00 | 1.29 | 2.02 | 1.67 | 1.96 | 1.90 | 1.78 | 1.33 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIREF (iShares Public Limited Company – iShares MSCI World UCITS ETF) |
1.75%
Mar 2017 – Mar 2020 |
2.42%
Mar 2015 – Mar 2020 |
7.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIREF (iShares Public Limited Company – iShares MSCI World UCITS ETF) |
23.81%
Oct 2022 – Oct 2025 |
15.52%
Dec 2016 – Dec 2021 |
13.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart