Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILCB (iShares Morningstar U.S. Equity ETF) | 11.56% | 28.44% | 22.90% | 13.55% | 32.08% | 25.71% | 19.70% | … | … |
Data as of 06/04/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILCB (iShares Morningstar U.S. Equity ETF) | 07/14/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 28.44 | 22.90 | 13.55 | 32.08 | 25.71 | 19.70 | … | … | 11.56 | 17.70 | 24.96 | 26.91 | -19.48 | 24.07 | 377.59 | 32.70 | -8.50 | 22.13 | 13.74 | 0.10 | 16.77 | 34.18 | 17.26 | 3.34 | 12.60 | 21.00 | -31.32 | 8.21 | 15.34 | 3.42 | 10.70 |
| Sharpe Ratio | NA | 2.24 | 1.36 | 0.65 | 0.64 | NA | NA | … | … | 2.01 | 0.79 | 1.67 | 1.77 | -0.85 | 1.84 | 2.63 | 2.47 | -0.62 | 3.35 | 1.07 | 0.00 | 1.59 | 3.25 | 1.46 | 0.16 | 0.74 | 0.81 | -0.95 | 0.35 | 1.27 | 0.13 | 2.30 |
| Standard Deviation(%) | NA | 12.02 | 14.94 | 17.11 | 47.38 | NA | NA | … | … | 13.69 | 18.78 | 12.76 | 13.23 | 24.69 | 13.04 | 142.32 | 12.62 | 16.12 | 6.43 | 12.61 | 15.37 | 10.53 | 10.52 | 11.86 | 21.07 | 16.90 | 25.96 | 33.74 | 14.37 | 9.42 | 9.03 | 9.90 |
| Draw Down(%) | NA | 9.09 | 19.05 | 25.47 | 35.30 | NA | NA | … | … | 9.09 | 19.05 | 8.58 | 10.01 | 25.42 | 5.29 | 35.30 | 7.66 | 20.69 | 1.82 | 10.33 | 12.01 | 6.34 | 4.51 | 9.43 | 17.57 | 15.08 | 29.15 | 42.31 | 8.16 | 7.52 | 6.21 | 4.39 |
| Yield(%) | 0.00 | 1.22 | 1.67 | 1.56 | 3.61 | 5.21 | 4.66 | … | … | 0.22 | 1.29 | 1.48 | 1.80 | 1.30 | 0.59 | 5.86 | 2.92 | 1.92 | 2.19 | 2.22 | 3.70 | 2.10 | 2.43 | 2.43 | 2.13 | 1.91 | 2.31 | 1.76 | 1.74 | 1.55 | 1.42 | 0.61 |
Data as of 06/04/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILCB (iShares Morningstar U.S. Equity ETF) |
-12.52%
Feb 2006 – Feb 2009 |
-0.21%
Sep 2006 – Sep 2011 |
7.53%
Feb 2006 – Feb 2016 |
9.40%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILCB (iShares Morningstar U.S. Equity ETF) |
98.85%
Dec 2018 – Dec 2021 |
55.21%
Oct 2016 – Oct 2021 |
34.08%
Sep 2011 – Sep 2021 |
26.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart