Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IMSBF (iShares V Public Limited Company – iShares S&P 500 Consumer Staples Sector UCITS ETF) 7.40% 3.95% 8.95% 7.32% NA NA NA
Data as of 06/04/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
Name Start Date End Date
IMSBF (iShares V Public Limited Company – iShares S&P 500 Consumer Staples Sector UCITS ETF) 03/02/2020 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
Annualized Return (%) -4.03 3.95 8.95 7.32 NA NA NA 7.40 5.02 15.20 -0.76 1.54 17.78 12.96
Sharpe Ratio NA 0.48 0.60 0.40 NA NA NA 1.69 0.21 0.85 -0.42 0.01 1.81 0.74
Standard Deviation(%) NA 13.25 11.99 13.59 NA NA NA 17.24 10.68 10.26 11.90 19.53 9.80 21.03
Draw Down(%) NA 7.14 11.50 14.77 NA NA NA 6.85 7.90 4.35 12.25 14.77 5.14 16.82
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMSBF (iShares V Public Limited Company – iShares S&P 500 Consumer Staples Sector UCITS ETF) 4.40%
Oct 2020 – Oct 2023
6.97%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMSBF (iShares V Public Limited Company – iShares S&P 500 Consumer Staples Sector UCITS ETF) 14.75%
Apr 2020 – Apr 2023
11.77%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return