Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMSEF (iShares II Public Limited Company – iShares MSCI Europe UCITS ETF EUR (Dist)) | NA | 10.15% | 1.13% | 4.72% | NA | NA | NA | … | … |
Data as of 06/21/2024, Common starting date is 06/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMSEF (iShares II Public Limited Company – iShares MSCI Europe UCITS ETF EUR (Dist)) | 06/03/2016 | 06/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 10.15 | 1.13 | 4.72 | NA | NA | NA | … | … | 6.36 | 13.82 | -16.43 | 12.99 | 4.31 | 19.34 | -15.48 | 23.28 | -3.04 |
| Sharpe Ratio | NA | 0.45 | -0.06 | 0.11 | NA | NA | NA | … | … | 0.87 | 0.57 | -0.51 | 0.69 | 0.07 | 0.50 | -0.50 | 0.16 | NA |
| Standard Deviation(%) | NA | 14.17 | 22.15 | 30.63 | NA | NA | NA | … | … | 11.80 | 17.38 | 35.36 | 18.80 | 59.11 | 35.49 | 33.22 | 117.50 | 0.00 |
| Draw Down(%) | NA | 12.17 | 32.87 | 35.76 | NA | NA | NA | … | … | 4.33 | 12.24 | 32.75 | 7.37 | 35.76 | 7.17 | 16.06 | 0.58 | 3.04 |
| 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 | 0.00 | 0.00 |
Data as of 06/21/2024, Common starting date is 06/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSEF (iShares II Public Limited Company – iShares MSCI Europe UCITS ETF EUR (Dist)) |
-5.06%
Sep 2019 – Sep 2022 |
0.64%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSEF (iShares II Public Limited Company – iShares MSCI Europe UCITS ETF EUR (Dist)) |
12.80%
Mar 2020 – Mar 2023 |
6.11%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart