Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMSXF (iShares V Public Limited Company – iShares S&P 500 Industrials Sector UCITS ETF) | 12.12% | 23.23% | 21.75% | 12.16% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMSXF (iShares V Public Limited Company – iShares S&P 500 Industrials Sector UCITS ETF) | 03/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 23.23 | 21.75 | 12.16 | NA | NA | NA | … | … | 12.12 | 20.44 | 18.49 | 15.05 | -5.19 | 21.14 | 21.32 |
| Sharpe Ratio | NA | 1.29 | 1.09 | 0.54 | NA | NA | NA | … | … | 1.41 | 0.90 | 0.92 | 0.89 | -0.28 | 1.35 | 0.64 |
| Standard Deviation(%) | NA | 15.43 | 16.74 | 17.53 | NA | NA | NA | … | … | 19.80 | 19.95 | 13.04 | 12.27 | 23.45 | 15.66 | 39.99 |
| Draw Down(%) | NA | 11.75 | 18.10 | 19.88 | NA | NA | NA | … | … | 11.75 | 16.78 | 8.59 | 10.24 | 19.88 | 6.56 | 24.59 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| IMSXF (iShares V Public Limited Company – iShares S&P 500 Industrials Sector UCITS ETF) |
6.27%
May 2021 – May 2024 |
11.85%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMSXF (iShares V Public Limited Company – iShares S&P 500 Industrials Sector UCITS ETF) |
23.49%
Sep 2022 – Sep 2025 |
19.56%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart