Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPPIF (iShares II Public Limited Company – iShares Listed Private Equity UCITS ETF) | NA | 33.88% | 8.58% | 12.47% | 8.81% | 12.87% | NA | … | … |
Data as of 12/19/2023, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPPIF (iShares II Public Limited Company – iShares Listed Private Equity UCITS ETF) | 01/04/2008 | 12/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.02 | 33.88 | 8.58 | 12.47 | 8.81 | 12.87 | NA | … | … | 33.88 | -32.41 | 38.04 | 0.03 | 43.88 | -17.63 | 18.66 | 8.61 | 11.46 | 8.78 | -4.27 | 58.11 | -20.14 | 34.79 | 14.27 | -65.78 |
| Sharpe Ratio | NA | 0.76 | 0.01 | 0.02 | 0.02 | NA | NA | … | … | 1.00 | -0.03 | 0.04 | 0.00 | 3.52 | -1.27 | 2.07 | 0.47 | 0.42 | 0.12 | -0.06 | 0.78 | -0.35 | 0.75 | 0.26 | -0.10 |
| Standard Deviation(%) | NA | 30.52 | 813.67 | 569.96 | 379.24 | NA | NA | … | … | 29.78 | 1,048.53 | 931.98 | 43.38 | 12.08 | 14.93 | 8.73 | 17.70 | 27.00 | 70.63 | 73.65 | 75.27 | 56.96 | 46.28 | 55.22 | 704.41 |
| Draw Down(%) | NA | 9.82 | 99.33 | 99.33 | 99.33 | NA | NA | … | … | 9.82 | 99.30 | 99.06 | 50.30 | 5.78 | 24.99 | 5.41 | 16.11 | 16.96 | 30.54 | 29.90 | 30.63 | 51.79 | 36.03 | 51.52 | 99.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.90 | 0.58 | 1.03 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.53 | 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 12/19/2023, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPPIF (iShares II Public Limited Company – iShares Listed Private Equity UCITS ETF) |
-9.38%
Aug 2008 – Aug 2011 |
-1.53%
Feb 2008 – Feb 2013 |
4.53%
May 2008 – May 2018 |
4.64%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPPIF (iShares II Public Limited Company – iShares Listed Private Equity UCITS ETF) |
34.83%
Feb 2009 – Feb 2012 |
28.22%
Feb 2009 – Feb 2014 |
17.39%
Feb 2009 – Feb 2019 |
5.48%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart