Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBO (iShares Robotics and Artificial Intelligence Multisector ETF) | NA | 6.43% | -8.78% | 6.05% | NA | NA | NA | … | … |
Data as of 09/12/2024, Common starting date is 07/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRBO (iShares Robotics and Artificial Intelligence Multisector ETF) | 07/10/2018 | 09/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | 6.43 | -8.78 | 6.05 | NA | NA | NA | … | … | -3.67 | 36.02 | -38.23 | 5.01 | 48.84 | 34.46 | -16.98 |
| Sharpe Ratio | NA | 0.09 | -0.44 | 0.15 | NA | NA | NA | … | … | -0.46 | 1.49 | -1.12 | 0.22 | 1.47 | 1.77 | -1.37 |
| Standard Deviation(%) | NA | 21.11 | 27.11 | 27.27 | NA | NA | NA | … | … | 21.27 | 21.59 | 35.59 | 22.80 | 32.99 | 18.63 | 24.68 |
| Draw Down(%) | NA | 13.91 | 51.29 | 55.23 | NA | NA | NA | … | … | 13.91 | 19.29 | 45.34 | 23.53 | 32.23 | 13.00 | 24.26 |
| Yield(%) | 0.00 | 0.57 | 0.58 | 0.88 | 0.53 | 0.36 | 0.27 | … | … | 0.35 | 0.83 | 0.08 | 1.19 | 0.76 | 0.91 | 0.28 |
Data as of 09/12/2024, Common starting date is 07/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBO (iShares Robotics and Artificial Intelligence Multisector ETF) |
-9.13%
Feb 2021 – Feb 2024 |
4.65%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBO (iShares Robotics and Artificial Intelligence Multisector ETF) |
28.40%
Oct 2018 – Oct 2021 |
12.04%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart