Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRDCX (Ishares Russell 3000 Index Fund Port C) | 10.93% | 26.66% | 20.72% | 11.41% | 13.52% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRDCX (Ishares Russell 3000 Index Fund Port C) | 10/24/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 26.66 | 20.72 | 11.41 | 13.52 | NA | NA | … | … | 10.93 | 17.19 | 25.22 | 24.54 | -20.32 | 24.53 | 19.01 | 29.14 | -6.71 | 19.48 | 11.42 | -1.80 | 12.63 | 5.34 |
| Sharpe Ratio | NA | 2.07 | 1.19 | 0.51 | 0.64 | NA | NA | … | … | 1.79 | 0.78 | 1.42 | 1.45 | -0.85 | 1.92 | 0.53 | 2.19 | -0.47 | 2.66 | 0.82 | -0.11 | 1.07 | 3.63 |
| Standard Deviation(%) | NA | 12.02 | 15.22 | 17.61 | 18.54 | NA | NA | … | … | 13.96 | 18.76 | 13.23 | 14.10 | 25.66 | 12.76 | 35.04 | 12.68 | 17.00 | 7.13 | 13.74 | 15.98 | 11.74 | 9.06 |
| Draw Down(%) | NA | 9.09 | 19.48 | 25.78 | 35.36 | NA | NA | … | … | 9.09 | 19.48 | 8.66 | 11.04 | 25.69 | 5.13 | 35.36 | 6.91 | 20.40 | 2.96 | 11.42 | 12.13 | 7.66 | 1.70 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDCX (Ishares Russell 3000 Index Fund Port C) |
2.48%
Mar 2017 – Mar 2020 |
4.14%
Mar 2015 – Mar 2020 |
9.67%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRDCX (Ishares Russell 3000 Index Fund Port C) |
24.16%
Dec 2018 – Dec 2021 |
17.20%
Oct 2016 – Oct 2021 |
13.60%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart