Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISCG (iShares Morningstar Small-Cap Growth ETF) | 10.36% | 27.51% | 16.47% | 4.55% | 32.77% | 24.70% | 19.42% | … | … |
Data as of 06/05/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCG (iShares Morningstar Small-Cap Growth ETF) | 07/14/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 27.51 | 16.47 | 4.55 | 32.77 | 24.70 | 19.42 | … | … | 10.36 | 12.88 | 13.35 | 23.13 | -26.75 | -1.26 | 760.48 | 27.65 | -6.91 | 24.66 | 8.80 | 0.28 | 2.59 | 42.03 | 14.20 | -1.16 | 31.05 | 32.73 | -40.12 | 10.95 | 9.77 | 5.27 | 14.21 |
| Sharpe Ratio | NA | 1.69 | 0.74 | 0.12 | 0.52 | NA | NA | … | … | 1.72 | 0.43 | 0.52 | 1.03 | -0.89 | -0.06 | 4.13 | 1.50 | -0.39 | 2.04 | 0.46 | 0.02 | 0.15 | 2.90 | 0.85 | -0.04 | 1.36 | 1.12 | -0.98 | 0.41 | 0.35 | 0.19 | 1.65 |
| Standard Deviation(%) | NA | 18.10 | 20.42 | 22.92 | 61.16 | NA | NA | … | … | 19.25 | 23.40 | 18.78 | 19.14 | 31.60 | 22.66 | 182.20 | 17.49 | 21.09 | 11.79 | 18.74 | 16.17 | 16.77 | 14.50 | 16.79 | 31.50 | 22.83 | 29.23 | 41.75 | 18.87 | 18.07 | 16.18 | 18.88 |
| Draw Down(%) | NA | 11.43 | 26.72 | 37.80 | 41.48 | NA | NA | … | … | 11.43 | 24.12 | 9.70 | 18.01 | 32.45 | 18.51 | 37.17 | 9.88 | 28.26 | 6.43 | 19.77 | 15.85 | 12.93 | 6.02 | 12.43 | 27.39 | 16.46 | 27.49 | 53.60 | 11.61 | 18.66 | 12.70 | 12.89 |
| Yield(%) | 0.00 | 0.73 | 0.92 | 0.71 | 1.21 | 1.55 | 1.51 | … | … | 0.14 | 0.69 | 0.95 | 0.94 | 0.66 | 0.12 | 0.86 | 0.33 | 0.37 | 0.62 | 1.34 | 0.63 | 0.60 | 0.75 | 1.50 | 0.28 | 0.18 | 0.12 | 0.37 | 0.24 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCG (iShares Morningstar Small-Cap Growth ETF) |
-17.54%
Feb 2006 – Feb 2009 |
-0.39%
Aug 2005 – Aug 2010 |
5.29%
Jan 2006 – Jan 2016 |
8.81%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCG (iShares Morningstar Small-Cap Growth ETF) |
121.35%
Dec 2018 – Dec 2021 |
75.38%
Jan 2016 – Jan 2021 |
38.36%
Sep 2011 – Sep 2021 |
28.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart