Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISDMF (iShares II Public Limited Company – iShares Developed Markets Property Yield UCITS ETF) NA 17.59% -2.88% NA NA NA NA
Data as of 09/06/2024, Common starting date is 01/02/2020
More Performance Analytics Comparison
Name Start Date End Date
ISDMF (iShares II Public Limited Company – iShares Developed Markets Property Yield UCITS ETF) 01/02/2020 09/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) 0.92 17.59 -2.88 NA NA NA NA 8.59 8.08 -23.34 25.75 -9.64
Sharpe Ratio NA 0.77 -0.26 NA NA NA NA 0.60 0.18 -0.81 1.31 -0.13
Standard Deviation(%) NA 17.85 21.97 NA NA NA NA 14.98 21.58 30.72 19.39 80.25
Draw Down(%) NA 11.71 32.44 NA NA NA NA 9.80 21.55 30.32 6.23 39.34
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
Data as of 09/06/2024, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISDMF (iShares II Public Limited Company – iShares Developed Markets Property Yield UCITS ETF) -5.58%
Jun 2021 – Jun 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISDMF (iShares II Public Limited Company – iShares Developed Markets Property Yield UCITS ETF) 6.60%
Apr 2020 – Apr 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return