Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHOF (iShares III Public Limited Company – iShares S&P Small Cap 600 UCITS ETF) | 15.13% | 31.77% | 14.72% | 5.15% | 9.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHOF (iShares III Public Limited Company – iShares S&P Small Cap 600 UCITS ETF) | 05/23/2013 | 06/04/2026 |
| 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 (%) | 0.34 | 31.77 | 14.72 | 5.15 | 9.84 | NA | NA | … | … | 15.13 | 5.64 | 7.65 | 14.88 | -17.00 | 28.12 | 10.43 | 22.60 | -10.38 | 9.55 | 28.86 | 1.98 | 5.35 | 13.38 |
| Sharpe Ratio | NA | 1.70 | 0.56 | 0.12 | 0.26 | NA | NA | … | … | 2.09 | 0.13 | 0.18 | 0.56 | -0.68 | 1.23 | 0.13 | 0.98 | -0.53 | 0.35 | 0.74 | 0.09 | 0.36 | 1.46 |
| Standard Deviation(%) | NA | 17.50 | 20.88 | 22.35 | 33.70 | NA | NA | … | … | 17.58 | 21.29 | 21.76 | 20.26 | 27.14 | 22.94 | 76.85 | 21.61 | 22.29 | 25.86 | 38.67 | 20.72 | 14.89 | 15.74 |
| Draw Down(%) | NA | 8.22 | 27.35 | 27.74 | 49.08 | NA | NA | … | … | 8.22 | 23.07 | 9.45 | 17.74 | 25.49 | 10.83 | 48.93 | 10.21 | 24.52 | 6.45 | 12.43 | 13.34 | 9.72 | 0.00 |
| Yield(%) | 0.00 | 0.67 | 0.94 | 0.82 | 1.37 | 1.34 | 1.00 | … | … | 0.59 | 0.60 | 0.61 | 1.24 | 0.86 | 0.84 | 0.97 | 1.14 | 0.90 | 0.79 | 1.08 | 0.57 | 0.81 | 0.34 |
Data as of 06/04/2026, Common starting date is 05/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHOF (iShares III Public Limited Company – iShares S&P Small Cap 600 UCITS ETF) |
-6.12%
Mar 2017 – Mar 2020 |
-0.63%
Mar 2015 – Mar 2020 |
6.11%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHOF (iShares III Public Limited Company – iShares S&P Small Cap 600 UCITS ETF) |
21.06%
Mar 2020 – Mar 2023 |
16.52%
Feb 2016 – Feb 2021 |
10.49%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart