Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISRHF (iShares V Public Limited Company – iShares S&P 500 Energy Sector UCITS ETF) | 32.41% | 47.73% | 17.20% | 20.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISRHF (iShares V Public Limited Company – iShares S&P 500 Energy Sector UCITS ETF) | 03/14/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.77 | 47.73 | 17.20 | 20.46 | NA | NA | NA | … | … | 32.41 | 7.74 | 4.12 | -0.72 | 63.26 | 51.62 | -33.89 | 12.10 | -13.55 |
| Sharpe Ratio | NA | 1.85 | 0.54 | 0.67 | NA | NA | NA | … | … | 2.97 | 0.20 | -0.13 | -0.21 | 1.74 | 1.62 | -0.34 | 0.55 | -0.76 |
| Standard Deviation(%) | NA | 21.12 | 22.36 | 26.95 | NA | NA | NA | … | … | 24.62 | 24.64 | 19.53 | 23.89 | 35.67 | 31.76 | 100.80 | 19.42 | 23.62 |
| Draw Down(%) | NA | 12.06 | 20.51 | 28.31 | NA | NA | NA | … | … | 12.06 | 18.18 | 14.62 | 16.35 | 28.31 | 18.31 | 58.71 | 17.73 | 26.10 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRHF (iShares V Public Limited Company – iShares S&P 500 Energy Sector UCITS ETF) |
-9.69%
Jul 2018 – Jul 2021 |
5.26%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRHF (iShares V Public Limited Company – iShares S&P 500 Energy Sector UCITS ETF) |
50.38%
Sep 2020 – Sep 2023 |
30.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart