Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISZZF (iShares IV Public Limited Company – iShares MSCI USA SRI UCITS ETF) | NA | 19.78% | 9.74% | 15.14% | NA | NA | NA | … | … |
Data as of 02/27/2024, Common starting date is 07/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISZZF (iShares IV Public Limited Company – iShares MSCI USA SRI UCITS ETF) | 07/12/2016 | 02/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 19.78 | 9.74 | 15.14 | NA | NA | NA | … | … | 3.83 | 22.61 | -18.60 | 18.99 | 25.86 | 31.59 | -2.27 | 22.85 | 6.39 |
| Sharpe Ratio | NA | 1.16 | 0.40 | 0.64 | NA | NA | NA | … | … | 2.99 | 1.17 | -0.48 | 2.28 | 0.89 | 2.53 | -0.22 | 3.35 | 1.70 |
| Standard Deviation(%) | NA | 13.71 | 20.82 | 21.40 | NA | NA | NA | … | … | 7.97 | 15.68 | 42.26 | 13.69 | 28.68 | 11.91 | 16.58 | 6.66 | 7.96 |
| Draw Down(%) | NA | 7.14 | 24.91 | 33.25 | NA | NA | NA | … | … | 0.48 | 7.14 | 24.91 | 6.84 | 33.25 | 5.58 | 16.06 | 2.54 | 3.95 |
| 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 02/27/2024, Common starting date is 07/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISZZF (iShares IV Public Limited Company – iShares MSCI USA SRI UCITS ETF) |
8.57%
Mar 2017 – Mar 2020 |
11.23%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISZZF (iShares IV Public Limited Company – iShares MSCI USA SRI UCITS ETF) |
29.51%
Dec 2018 – Dec 2021 |
21.55%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart