Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITA (iShares U.S. Aerospace & Defense ETF) | 35.27% | 46.57% | 28.17% | 20.45% | 13.56% | 16.02% | NA | 12.45% |
Data as of 07/18/2025, AR inception is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITA (iShares U.S. Aerospace & Defense ETF) | 05/05/2006 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.34 | 46.57 | 28.17 | 20.45 | 13.56 | 16.02 | NA | 12.45 | 35.27 | 15.81 | 14.33 | 9.96 | 9.39 | -13.57 | 30.52 | -7.21 | 35.02 | 20.26 | 4.15 | 9.90 | 56.95 | 13.87 | 5.14 | 16.60 | 25.32 | -38.64 | 27.62 | 3.14 |
| Sharpe Ratio | NA | 1.91 | 1.32 | 0.88 | 0.53 | NA | NA | 0.49 | 2.88 | 0.77 | 0.71 | 0.36 | 0.45 | -0.29 | 1.82 | -0.43 | 3.33 | 1.30 | 0.26 | 0.66 | 4.11 | 0.95 | 0.19 | 0.74 | 0.85 | -1.03 | 1.43 | 0.08 |
| Standard Deviation(%) | NA | 22.70 | 18.83 | 20.63 | 22.94 | NA | NA | 22.86 | 24.98 | 15.77 | 15.15 | 23.65 | 20.91 | 47.95 | 15.92 | 19.90 | 10.37 | 15.38 | 15.76 | 15.08 | 13.85 | 14.68 | 27.06 | 22.45 | 29.66 | 38.19 | 17.20 | 15.59 |
| Draw Down(%) | NA | 15.17 | 15.74 | 18.72 | 51.00 | NA | NA | 59.71 | 15.17 | 8.81 | 12.52 | 18.72 | 15.10 | 51.00 | 6.97 | 25.45 | 4.32 | 12.67 | 14.10 | 10.86 | 5.20 | 11.78 | 23.18 | 19.18 | 34.53 | 50.91 | 7.85 | 13.24 |
| Yield(%) | 0.00 | 0.81 | 1.20 | 0.66 | 1.26 | 2.79 | 2.19 | 2.31 | 0.29 | 0.98 | 1.05 | 1.02 | 0.93 | 0.80 | 1.97 | 1.03 | 0.98 | 1.29 | 1.07 | 1.32 | 1.71 | 2.24 | 1.13 | 1.01 | 1.57 | 0.69 | 0.48 | 0.32 |
Data as of 07/18/2025, AR inception is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITA (iShares U.S. Aerospace & Defense ETF) |
-8.05%
Aug 2007 - Aug 2010 |
-0.39%
Oct 2007 - Oct 2012 |
9.73%
Oct 2013 - Oct 2023 |
7.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITA (iShares U.S. Aerospace & Defense ETF) |
28.77%
Feb 2009 - Feb 2012 |
29.39%
Feb 2009 - Feb 2014 |
21.98%
Feb 2009 - Feb 2019 |
16.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart