Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITF (ISHARES S&P/TOPIX 150 INDEX FUND ISHARES S&P/TOPIX 150 INDEX FUND) | NA | 2.36% | 5.46% | 4.96% | 3.77% | 4.30% | NA | … | … |
Data as of 09/13/2018, Common starting date is 10/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITF (ISHARES S&P/TOPIX 150 INDEX FUND ISHARES S&P/TOPIX 150 INDEX FUND) | 10/29/2001 | 09/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 2.36 | 5.46 | 4.96 | 3.77 | 4.30 | NA | … | … | -4.21 | 20.24 | 2.72 | 8.37 | -6.69 | 25.66 | 12.14 | -16.67 | 14.06 | 3.37 | -27.56 | -5.79 | 8.49 | 23.95 | 12.68 | 35.34 | -11.02 | -8.14 |
| Sharpe Ratio | NA | 0.19 | 0.41 | 0.29 | 0.14 | NA | NA | … | … | -0.37 | 1.33 | 0.18 | 0.34 | -0.45 | 1.25 | 0.79 | -0.71 | 0.78 | 0.12 | -0.71 | -0.57 | 0.25 | 1.30 | 0.56 | 1.55 | -0.51 | -1.67 |
| Standard Deviation(%) | NA | 15.42 | 17.25 | 15.90 | 23.63 | NA | NA | … | … | 17.55 | 14.05 | 16.75 | 24.86 | 15.04 | 20.48 | 15.48 | 23.54 | 17.94 | 26.35 | 40.11 | 15.73 | 20.65 | 16.65 | 21.02 | 22.35 | 23.93 | 24.33 |
| Draw Down(%) | NA | 12.86 | 12.86 | 12.86 | 40.28 | NA | NA | … | … | 12.86 | 3.50 | 6.21 | 3.67 | 12.13 | 13.56 | 15.10 | 25.05 | 14.75 | 29.54 | 44.45 | 13.42 | 20.47 | 10.03 | 19.35 | 15.75 | 27.19 | 11.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.43 | 0.99 | 0.76 | 0.57 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.33 | 1.41 | 2.19 | 1.98 | 1.64 | 1.28 | 1.16 | 0.95 | 0.64 | 0.41 | 0.40 | 0.47 | 0.00 | 0.00 |
Data as of 09/13/2018, Common starting date is 10/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITF (ISHARES S&P/TOPIX 150 INDEX FUND ISHARES S&P/TOPIX 150 INDEX FUND) |
-18.07%
Feb 2006 – Feb 2009 |
-8.55%
May 2007 – May 2012 |
0.33%
May 2002 – May 2012 |
4.78%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITF (ISHARES S&P/TOPIX 150 INDEX FUND ISHARES S&P/TOPIX 150 INDEX FUND) |
33.21%
Apr 2003 – Apr 2006 |
17.03%
Apr 2003 – Apr 2008 |
7.49%
Apr 2003 – Apr 2013 |
5.75%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart