Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUAGF (iShares IV Public Limited Company – iShares Ageing Population UCITS ETF) | NA | 11.73% | -2.84% | NA | NA | NA | NA | … | … |
Data as of 06/12/2024, Common starting date is 05/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUAGF (iShares IV Public Limited Company – iShares Ageing Population UCITS ETF) | 05/12/2020 | 06/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.85 | 11.73 | -2.84 | NA | NA | NA | NA | … | … | 11.60 | 1.59 | -15.20 | 24.05 | 16.23 |
| Sharpe Ratio | NA | 0.57 | -0.05 | NA | NA | NA | NA | … | … | 1.45 | -0.18 | -0.04 | 0.37 | 0.84 |
| Standard Deviation(%) | NA | 13.97 | 109.80 | NA | NA | NA | NA | … | … | 16.58 | 14.36 | 423.67 | 52.90 | 47.38 |
| Draw Down(%) | NA | 9.81 | 63.39 | NA | NA | NA | NA | … | … | 5.63 | 10.25 | 60.90 | 10.69 | 3.30 |
| 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 |
Data as of 06/12/2024, Common starting date is 05/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAGF (iShares IV Public Limited Company – iShares Ageing Population UCITS ETF) |
3.73%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAGF (iShares IV Public Limited Company – iShares Ageing Population UCITS ETF) |
6.54%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart