Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUNTF (iShares MSCI EAFE Index ETF (CAD-Hedged)) | NA | -7.17% | 0.02% | 1.80% | 3.13% | NA | NA | … | … |
Data as of 12/29/2022, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUNTF (iShares MSCI EAFE Index ETF (CAD-Hedged)) | 08/06/2012 | 12/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | -7.17 | 0.02 | 1.80 | 3.13 | NA | NA | … | … | -8.56 | 7.84 | 1.47 | 4.68 | 4.39 | 14.02 | 1.30 | -9.22 | 2.00 | 16.34 | 14.53 |
| Sharpe Ratio | NA | -0.75 | 0.00 | 0.03 | 0.14 | NA | NA | … | … | -0.88 | 0.44 | 0.02 | 0.24 | 0.26 | 1.32 | 0.05 | -0.41 | 0.33 | 1.61 | 2.94 |
| Standard Deviation(%) | NA | 11.39 | 33.81 | 27.39 | 22.40 | NA | NA | … | … | 11.33 | 17.77 | 54.58 | 13.41 | 11.83 | 10.22 | 22.54 | 22.38 | 6.03 | 10.13 | 13.84 |
| Draw Down(%) | NA | 10.53 | 36.22 | 36.22 | 36.22 | NA | NA | … | … | 10.53 | 12.55 | 36.22 | 7.56 | 5.66 | 1.83 | 16.73 | 15.17 | 5.68 | 1.68 | 0.00 |
| Yield(%) | 0.00 | 3.03 | 2.78 | 2.35 | 2.51 | 1.91 | 1.44 | … | … | 1.92 | 3.25 | 1.87 | 2.77 | 1.52 | 2.61 | 2.50 | 2.13 | 2.88 | 1.13 | 0.00 |
Data as of 12/29/2022, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUNTF (iShares MSCI EAFE Index ETF (CAD-Hedged)) |
-8.51%
May 2013 – May 2016 |
-4.36%
Mar 2015 – Mar 2020 |
3.57%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUNTF (iShares MSCI EAFE Index ETF (CAD-Hedged)) |
13.13%
Jan 2016 – Jan 2019 |
11.85%
Apr 2016 – Apr 2021 |
3.74%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart