Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSG (iShares Core S&P U.S. Growth ETF) | 14.00% | 33.47% | 27.62% | 15.67% | 17.87% | 16.27% | 13.23% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSG (iShares Core S&P U.S. Growth ETF) | 07/28/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 33.47 | 27.62 | 15.67 | 17.87 | 16.27 | 13.23 | … | … | 14.00 | 21.23 | 34.70 | 29.28 | -28.81 | 31.26 | 32.65 | 30.61 | -0.78 | 27.03 | 8.29 | 6.05 | 12.40 | 33.97 | 14.96 | 1.88 | 17.45 | 36.82 | -38.62 | 11.22 | 9.34 | 5.05 | 6.41 | 30.56 | -28.02 | -20.73 | -19.48 |
| Sharpe Ratio | NA | 2.10 | 1.35 | 0.63 | 0.80 | NA | NA | … | … | 1.96 | 0.81 | 1.78 | 1.94 | -1.00 | 1.95 | 0.93 | 2.29 | -0.11 | 3.66 | 0.60 | 0.39 | 0.99 | 3.02 | 1.14 | 0.08 | 0.98 | 1.51 | -1.09 | 0.51 | 0.52 | 0.26 | 0.44 | 1.62 | -1.01 | -0.72 | -1.23 |
| Standard Deviation(%) | NA | 15.71 | 18.58 | 20.84 | 20.42 | NA | NA | … | … | 18.30 | 22.68 | 17.44 | 13.36 | 30.35 | 16.05 | 34.54 | 12.72 | 19.34 | 7.24 | 13.50 | 15.56 | 12.45 | 11.23 | 13.22 | 23.79 | 17.62 | 24.31 | 36.36 | 16.03 | 11.40 | 10.66 | 12.37 | 18.43 | 28.91 | 32.75 | 36.04 |
| Draw Down(%) | NA | 13.07 | 22.28 | 32.21 | 32.35 | NA | NA | … | … | 13.01 | 22.28 | 12.54 | 9.28 | 31.82 | 8.61 | 32.35 | 6.41 | 20.69 | 2.16 | 11.80 | 11.80 | 7.30 | 5.92 | 9.92 | 19.20 | 15.48 | 21.79 | 48.65 | 9.12 | 9.98 | 7.35 | 12.01 | 12.13 | 36.95 | 41.07 | 31.44 |
| Yield(%) | 0.00 | 0.62 | 0.99 | 0.93 | 2.07 | 3.14 | 3.06 | … | … | 0.10 | 0.65 | 0.80 | 1.45 | 0.75 | 0.78 | 1.20 | 2.11 | 1.29 | 1.59 | 2.46 | 2.40 | 1.35 | 1.58 | 1.74 | 1.31 | 1.34 | 1.70 | 0.91 | 0.93 | 0.88 | 0.87 | 1.08 | 1.04 | 0.58 | 0.31 | 0.05 |
Data as of 06/04/2026, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSG (iShares Core S&P U.S. Growth ETF) |
-20.70%
Aug 2000 – Aug 2003 |
-9.90%
Aug 2000 – Aug 2005 |
-5.20%
Aug 2000 – Aug 2010 |
1.80%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSG (iShares Core S&P U.S. Growth ETF) |
31.51%
Dec 2018 – Dec 2021 |
24.04%
Feb 2009 – Feb 2014 |
19.01%
Dec 2011 – Dec 2021 |
17.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart