Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSV (iShares Core S&P US Value ETF) | 7.35% | 21.53% | 15.67% | 10.48% | 11.66% | 11.18% | 8.03% | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSV (iShares Core S&P US Value ETF) | 08/04/2000 | 06/05/2026 |
| 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 (%) | -0.63 | 21.53 | 15.67 | 10.48 | 11.66 | 11.18 | 8.03 | … | … | 7.35 | 12.85 | 12.18 | 21.73 | -5.40 | 25.22 | 1.56 | 29.89 | -9.18 | 15.08 | 18.48 | -4.68 | 11.32 | 30.34 | 15.57 | -1.75 | 14.14 | 17.46 | -37.21 | -2.86 | 20.22 | 4.98 | 15.16 | 29.43 | -17.12 | -5.89 | 7.04 |
| Sharpe Ratio | NA | 2.01 | 1.04 | 0.57 | 0.59 | NA | NA | … | … | 1.71 | 0.64 | 0.82 | 1.34 | -0.36 | 1.88 | 0.04 | 2.21 | -0.70 | 1.98 | 1.31 | -0.31 | 1.05 | 2.66 | 1.21 | -0.07 | 0.71 | 0.55 | -0.89 | -0.36 | 1.62 | 0.25 | 1.30 | 1.86 | -0.75 | -0.48 | 0.97 |
| Standard Deviation(%) | NA | 9.96 | 12.71 | 14.54 | 17.11 | NA | NA | … | … | 10.68 | 15.75 | 10.46 | 13.59 | 19.30 | 13.39 | 35.45 | 12.85 | 15.11 | 7.32 | 13.95 | 15.36 | 10.81 | 11.38 | 12.90 | 24.91 | 19.83 | 31.47 | 42.77 | 16.84 | 10.39 | 10.77 | 10.91 | 15.41 | 24.31 | 17.74 | 14.42 |
| Draw Down(%) | NA | 6.36 | 17.76 | 17.95 | 37.54 | NA | NA | … | … | 6.36 | 15.09 | 7.55 | 11.28 | 17.95 | 5.89 | 37.54 | 7.87 | 18.96 | 4.46 | 10.80 | 13.61 | 7.97 | 5.20 | 10.12 | 22.63 | 17.23 | 32.76 | 49.20 | 14.14 | 7.69 | 7.18 | 8.03 | 15.08 | 32.58 | 20.32 | 6.47 |
| Yield(%) | 0.00 | 2.01 | 2.37 | 2.26 | 3.12 | 3.70 | 2.73 | … | … | 0.38 | 1.98 | 2.34 | 2.09 | 2.05 | 2.33 | 2.36 | 1.31 | 2.35 | 2.16 | 2.56 | 2.05 | 0.69 | 0.82 | 0.84 | 0.72 | 0.74 | 0.87 | 0.75 | 0.77 | 0.75 | 0.79 | 0.72 | 0.97 | 0.57 | 0.54 | 0.30 |
Data as of 06/05/2026, Common starting date is 08/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSV (iShares Core S&P US Value ETF) |
-18.69%
Feb 2006 – Feb 2009 |
-8.18%
Feb 2004 – Feb 2009 |
1.23%
Sep 2000 – Sep 2010 |
3.95%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSV (iShares Core S&P US Value ETF) |
22.86%
Feb 2009 – Feb 2012 |
21.10%
Feb 2009 – Feb 2014 |
14.25%
Feb 2009 – Feb 2019 |
13.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart