Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVE (iShares S&P 500 Value ETF) | 8.46% | 22.63% | 16.04% | 10.74% | 11.78% | 11.70% | 8.68% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVE (iShares S&P 500 Value ETF) | 05/26/2000 | 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 (%) | 0.37 | 22.63 | 16.04 | 10.74 | 11.78 | 11.70 | 8.68 | … | … | 8.46 | 13.02 | 12.03 | 22.06 | -5.41 | 24.72 | 1.23 | 31.62 | -9.22 | 15.25 | 17.31 | -3.29 | 12.17 | 31.62 | 17.56 | -0.71 | 14.94 | 20.88 | -38.86 | 1.53 | 20.65 | 5.63 | 15.64 | 31.51 | -20.80 | -11.49 | 7.89 |
| Sharpe Ratio | NA | 2.05 | 1.05 | 0.58 | 0.60 | NA | NA | … | … | 1.69 | 0.65 | 0.83 | 1.38 | -0.36 | 1.89 | 0.03 | 2.36 | -0.70 | 2.05 | 1.26 | -0.21 | 1.15 | 2.81 | 1.29 | -0.03 | 0.81 | 0.69 | -0.95 | -0.10 | 1.66 | 0.32 | 1.26 | 1.74 | -0.78 | -0.70 | 0.59 |
| Standard Deviation(%) | NA | 9.77 | 12.53 | 14.40 | 17.01 | NA | NA | … | … | 10.54 | 15.68 | 10.13 | 13.42 | 19.25 | 13.06 | 35.43 | 12.75 | 15.11 | 7.16 | 13.61 | 15.61 | 10.57 | 11.25 | 13.65 | 24.57 | 18.39 | 30.34 | 41.93 | 17.06 | 10.44 | 10.56 | 11.63 | 17.73 | 28.17 | 20.38 | 15.67 |
| Draw Down(%) | NA | 6.19 | 17.58 | 18.04 | 37.04 | NA | NA | … | … | 6.19 | 14.90 | 7.59 | 10.98 | 18.04 | 5.78 | 37.04 | 7.64 | 19.26 | 4.41 | 9.67 | 13.77 | 7.22 | 5.13 | 11.41 | 22.13 | 16.29 | 32.79 | 50.14 | 12.07 | 7.84 | 7.51 | 8.07 | 16.18 | 35.55 | 27.45 | 7.86 |
| Yield(%) | 0.00 | 1.82 | 2.21 | 2.14 | 3.16 | 4.23 | 3.37 | … | … | 0.37 | 1.80 | 2.23 | 1.97 | 1.94 | 2.24 | 2.32 | 2.70 | 2.42 | 2.37 | 2.61 | 2.31 | 2.36 | 2.57 | 2.63 | 2.20 | 2.31 | 2.93 | 2.55 | 2.30 | 2.22 | 2.10 | 1.84 | 2.49 | 1.49 | 1.32 | 1.01 |
Data as of 06/04/2026, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVE (iShares S&P 500 Value ETF) |
-18.09%
Feb 2006 – Feb 2009 |
-7.68%
Feb 2004 – Feb 2009 |
-0.02%
Aug 2000 – Aug 2010 |
3.90%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVE (iShares S&P 500 Value ETF) |
25.46%
Feb 2009 – Feb 2012 |
22.75%
Feb 2009 – Feb 2014 |
15.24%
Feb 2009 – Feb 2019 |
14.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart