Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSPF (Ishares V Plc – Ishares S&P 500 Communication Sector Ucits Etf) | 1.76% | 22.29% | 31.54% | 11.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSPF (Ishares V Plc – Ishares S&P 500 Communication Sector Ucits Etf) | 03/13/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 22.29 | 31.54 | 11.72 | NA | NA | NA | … | … | 1.76 | 27.24 | 37.44 | 55.81 | -41.03 | 25.00 | 46.14 |
| Sharpe Ratio | NA | 1.45 | 1.69 | 0.48 | NA | NA | NA | … | … | 0.69 | 1.32 | 2.04 | 2.41 | -1.59 | 1.64 | 2.03 |
| Standard Deviation(%) | NA | 15.27 | 17.45 | 19.96 | NA | NA | NA | … | … | 13.15 | 18.85 | 15.27 | 21.64 | 26.83 | 15.26 | 29.66 |
| Draw Down(%) | NA | 8.63 | 14.31 | 45.53 | NA | NA | NA | … | … | 8.63 | 14.31 | 5.15 | 4.62 | 42.17 | 8.72 | 8.11 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSPF (Ishares V Plc – Ishares S&P 500 Communication Sector Ucits Etf) |
2.19%
Aug 2021 – Aug 2024 |
11.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSPF (Ishares V Plc – Ishares S&P 500 Communication Sector Ucits Etf) |
40.07%
Dec 2022 – Dec 2025 |
17.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart