Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVV (iShares Core S&P 500 ETF) | 11.38% | 28.64% | 22.69% | 13.99% | 15.56% | 14.57% | 11.40% | … | … |
Data as of 06/04/2026, Common starting date is 05/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVV (iShares Core S&P 500 ETF) | 05/19/2000 | 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 | 28.64 | 22.69 | 13.99 | 15.56 | 14.57 | 11.40 | … | … | 11.38 | 17.85 | 24.93 | 26.31 | -18.16 | 28.76 | 18.40 | 31.43 | -4.48 | 21.76 | 11.55 | 1.30 | 13.57 | 32.31 | 16.05 | 1.86 | 15.09 | 26.61 | -37.02 | 5.29 | 15.95 | 4.88 | 10.78 | 28.47 | -21.54 | -11.95 | -6.07 |
| Sharpe Ratio | NA | 2.30 | 1.36 | 0.69 | 0.77 | NA | NA | … | … | 2.04 | 0.81 | 1.69 | 1.75 | -0.81 | 2.21 | 0.52 | 2.38 | -0.34 | 3.21 | 0.87 | 0.08 | 1.20 | 2.92 | 1.27 | 0.08 | 0.84 | 0.99 | -0.96 | 0.14 | 1.27 | 0.25 | 0.89 | 1.67 | -0.86 | -0.67 | -0.71 |
| Standard Deviation(%) | NA | 11.80 | 14.75 | 16.87 | 18.09 | NA | NA | … | … | 13.37 | 18.62 | 12.59 | 13.06 | 24.25 | 12.99 | 34.69 | 12.57 | 17.10 | 6.61 | 13.06 | 15.58 | 11.27 | 11.07 | 12.73 | 23.31 | 17.88 | 26.69 | 39.26 | 15.94 | 9.94 | 10.40 | 11.04 | 16.57 | 26.37 | 21.86 | 19.73 |
| Draw Down(%) | NA | 8.89 | 18.75 | 24.53 | 33.90 | NA | NA | … | … | 8.89 | 18.75 | 8.41 | 9.94 | 24.53 | 5.13 | 33.90 | 6.63 | 19.38 | 2.55 | 10.27 | 11.96 | 7.29 | 5.60 | 9.65 | 18.66 | 15.61 | 27.15 | 47.40 | 10.00 | 7.63 | 7.00 | 7.53 | 13.46 | 32.96 | 29.07 | 16.63 |
| Yield(%) | 0.00 | 1.35 | 1.77 | 1.66 | 2.94 | 4.09 | 3.60 | … | … | 0.26 | 1.37 | 1.61 | 1.80 | 1.33 | 1.55 | 1.81 | 2.56 | 2.05 | 2.08 | 1.69 | 2.25 | 2.06 | 2.28 | 2.35 | 2.04 | 1.97 | 2.32 | 1.84 | 1.97 | 1.87 | 1.78 | 1.89 | 2.22 | 1.29 | 1.03 | 0.59 |
Data as of 06/04/2026, Common starting date is 05/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVV (iShares Core S&P 500 ETF) |
-15.03%
Feb 2006 – Feb 2009 |
-6.63%
Feb 2004 – Feb 2009 |
-1.84%
Aug 2000 – Aug 2010 |
3.71%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVV (iShares Core S&P 500 ETF) |
26.07%
Dec 2018 – Dec 2021 |
22.85%
Feb 2009 – Feb 2014 |
16.52%
Feb 2009 – Feb 2019 |
15.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart