Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWC (iShares Micro-Cap ETF) | -1.59% | 14.13% | 8.42% | 9.10% | 5.79% | 9.51% | NA | 6.28% |
Data as of 06/30/2025, AR inception is 08/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWC (iShares Micro-Cap ETF) | 08/16/2005 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.71 | 14.13 | 8.42 | 9.10 | 5.79 | 9.51 | NA | 6.28 | -1.59 | 13.63 | 9.00 | -21.93 | 18.67 | 20.88 | 22.21 | -13.12 | 12.31 | 20.65 | -5.00 | 3.64 | 45.21 | 19.51 | -9.84 | 29.58 | 23.71 | -39.02 | -9.01 | 14.89 | 2.82 |
| Sharpe Ratio | NA | 0.41 | 0.15 | 0.32 | 0.17 | NA | NA | 0.20 | -0.22 | 0.42 | 0.25 | -0.85 | 0.74 | 0.49 | 1.25 | -0.84 | 0.92 | 1.10 | -0.29 | 0.20 | 3.10 | 1.18 | -0.31 | 1.15 | 0.68 | -0.92 | -0.63 | 0.71 | 0.35 |
| Standard Deviation(%) | NA | 27.64 | 24.40 | 24.97 | 24.19 | NA | NA | 24.84 | 28.96 | 23.89 | 21.35 | 27.53 | 25.29 | 41.88 | 16.62 | 17.39 | 12.76 | 18.55 | 17.21 | 17.94 | 14.58 | 16.68 | 32.13 | 25.58 | 34.56 | 43.35 | 19.41 | 16.33 | 14.31 |
| Draw Down(%) | NA | 29.46 | 29.46 | 41.06 | 47.20 | NA | NA | 64.60 | 26.82 | 12.65 | 24.81 | 28.01 | 14.80 | 43.57 | 12.81 | 28.93 | 6.89 | 17.68 | 17.69 | 16.66 | 5.04 | 12.19 | 30.69 | 22.66 | 34.32 | 51.77 | 16.97 | 15.04 | 8.61 |
| Yield(%) | 0.00 | 1.24 | 1.35 | 1.46 | 1.39 | 2.58 | 1.68 | 1.77 | 0.46 | 1.19 | 1.27 | 0.89 | 0.93 | 1.18 | 1.41 | 0.86 | 0.74 | 1.42 | 1.40 | 1.15 | 1.41 | 2.24 | 1.06 | 1.02 | 1.00 | 0.80 | 0.72 | 0.58 | 0.19 |
Data as of 06/30/2025, AR inception is 08/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWC (iShares Micro-Cap ETF) |
-23.53%
Feb 2006 - Feb 2009 |
-5.05%
Sep 2006 - Sep 2011 |
2.39%
Feb 2006 - Feb 2016 |
4.85%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWC (iShares Micro-Cap ETF) |
27.72%
Feb 2009 - Feb 2012 |
27.69%
Feb 2009 - Feb 2014 |
15.98%
Feb 2009 - Feb 2019 |
12.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart