Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWF (iShares Russell 1000 Growth ETF) | -6.14% | 16.18% | 15.89% | 18.06% | 15.19% | 15.24% | 12.32% | 7.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWF (iShares Russell 1000 Growth ETF) | 05/26/2000 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 05/26/2000.
AR inception is since 05/26/2000.
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.33 | 16.18 | 15.89 | 18.06 | 15.19 | 15.24 | 12.32 | 7.96 | -6.14 | 33.12 | 42.59 | -29.31 | 27.43 | 38.25 | 35.86 | -1.65 | 29.95 | 7.01 | 5.50 | 12.78 | 33.14 | 15.22 | 2.33 | 16.52 | 36.71 | -38.22 | 11.49 | 8.94 | 4.75 | 6.16 | 30.13 | -28.11 | -20.84 | -17.07 |
| Sharpe Ratio | NA | 0.40 | 0.50 | 0.70 | 0.64 | NA | NA | 0.30 | -0.59 | 1.52 | 2.44 | -1.01 | 1.63 | 1.07 | 2.40 | -0.15 | 3.93 | 0.51 | 0.35 | 1.05 | 2.98 | 1.16 | 0.10 | 0.95 | 1.53 | -1.05 | 0.55 | 0.52 | 0.25 | 0.43 | 1.62 | -1.05 | -0.74 | -1.02 |
| Standard Deviation(%) | NA | 24.78 | 22.83 | 22.32 | 21.05 | NA | NA | 21.03 | 34.50 | 17.43 | 15.85 | 30.49 | 16.86 | 35.30 | 14.35 | 19.75 | 7.49 | 13.26 | 15.59 | 12.20 | 11.12 | 13.21 | 23.17 | 17.31 | 23.94 | 37.26 | 15.40 | 10.94 | 10.34 | 12.07 | 18.17 | 27.81 | 31.97 | 30.42 |
| Draw Down(%) | NA | 23.44 | 23.44 | 32.72 | 32.72 | NA | NA | 64.17 | 23.21 | 13.26 | 9.79 | 32.34 | 9.68 | 31.55 | 7.88 | 21.90 | 2.37 | 11.22 | 11.68 | 7.26 | 6.23 | 9.80 | 18.29 | 15.41 | 21.59 | 48.10 | 8.85 | 9.34 | 7.50 | 11.21 | 12.82 | 36.45 | 40.87 | 32.29 |
| Yield(%) | 0.00 | 0.43 | 0.73 | 1.00 | 1.62 | 2.70 | 2.63 | 1.40 | 0.00 | 0.62 | 0.95 | 0.63 | 0.64 | 0.89 | 1.33 | 1.22 | 1.40 | 1.54 | 1.43 | 1.49 | 1.65 | 1.85 | 1.39 | 1.44 | 1.81 | 1.03 | 1.01 | 0.98 | 0.93 | 1.10 | 1.23 | 0.57 | 0.34 | 0.27 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWF (iShares Russell 1000 Growth ETF) |
-21.59%
Aug 2000 - Aug 2003 |
-10.68%
Aug 2000 - Aug 2005 |
-5.52%
Aug 2000 - Aug 2010 |
1.51%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWF (iShares Russell 1000 Growth ETF) |
33.77%
Dec 2018 - Dec 2021 |
25.26%
Oct 2016 - Oct 2021 |
19.57%
Dec 2011 - Dec 2021 |
18.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart