Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) | 7.44% | 15.48% | 20.92% | 16.09% | 14.01% | 14.97% | NA | 15.06% |
Data as of 07/18/2025, AR inception is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWL (iShares Russell Top 200 ETF) | 09/28/2009 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 15.48 | 20.92 | 16.09 | 14.01 | 14.97 | NA | 15.06 | 7.44 | 27.12 | 29.78 | -19.89 | 27.79 | 22.10 | 31.65 | -3.28 | 22.39 | 10.08 | 1.73 | 14.38 | 31.83 | 15.57 | 3.02 | 11.27 | 6.18 |
| Sharpe Ratio | NA | 0.61 | 1.01 | 0.81 | 0.68 | NA | NA | 0.78 | 0.48 | 1.54 | 1.96 | -0.87 | 2.13 | 0.64 | 2.36 | -0.27 | 3.28 | 0.77 | 0.11 | 1.32 | 3.07 | 1.28 | 0.13 | 0.71 | 1.90 |
| Standard Deviation(%) | NA | 20.14 | 17.39 | 17.69 | 18.41 | NA | NA | 17.12 | 23.49 | 13.30 | 13.12 | 24.53 | 13.06 | 34.06 | 12.84 | 17.11 | 6.67 | 12.89 | 14.84 | 10.88 | 10.35 | 12.27 | 22.18 | 15.82 | 13.56 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.64 | 32.71 | NA | NA | 32.71 | 19.36 | 9.04 | 9.06 | 25.64 | 5.43 | 32.71 | 7.04 | 19.31 | 2.47 | 10.25 | 11.94 | 7.38 | 5.20 | 9.41 | 17.90 | 15.36 | 5.01 |
| Yield(%) | 0.00 | 0.63 | 1.39 | 1.61 | 2.36 | 4.15 | 3.18 | 4.24 | 0.00 | 1.32 | 1.67 | 1.20 | 1.43 | 1.55 | 2.52 | 1.83 | 1.51 | 1.65 | 2.15 | 1.91 | 2.30 | 4.07 | 1.90 | 1.78 | 0.62 |
Data as of 07/18/2025, AR inception is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) |
6.44%
Mar 2017 - Mar 2020 |
7.59%
Mar 2015 - Mar 2020 |
10.74%
Mar 2010 - Mar 2020 |
13.25%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) |
27.12%
Dec 2018 - Dec 2021 |
19.91%
Oct 2016 - Oct 2021 |
16.85%
Dec 2011 - Dec 2021 |
15.08%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart