Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWM (iShares Russell 2000 ETF) | 18.84% | 41.60% | 19.00% | 6.43% | 10.97% | 10.56% | 8.76% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWM (iShares Russell 2000 ETF) | 05/26/2000 | 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 (%) | -0.01 | 41.60 | 19.00 | 6.43 | 10.97 | 10.56 | 8.76 | … | … | 18.84 | 12.66 | 11.38 | 16.83 | -20.49 | 14.55 | 20.02 | 25.39 | -11.11 | 14.59 | 21.60 | -4.47 | 5.03 | 38.69 | 16.70 | -4.44 | 26.93 | 28.51 | -34.15 | -1.76 | 18.27 | 4.46 | 18.05 | 47.90 | -20.37 | 1.78 | 5.62 |
| Sharpe Ratio | NA | 2.08 | 0.77 | 0.18 | 0.41 | NA | NA | … | … | 2.39 | 0.43 | 0.37 | 0.66 | -0.78 | 0.66 | 0.48 | 1.49 | -0.70 | 1.18 | 1.18 | -0.27 | 0.31 | 2.65 | 1.02 | -0.14 | 1.09 | 0.82 | -0.77 | -0.23 | 0.83 | 0.14 | 0.95 | 2.47 | -0.81 | -0.03 | 0.19 |
| Standard Deviation(%) | NA | 19.12 | 21.15 | 22.50 | 23.12 | NA | NA | … | … | 20.10 | 22.80 | 20.75 | 20.02 | 28.11 | 21.96 | 41.01 | 16.04 | 18.00 | 11.85 | 18.20 | 16.58 | 16.10 | 14.57 | 16.48 | 32.20 | 24.62 | 34.67 | 45.71 | 20.98 | 17.88 | 15.91 | 17.87 | 19.11 | 26.41 | 24.51 | 27.87 |
| Draw Down(%) | NA | 11.03 | 27.50 | 31.91 | 41.13 | NA | NA | … | … | 11.03 | 23.75 | 10.07 | 17.98 | 26.93 | 12.28 | 41.07 | 9.55 | 26.80 | 6.40 | 15.83 | 16.05 | 12.70 | 5.24 | 12.74 | 28.92 | 20.09 | 32.90 | 49.13 | 13.78 | 14.14 | 11.77 | 14.19 | 12.81 | 37.21 | 26.62 | 18.50 |
| Yield(%) | 0.00 | 1.22 | 1.41 | 1.10 | 1.91 | 2.51 | 2.39 | … | … | 0.18 | 1.16 | 1.27 | 1.56 | 1.15 | 1.08 | 1.23 | 1.55 | 1.22 | 1.42 | 1.69 | 1.46 | 1.32 | 1.63 | 2.25 | 1.30 | 1.40 | 1.43 | 1.17 | 0.99 | 1.23 | 1.38 | 1.06 | 1.48 | 1.02 | 1.13 | 0.93 |
Data as of 06/04/2026, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWM (iShares Russell 2000 ETF) |
-17.61%
Feb 2006 – Feb 2009 |
-6.56%
Feb 2004 – Feb 2009 |
2.38%
Aug 2000 – Aug 2010 |
5.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWM (iShares Russell 2000 ETF) |
29.79%
Mar 2003 – Mar 2006 |
26.45%
Feb 2009 – Feb 2014 |
16.53%
Feb 2009 – Feb 2019 |
13.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart