Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWV (iShares Russell 3000 ETF) | 8.45% | 25.38% | 21.00% | 12.04% | 14.55% | 13.76% | 10.89% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWV (iShares Russell 3000 ETF) | 05/26/2000 | 06/05/2026 |
| 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 (%) | -2.36 | 25.38 | 21.00 | 12.04 | 14.55 | 13.76 | 10.89 | … | … | 8.45 | 16.96 | 23.49 | 25.83 | -19.28 | 25.54 | 20.55 | 30.66 | -5.44 | 20.97 | 12.64 | 0.34 | 12.39 | 33.01 | 16.44 | 0.77 | 16.86 | 28.25 | -37.15 | 4.57 | 15.66 | 6.08 | 11.70 | 31.13 | -21.64 | -11.47 | -3.15 |
| Sharpe Ratio | NA | 2.20 | 1.29 | 0.59 | 0.72 | NA | NA | … | … | 1.96 | 0.75 | 1.53 | 1.65 | -0.84 | 1.90 | 0.57 | 2.31 | -0.41 | 2.92 | 0.91 | 0.02 | 1.06 | 2.93 | 1.26 | 0.03 | 0.90 | 1.03 | -0.96 | 0.09 | 1.17 | 0.36 | 0.96 | 1.84 | -0.90 | -0.64 | -0.48 |
| Standard Deviation(%) | NA | 12.11 | 15.04 | 17.22 | 18.45 | NA | NA | … | … | 13.65 | 18.81 | 12.95 | 13.54 | 24.77 | 13.46 | 35.48 | 12.65 | 16.87 | 6.98 | 13.65 | 15.28 | 11.63 | 11.27 | 13.15 | 24.13 | 18.64 | 27.44 | 39.78 | 16.00 | 10.53 | 10.62 | 11.17 | 16.57 | 25.40 | 22.10 | 19.98 |
| Draw Down(%) | NA | 8.89 | 19.28 | 25.11 | 35.22 | NA | NA | … | … | 8.89 | 19.28 | 8.39 | 10.72 | 25.11 | 5.12 | 35.22 | 6.83 | 20.14 | 2.80 | 11.34 | 11.94 | 7.55 | 5.68 | 9.97 | 20.48 | 16.11 | 27.33 | 48.00 | 10.15 | 8.29 | 6.97 | 8.33 | 13.37 | 33.20 | 29.27 | 17.57 |
| Yield(%) | 0.00 | 1.08 | 1.47 | 1.37 | 2.51 | 3.52 | 3.19 | … | … | 0.19 | 1.12 | 1.33 | 1.61 | 1.24 | 1.31 | 1.53 | 2.17 | 1.82 | 1.86 | 2.01 | 1.96 | 1.81 | 2.06 | 2.19 | 1.78 | 1.80 | 2.24 | 1.57 | 1.71 | 1.60 | 1.87 | 1.76 | 2.18 | 1.35 | 0.91 | 0.65 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IWV (iShares Russell 3000 ETF) |
-15.54%
Feb 2006 – Feb 2009 |
-6.53%
Feb 2004 – Feb 2009 |
-1.38%
Aug 2000 – Aug 2010 |
4.05%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWV (iShares Russell 3000 ETF) |
26.31%
Feb 2009 – Feb 2012 |
23.65%
Feb 2009 – Feb 2014 |
16.62%
Feb 2009 – Feb 2019 |
15.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart