Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWY (iShares Russell Top 200 Growth ETF) | 3.38% | 12.99% | 23.94% | 19.32% | 17.63% | 17.68% | NA | 17.86% |
Data as of 06/26/2025, AR inception is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWY (iShares Russell Top 200 Growth ETF) | 09/28/2009 | 06/26/2025 |
| 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 (%) | 3.89 | 12.99 | 23.94 | 19.32 | 17.63 | 17.68 | NA | 17.86 | 3.38 | 34.89 | 46.49 | -29.91 | 31.06 | 39.01 | 36.20 | -0.70 | 31.69 | 6.84 | 7.90 | 13.36 | 32.41 | 14.65 | 4.62 | 12.02 | 8.93 |
| Sharpe Ratio | NA | 0.24 | 1.01 | 0.71 | 0.75 | NA | NA | 0.83 | -0.14 | 1.58 | 2.62 | -1.04 | 1.84 | 1.11 | 2.43 | -0.10 | 4.08 | 0.51 | 0.50 | 1.15 | 2.97 | 1.16 | 0.21 | 0.73 | 2.71 |
| Standard Deviation(%) | NA | 25.32 | 21.73 | 22.36 | 21.12 | NA | NA | 19.10 | 30.40 | 17.96 | 16.26 | 30.33 | 16.83 | 34.77 | 14.30 | 20.30 | 7.64 | 13.09 | 15.90 | 11.63 | 10.89 | 12.70 | 21.73 | 16.36 | 14.23 |
| Draw Down(%) | NA | 23.30 | 23.30 | 32.68 | 32.68 | NA | NA | 32.68 | 22.94 | 13.86 | 9.21 | 32.49 | 8.77 | 30.76 | 8.19 | 22.15 | 2.41 | 10.24 | 12.42 | 6.76 | 6.08 | 9.27 | 15.77 | 15.46 | 4.17 |
| Yield(%) | 0.00 | 0.26 | 0.72 | 0.89 | 1.78 | 3.28 | 2.54 | 3.38 | 0.00 | 0.58 | 0.99 | 0.60 | 0.67 | 0.97 | 1.43 | 1.28 | 1.62 | 1.62 | 1.68 | 1.62 | 1.98 | 2.00 | 1.61 | 1.39 | 0.44 |
Data as of 06/26/2025, 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 |
|---|---|---|---|---|
| IWY (iShares Russell Top 200 Growth ETF) |
8.49%
Dec 2019 - Dec 2022 |
11.31%
Dec 2013 - Dec 2018 |
13.44%
Mar 2010 - Mar 2020 |
15.89%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWY (iShares Russell Top 200 Growth ETF) |
35.38%
Dec 2018 - Dec 2021 |
26.54%
Dec 2016 - Dec 2021 |
20.47%
Dec 2011 - Dec 2021 |
17.44%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart