Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IXG (iShares Global Financials ETF) | -0.22% | 12.70% | 22.86% | 11.04% | 11.83% | 9.40% | 4.85% | … | … |
Data as of 06/03/2026, Common starting date is 11/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IXG (iShares Global Financials ETF) | 11/26/2001 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 12.70 | 22.86 | 11.04 | 11.83 | 9.40 | 4.85 | … | … | -0.22 | 27.45 | 25.69 | 14.97 | -8.96 | 25.06 | -2.99 | 24.60 | -16.33 | 23.79 | 11.73 | -3.64 | 2.86 | 26.05 | 31.24 | -20.03 | 3.88 | 31.75 | -54.06 | -8.80 | 24.83 | 11.60 | 16.31 | 39.61 | -16.98 | -0.05 |
| Sharpe Ratio | NA | 0.89 | 1.36 | 0.51 | 0.51 | NA | NA | … | … | -0.01 | 1.41 | 1.52 | 0.71 | -0.45 | 1.54 | -0.08 | 1.71 | -1.09 | 2.21 | 0.56 | -0.22 | 0.23 | 1.81 | 1.63 | -0.59 | 0.14 | 0.61 | -0.99 | -0.55 | 1.57 | 0.91 | 1.21 | 2.05 | -0.56 | -0.15 |
| Standard Deviation(%) | NA | 13.63 | 15.08 | 17.34 | 20.22 | NA | NA | … | … | 16.51 | 17.78 | 12.53 | 15.33 | 23.20 | 16.21 | 41.20 | 13.61 | 16.24 | 10.52 | 20.55 | 16.89 | 12.28 | 14.34 | 19.31 | 33.96 | 27.75 | 52.33 | 55.57 | 21.44 | 13.83 | 10.32 | 12.74 | 18.98 | 32.12 | 11.39 |
| Draw Down(%) | NA | 11.33 | 13.54 | 27.19 | 43.46 | NA | NA | … | … | 11.33 | 13.54 | 7.34 | 14.32 | 27.19 | 9.00 | 41.77 | 9.71 | 26.61 | 5.58 | 19.27 | 15.18 | 9.39 | 9.87 | 19.24 | 33.52 | 22.55 | 46.76 | 65.66 | 16.55 | 13.48 | 7.74 | 11.75 | 18.76 | 33.08 | 2.86 |
| Yield(%) | 0.00 | 2.26 | 3.35 | 2.71 | 3.70 | 3.63 | 2.09 | … | … | 0.00 | 2.58 | 3.23 | 2.92 | 3.22 | 2.09 | 2.00 | 3.46 | 2.54 | 2.53 | 2.47 | 2.62 | 2.41 | 2.59 | 3.08 | 2.58 | 2.09 | 2.35 | 2.56 | 3.08 | 1.62 | 1.79 | 1.53 | 3.29 | 1.09 | 0.08 |
Data as of 06/03/2026, Common starting date is 11/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXG (iShares Global Financials ETF) |
-31.50%
Feb 2006 – Feb 2009 |
-15.98%
Feb 2004 – Feb 2009 |
-2.67%
Feb 2006 – Feb 2016 |
0.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXG (iShares Global Financials ETF) |
27.79%
Mar 2003 – Mar 2006 |
22.39%
Feb 2009 – Feb 2014 |
13.50%
Feb 2009 – Feb 2019 |
11.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart