Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IXN (iShares Global Tech ETF) | 28.85% | 59.11% | 32.20% | 21.04% | 24.36% | 19.98% | 15.76% | … | … |
Data as of 06/05/2026, Common starting date is 11/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IXN (iShares Global Tech ETF) | 11/16/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.91 | 59.11 | 32.20 | 21.04 | 24.36 | 19.98 | 15.76 | … | … | 28.85 | 23.89 | 24.84 | 52.98 | -29.86 | 29.58 | 43.62 | 47.87 | -5.45 | 41.23 | 13.92 | 3.93 | 15.26 | 25.15 | 15.90 | -3.45 | 10.44 | 52.47 | -42.86 | 12.53 | 9.81 | 3.43 | 2.83 | 47.18 | -38.26 | 0.31 |
| Sharpe Ratio | NA | 2.41 | 1.20 | 0.74 | 0.93 | NA | NA | … | … | 2.69 | 0.84 | 0.97 | 2.70 | -0.97 | 1.53 | 1.09 | 2.56 | -0.29 | 3.84 | 0.84 | 0.23 | 1.19 | 2.09 | 1.02 | -0.14 | 0.52 | 1.90 | -1.11 | 0.52 | 0.41 | 0.09 | 0.09 | 1.75 | -0.99 | 0.04 |
| Standard Deviation(%) | NA | 23.39 | 24.03 | 25.01 | 24.55 | NA | NA | … | … | 29.03 | 27.47 | 21.89 | 18.42 | 32.32 | 19.30 | 39.71 | 18.10 | 23.37 | 10.61 | 16.29 | 17.28 | 12.78 | 12.03 | 15.75 | 24.17 | 19.84 | 27.50 | 39.35 | 17.97 | 15.68 | 12.74 | 19.71 | 26.55 | 39.96 | 31.95 |
| Draw Down(%) | NA | 13.80 | 25.55 | 36.30 | 36.30 | NA | NA | … | … | 13.54 | 25.55 | 16.87 | 12.26 | 35.92 | 9.86 | 30.89 | 9.90 | 23.64 | 4.73 | 11.47 | 14.62 | 9.02 | 7.02 | 14.13 | 20.66 | 17.67 | 21.53 | 51.95 | 10.79 | 17.76 | 12.86 | 23.41 | 17.27 | 55.34 | 9.05 |
| Yield(%) | 0.00 | 1.27 | 1.02 | 0.22 | 1.17 | 1.75 | 1.70 | … | … | 0.00 | 1.29 | 0.54 | 0.85 | 0.56 | 0.47 | 0.88 | 1.55 | 0.87 | 1.29 | 1.19 | 1.16 | 1.32 | 1.22 | 1.21 | 0.93 | 0.72 | 0.89 | 0.68 | 0.40 | 0.24 | 0.05 | 1.24 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXN (iShares Global Tech ETF) |
-14.86%
Feb 2006 – Feb 2009 |
-8.36%
Feb 2004 – Feb 2009 |
1.04%
Dec 2001 – Dec 2011 |
5.38%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXN (iShares Global Tech ETF) |
40.14%
Dec 2018 – Dec 2021 |
29.73%
Dec 2016 – Dec 2021 |
25.14%
May 2016 – May 2026 |
20.15%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart