Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYF (iShares U.S. Financials ETF) | -2.72% | 9.62% | 21.87% | 10.09% | 12.80% | 12.49% | 6.32% | … | … |
Data as of 06/04/2026, Common starting date is 05/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYF (iShares U.S. Financials ETF) | 05/30/2000 | 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 (%) | 2.16 | 9.62 | 21.87 | 10.09 | 12.80 | 12.49 | 6.32 | … | … | -2.72 | 18.25 | 31.30 | 15.32 | -11.33 | 31.60 | -1.00 | 31.87 | -9.37 | 19.59 | 16.95 | -0.38 | 14.18 | 33.98 | 25.91 | -13.25 | 12.22 | 16.91 | -50.29 | -18.06 | 18.74 | 5.73 | 13.01 | 32.09 | -13.86 | -6.53 | 24.24 |
| Sharpe Ratio | NA | 0.34 | 1.11 | 0.40 | 0.52 | NA | NA | … | … | -0.77 | 0.79 | 1.80 | 0.68 | -0.52 | 1.92 | -0.03 | 2.44 | -0.64 | 1.92 | 0.98 | -0.02 | 1.16 | 2.44 | 1.63 | -0.42 | 0.50 | 0.30 | -0.81 | -0.94 | 1.37 | 0.30 | 1.00 | 1.75 | -0.52 | -0.39 | 1.52 |
| Standard Deviation(%) | NA | 14.34 | 16.77 | 19.00 | 20.96 | NA | NA | … | … | 16.21 | 19.60 | 15.35 | 17.35 | 24.85 | 16.46 | 42.55 | 12.48 | 16.84 | 9.92 | 17.09 | 16.70 | 12.24 | 13.92 | 15.96 | 31.68 | 24.15 | 56.52 | 63.12 | 22.54 | 11.22 | 11.43 | 12.05 | 17.92 | 29.07 | 23.24 | 26.42 |
| Draw Down(%) | NA | 13.88 | 16.60 | 25.06 | 42.57 | NA | NA | … | … | 13.88 | 16.60 | 8.40 | 16.76 | 25.06 | 7.35 | 42.57 | 6.64 | 19.88 | 6.39 | 16.30 | 12.03 | 6.88 | 6.86 | 14.29 | 30.94 | 19.97 | 47.06 | 63.71 | 24.25 | 7.64 | 9.19 | 11.23 | 16.28 | 30.62 | 23.56 | 13.44 |
| Yield(%) | 0.00 | 1.65 | 2.21 | 1.77 | 1.92 | 2.78 | 1.48 | … | … | 0.44 | 1.54 | 1.67 | 1.89 | 1.60 | 1.67 | 1.47 | 2.13 | 1.70 | 1.71 | 1.96 | 1.62 | 1.56 | 1.71 | 2.02 | 1.41 | 1.14 | 1.94 | 2.27 | 2.19 | 2.13 | 2.11 | 1.95 | 2.59 | 1.50 | 0.97 | 2.56 |
Data as of 06/04/2026, Common starting date is 05/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYF (iShares U.S. Financials ETF) |
-32.86%
Feb 2006 – Feb 2009 |
-18.80%
Feb 2004 – Feb 2009 |
-3.19%
Aug 2000 – Aug 2010 |
1.44%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYF (iShares U.S. Financials ETF) |
25.82%
Sep 2011 – Sep 2014 |
24.26%
Feb 2009 – Feb 2014 |
16.99%
Feb 2009 – Feb 2019 |
14.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart