Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYG (iShares US Financial Services ETF) | 12.40% | 28.14% | 21.73% | 18.42% | 12.15% | 13.15% | 6.17% | 6.55% |
Data as of 07/18/2025, AR inception is 06/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYG (iShares US Financial Services ETF) | 06/21/2000 | 07/18/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 28.14 | 21.73 | 18.42 | 12.15 | 13.15 | 6.17 | 6.55 | 12.40 | 31.94 | 16.07 | -16.76 | 30.37 | 0.99 | 37.64 | -12.54 | 24.47 | 19.90 | -0.71 | 10.97 | 42.85 | 32.97 | -20.46 | 7.70 | 16.09 | -52.32 | -21.84 | 19.19 | 3.35 | 11.87 | 34.39 | -13.09 | -5.96 | 22.75 |
| Sharpe Ratio | NA | 1.10 | 0.91 | 0.76 | 0.44 | NA | NA | 0.18 | 0.83 | 1.82 | 0.69 | -0.67 | 1.57 | 0.02 | 2.25 | -0.70 | 1.76 | 0.90 | -0.04 | 0.74 | 2.86 | 1.68 | -0.57 | 0.29 | 0.25 | -0.77 | -1.00 | 1.29 | 0.09 | 0.88 | 1.80 | -0.45 | -0.32 | 1.56 |
| Standard Deviation(%) | NA | 22.66 | 20.14 | 21.44 | 24.18 | NA | NA | 29.07 | 25.46 | 15.60 | 18.27 | 27.16 | 19.32 | 47.34 | 16.09 | 20.04 | 13.57 | 21.95 | 19.43 | 14.71 | 14.98 | 19.72 | 35.93 | 26.29 | 63.92 | 68.93 | 25.09 | 12.32 | 11.56 | 12.41 | 18.69 | 31.80 | 26.40 | 27.62 |
| Draw Down(%) | NA | 18.54 | 18.54 | 29.62 | 44.32 | NA | NA | 81.83 | 18.54 | 8.01 | 17.57 | 29.62 | 8.91 | 44.32 | 9.60 | 24.55 | 9.07 | 20.69 | 14.42 | 9.05 | 6.98 | 19.25 | 36.46 | 25.71 | 50.55 | 64.34 | 26.52 | 8.25 | 9.25 | 11.56 | 15.92 | 32.49 | 25.43 | 14.55 |
| Yield(%) | 0.00 | 1.35 | 1.38 | 1.91 | 2.13 | 3.24 | 1.59 | 2.13 | 0.56 | 0.50 | 2.01 | 1.66 | 1.63 | 1.67 | 2.12 | 1.55 | 1.50 | 1.55 | 1.31 | 1.25 | 1.43 | 1.77 | 0.92 | 0.48 | 1.29 | 2.51 | 2.07 | 2.17 | 2.09 | 2.12 | 2.25 | 1.62 | 1.19 | 1.30 |
Data as of 07/18/2025, AR inception is 06/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYG (iShares US Financial Services ETF) |
-35.43%
Feb 2006 - Feb 2009 |
-21.00%
Feb 2004 - Feb 2009 |
-5.05%
Sep 2001 - Sep 2011 |
0.13%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYG (iShares US Financial Services ETF) |
29.63%
Sep 2011 - Sep 2014 |
24.30%
Feb 2009 - Feb 2014 |
18.18%
Sep 2011 - Sep 2021 |
14.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart