Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYJ (iShares U.S. Industrials ETF) | 8.30% | 21.86% | 18.15% | 14.93% | 11.84% | 13.53% | 10.24% | 8.11% |
Data as of 07/07/2025, AR inception is 07/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYJ (iShares U.S. Industrials ETF) | 07/14/2000 | 07/07/2025 |
| 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 (%) | 1.20 | 21.86 | 18.15 | 14.93 | 11.84 | 13.53 | 10.24 | 8.11 | 8.30 | 17.82 | 19.94 | -13.53 | 17.02 | 17.37 | 32.28 | -11.67 | 23.64 | 18.89 | -1.97 | 6.72 | 40.06 | 17.25 | -1.20 | 25.50 | 25.80 | -39.77 | 13.01 | 13.20 | 4.06 | 16.34 | 32.60 | -25.24 | -10.03 | -6.56 |
| Sharpe Ratio | NA | 0.94 | 0.86 | 0.70 | 0.52 | NA | NA | 0.30 | 0.65 | 1.05 | 1.11 | -0.62 | 1.09 | 0.44 | 2.07 | -0.69 | 2.65 | 1.27 | -0.13 | 0.49 | 3.10 | 1.14 | -0.04 | 1.18 | 0.81 | -1.02 | 0.63 | 0.78 | 0.16 | 1.17 | 1.76 | -0.90 | -0.45 | -0.65 |
| Standard Deviation(%) | NA | 20.26 | 17.96 | 18.37 | 20.10 | NA | NA | 21.55 | 24.14 | 13.55 | 14.78 | 24.30 | 15.62 | 38.41 | 14.88 | 18.88 | 8.70 | 14.71 | 15.88 | 13.61 | 12.92 | 15.18 | 27.67 | 21.58 | 31.88 | 39.63 | 15.84 | 12.55 | 11.42 | 13.15 | 18.07 | 29.42 | 28.39 | 27.69 |
| Draw Down(%) | NA | 19.67 | 19.67 | 26.24 | 40.20 | NA | NA | 61.97 | 18.79 | 7.17 | 12.90 | 25.96 | 8.92 | 40.20 | 7.12 | 24.00 | 3.83 | 9.87 | 14.18 | 10.45 | 5.73 | 11.97 | 26.68 | 18.72 | 36.28 | 51.89 | 10.40 | 13.21 | 7.85 | 8.29 | 16.48 | 38.30 | 33.56 | 16.07 |
| Yield(%) | 0.00 | 1.01 | 1.28 | 0.73 | 1.37 | 2.66 | 2.33 | 1.86 | 0.40 | 1.04 | 1.24 | 0.90 | 0.90 | 0.99 | 1.71 | 1.24 | 1.23 | 1.65 | 1.48 | 1.56 | 1.54 | 1.88 | 1.49 | 1.88 | 2.04 | 1.39 | 1.34 | 1.19 | 1.14 | 0.95 | 1.25 | 0.71 | 0.56 | 0.46 |
Data as of 07/07/2025, AR inception is 07/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYJ (iShares U.S. Industrials ETF) |
-17.75%
Feb 2006 - Feb 2009 |
-6.95%
Feb 2004 - Feb 2009 |
-0.83%
Aug 2000 - Aug 2010 |
4.37%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYJ (iShares U.S. Industrials ETF) |
31.86%
Feb 2009 - Feb 2012 |
27.65%
Feb 2009 - Feb 2014 |
18.53%
Feb 2009 - Feb 2019 |
15.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart