Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYM (iShares U.S. Basic Materials ETF) | 22.18% | 37.82% | 16.01% | 7.84% | 10.92% | 8.13% | 8.18% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYM (iShares U.S. Basic Materials ETF) | 06/20/2000 | 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 (%) | 1.19 | 37.82 | 16.01 | 7.84 | 10.92 | 8.13 | 8.18 | … | … | 22.18 | 20.41 | -4.54 | 12.84 | -9.14 | 25.61 | 17.86 | 19.23 | -16.62 | 24.84 | 19.75 | -12.79 | 3.02 | 19.88 | 9.94 | -15.20 | 31.01 | 64.34 | -50.72 | 32.17 | 17.06 | 4.13 | 12.24 | 35.27 | -8.99 | -0.27 | 13.61 |
| Sharpe Ratio | NA | 1.97 | 0.72 | 0.25 | 0.43 | NA | NA | … | … | 2.48 | 0.85 | -0.56 | 0.53 | -0.39 | 1.31 | 0.45 | 1.05 | -0.92 | 2.14 | 1.03 | -0.66 | 0.20 | 1.30 | 0.51 | -0.45 | 1.13 | 1.61 | -0.91 | 1.30 | 0.72 | 0.11 | 0.63 | 1.80 | -0.32 | -0.10 | 0.72 |
| Standard Deviation(%) | NA | 18.66 | 18.22 | 20.36 | 21.75 | NA | NA | … | … | 22.08 | 20.68 | 14.62 | 17.59 | 27.10 | 19.49 | 38.96 | 16.88 | 19.73 | 11.35 | 18.95 | 19.51 | 14.78 | 15.31 | 19.68 | 33.66 | 27.36 | 39.97 | 56.42 | 22.40 | 19.00 | 17.01 | 17.85 | 19.16 | 31.32 | 28.50 | 31.68 |
| Draw Down(%) | NA | 13.61 | 23.62 | 29.93 | 42.75 | NA | NA | … | … | 13.61 | 17.93 | 15.37 | 13.89 | 29.93 | 12.75 | 39.12 | 11.85 | 25.84 | 4.46 | 14.19 | 26.77 | 12.18 | 9.36 | 16.57 | 34.48 | 19.98 | 29.71 | 67.78 | 16.78 | 17.68 | 15.98 | 12.99 | 17.19 | 31.02 | 28.52 | 17.34 |
| Yield(%) | 0.00 | 1.68 | 1.83 | 1.67 | 2.49 | 2.35 | 2.87 | … | … | 0.30 | 1.81 | 1.56 | 1.96 | 1.92 | 1.84 | 1.63 | 2.42 | 1.36 | 1.75 | 1.76 | 1.74 | 1.80 | 2.05 | 2.02 | 1.83 | 1.40 | 2.21 | 1.54 | 1.78 | 2.23 | 1.74 | 1.64 | 2.37 | 1.60 | 1.64 | 1.31 |
Data as of 06/04/2026, Common starting date is 06/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYM (iShares U.S. Basic Materials ETF) |
-15.21%
Feb 2006 – Feb 2009 |
-5.94%
Feb 2004 – Feb 2009 |
2.72%
Mar 2010 – Mar 2020 |
3.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYM (iShares U.S. Basic Materials ETF) |
34.64%
Feb 2009 – Feb 2012 |
24.12%
Feb 2009 – Feb 2014 |
13.54%
Feb 2009 – Feb 2019 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart