Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYT (iShares US Transportation ETF) | 13.67% | 30.33% | 15.17% | 5.75% | 10.50% | 10.20% | 8.52% | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYT (iShares US Transportation ETF) | 10/10/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 30.33 | 15.17 | 5.75 | 10.50 | 10.20 | 8.52 | … | … | 13.67 | 11.48 | 4.10 | 24.62 | -21.74 | 26.41 | 14.20 | 20.12 | -12.86 | 18.89 | 22.17 | -16.91 | 25.36 | 41.17 | 6.65 | -1.55 | 26.73 | 18.96 | -21.23 | 0.39 | 8.98 | 10.88 | 27.85 | 5.99 |
| Sharpe Ratio | NA | 1.31 | 0.57 | 0.12 | 0.38 | NA | NA | … | … | 1.37 | 0.34 | 0.03 | 1.11 | -0.85 | 1.47 | 0.35 | 1.00 | -0.69 | 1.31 | 1.19 | -0.92 | 1.58 | 2.56 | 0.39 | -0.06 | 1.14 | 0.49 | -0.52 | -0.13 | 0.28 | 0.49 | 1.69 | 2.39 |
| Standard Deviation(%) | NA | 20.15 | 21.33 | 22.26 | 23.16 | NA | NA | … | … | 23.41 | 25.10 | 18.39 | 19.13 | 27.36 | 17.94 | 40.08 | 18.64 | 20.76 | 13.98 | 18.52 | 18.45 | 16.00 | 16.06 | 17.21 | 28.70 | 23.32 | 38.55 | 42.56 | 20.90 | 19.77 | 17.66 | 15.94 | 12.26 |
| Draw Down(%) | NA | 12.09 | 26.35 | 29.15 | 41.27 | NA | NA | … | … | 12.09 | 24.51 | 12.88 | 20.60 | 29.15 | 12.42 | 40.77 | 12.00 | 25.04 | 8.26 | 12.25 | 19.06 | 11.10 | 8.48 | 9.13 | 28.16 | 18.20 | 42.02 | 44.74 | 19.66 | 17.06 | 12.43 | 10.49 | 4.79 |
| Yield(%) | 0.00 | 1.22 | 0.62 | 0.70 | 1.43 | 1.89 | 1.87 | … | … | 0.35 | 1.10 | 0.28 | 1.55 | 1.09 | 0.99 | 1.04 | 1.52 | 1.14 | 1.09 | 1.18 | 1.06 | 0.88 | 1.18 | 1.16 | 1.45 | 1.44 | 1.73 | 1.05 | 1.09 | 0.55 | 0.65 | 0.53 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYT (iShares US Transportation ETF) |
-16.68%
Feb 2006 – Feb 2009 |
-2.25%
Feb 2004 – Feb 2009 |
5.50%
Jun 2006 – Jun 2016 |
6.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYT (iShares US Transportation ETF) |
29.16%
Feb 2009 – Feb 2012 |
25.82%
Feb 2009 – Feb 2014 |
16.89%
Feb 2009 – Feb 2019 |
14.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart