Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYW (iShares U.S. Technology ETF) | -2.75% | 10.79% | 22.90% | 20.59% | 19.88% | 18.55% | 14.60% | 7.82% |
Data as of 05/23/2025, AR inception is 05/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYW (iShares U.S. Technology ETF) | 05/19/2000 | 05/23/2025 |
| 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 (%) | -3.07 | 10.79 | 22.90 | 20.59 | 19.88 | 18.55 | 14.60 | 7.82 | -2.75 | 30.25 | 65.75 | -34.83 | 35.44 | 47.45 | 46.64 | -0.92 | 36.61 | 13.72 | 3.69 | 19.46 | 26.56 | 11.68 | -0.13 | 12.41 | 63.80 | -43.15 | 14.96 | 9.95 | 2.77 | 1.34 | 49.26 | -38.91 | -28.65 | -32.06 |
| Sharpe Ratio | NA | 0.32 | 0.71 | 0.73 | 0.74 | NA | NA | 0.24 | -0.05 | 1.09 | 3.10 | -1.02 | 1.74 | 1.19 | 2.47 | -0.09 | 3.12 | 0.80 | 0.20 | 1.38 | 2.05 | 0.71 | -0.01 | 0.62 | 2.39 | -1.13 | 0.67 | 0.42 | 0.05 | 0.02 | 1.77 | -0.89 | -0.57 | -1.02 |
| Standard Deviation(%) | NA | 29.98 | 27.23 | 26.66 | 25.11 | NA | NA | 27.36 | 39.42 | 21.78 | 20.03 | 35.72 | 20.40 | 39.62 | 18.32 | 24.10 | 11.59 | 16.96 | 18.56 | 14.06 | 12.96 | 16.57 | 24.20 | 20.02 | 26.63 | 39.05 | 18.07 | 15.95 | 12.98 | 19.55 | 27.46 | 44.85 | 54.99 | 49.93 |
| Draw Down(%) | NA | 26.51 | 26.51 | 39.44 | 39.44 | NA | NA | 81.90 | 26.51 | 16.11 | 10.80 | 38.56 | 11.44 | 30.47 | 12.91 | 23.96 | 5.74 | 12.58 | 14.86 | 8.95 | 5.96 | 14.37 | 19.54 | 16.56 | 18.73 | 51.59 | 11.33 | 18.00 | 13.30 | 25.25 | 16.10 | 57.15 | 58.02 | 48.74 |
| Yield(%) | 0.00 | 0.18 | 0.52 | 0.21 | 0.93 | 1.70 | 1.58 | 0.56 | 0.00 | 0.28 | 0.88 | 0.33 | 0.43 | 0.70 | 1.04 | 0.89 | 1.10 | 1.29 | 1.15 | 1.35 | 1.29 | 1.03 | 0.60 | 0.47 | 0.71 | 0.38 | 0.23 | 0.40 | 0.15 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/23/2025, AR inception is 05/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYW (iShares U.S. Technology ETF) |
-32.86%
Jun 2000 - Jun 2003 |
-18.53%
Aug 2000 - Aug 2005 |
-8.98%
Aug 2000 - Aug 2010 |
-1.49%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYW (iShares U.S. Technology ETF) |
43.07%
Dec 2018 - Dec 2021 |
31.71%
Dec 2016 - Dec 2021 |
22.95%
Dec 2011 - Dec 2021 |
21.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart