Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYY (iShares Dow Jones U.S. ETF) | -3.78% | 9.37% | 13.63% | 15.21% | 11.73% | 12.81% | 10.09% | 7.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYY (iShares Dow Jones U.S. ETF) | 06/16/2000 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/16/2000.
AR inception is since 06/16/2000.
| 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 (%) | -0.34 | 9.37 | 13.63 | 15.21 | 11.73 | 12.81 | 10.09 | 7.80 | -3.78 | 24.15 | 26.48 | -19.57 | 26.37 | 20.09 | 30.94 | -5.14 | 21.34 | 12.00 | 0.39 | 12.89 | 32.65 | 16.11 | 1.15 | 16.50 | 28.23 | -37.06 | 5.77 | 15.30 | 6.00 | 11.89 | 30.80 | -22.39 | -12.01 | -9.05 |
| Sharpe Ratio | NA | 0.16 | 0.51 | 0.70 | 0.54 | NA | NA | 0.32 | -0.49 | 1.37 | 1.68 | -0.85 | 1.98 | 0.57 | 2.38 | -0.38 | 3.07 | 0.88 | 0.02 | 1.13 | 2.92 | 1.26 | 0.05 | 0.90 | 1.04 | -0.98 | 0.18 | 1.15 | 0.37 | 0.97 | 1.88 | -0.91 | -0.63 | -0.97 |
| Standard Deviation(%) | NA | 19.38 | 18.27 | 18.06 | 18.52 | NA | NA | 19.35 | 27.22 | 12.85 | 13.39 | 24.64 | 13.30 | 34.72 | 12.39 | 16.88 | 6.78 | 13.33 | 15.12 | 11.41 | 11.16 | 12.86 | 23.93 | 18.26 | 27.08 | 38.51 | 15.80 | 10.54 | 10.28 | 11.33 | 16.01 | 25.91 | 22.94 | 21.00 |
| Draw Down(%) | NA | 19.27 | 19.27 | 25.46 | 34.90 | NA | NA | 55.17 | 19.27 | 8.54 | 10.47 | 25.41 | 5.24 | 34.90 | 6.77 | 19.86 | 2.64 | 10.95 | 11.85 | 7.49 | 5.76 | 10.01 | 19.96 | 16.03 | 26.84 | 48.18 | 10.05 | 8.18 | 6.76 | 8.45 | 13.10 | 33.23 | 29.61 | 18.00 |
| Yield(%) | 0.00 | 0.93 | 1.40 | 1.00 | 1.77 | 2.98 | 2.76 | 2.12 | 0.00 | 1.30 | 1.61 | 1.17 | 1.32 | 1.33 | 2.31 | 1.83 | 1.92 | 2.03 | 1.94 | 1.86 | 2.07 | 2.24 | 1.80 | 1.82 | 2.17 | 1.65 | 1.64 | 1.64 | 1.64 | 1.76 | 1.98 | 1.12 | 0.97 | 0.37 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYY (iShares Dow Jones U.S. ETF) |
-15.11%
Feb 2006 - Feb 2009 |
-6.26%
Feb 2004 - Feb 2009 |
-1.48%
Aug 2000 - Aug 2010 |
3.98%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYY (iShares Dow Jones U.S. ETF) |
26.11%
Feb 2009 - Feb 2012 |
23.44%
Feb 2009 - Feb 2014 |
16.56%
Feb 2009 - Feb 2019 |
15.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart