Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYZ (iShares U.S. Telecommunications ETF) | 12.03% | 39.51% | 7.81% | 4.12% | 2.57% | 5.77% | 3.93% | 0.04% |
Data as of 07/01/2025, AR inception is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYZ (iShares U.S. Telecommunications ETF) | 05/26/2000 | 07/01/2025 |
| 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 (%) | 2.38 | 39.51 | 7.81 | 4.12 | 2.57 | 5.77 | 3.93 | 0.04 | 12.03 | 20.53 | 3.90 | -30.29 | 11.69 | 4.13 | 16.14 | -8.59 | -11.86 | 22.76 | 0.21 | 0.68 | 26.18 | 18.65 | -7.42 | 20.67 | 26.25 | -42.03 | 1.47 | 32.57 | -2.58 | 18.28 | 13.77 | -38.59 | -18.24 | -29.36 |
| Sharpe Ratio | NA | 1.98 | 0.19 | 0.12 | 0.04 | NA | NA | -0.06 | 0.94 | 1.16 | 0.01 | -1.31 | 0.87 | 0.13 | 1.06 | -0.57 | -0.72 | 1.17 | 0.01 | 0.05 | 1.89 | 1.37 | -0.33 | 1.18 | 0.92 | -0.93 | -0.09 | 2.44 | -0.48 | 1.23 | 0.51 | -1.00 | -0.73 | -1.64 |
| Standard Deviation(%) | NA | 18.08 | 18.78 | 18.05 | 19.45 | NA | NA | 22.41 | 20.77 | 14.58 | 18.07 | 24.38 | 13.47 | 29.65 | 13.82 | 17.53 | 17.36 | 19.29 | 17.72 | 14.56 | 13.84 | 13.68 | 22.82 | 17.47 | 28.35 | 45.92 | 18.45 | 12.00 | 10.03 | 14.09 | 25.44 | 39.58 | 28.97 | 29.70 |
| Draw Down(%) | NA | 13.60 | 24.19 | 39.74 | 39.74 | NA | NA | 77.12 | 13.60 | 13.85 | 19.39 | 37.50 | 12.20 | 26.41 | 10.38 | 17.39 | 22.72 | 14.70 | 15.31 | 10.69 | 9.35 | 11.90 | 22.65 | 13.20 | 22.97 | 54.74 | 20.47 | 6.28 | 9.25 | 8.80 | 28.11 | 56.09 | 36.59 | 41.20 |
| Yield(%) | 0.00 | 2.44 | 2.09 | 2.29 | 2.31 | 3.66 | 2.94 | 1.18 | 1.08 | 2.28 | 2.29 | 1.73 | 2.74 | 2.63 | 2.65 | 1.91 | 2.89 | 2.78 | 1.94 | 2.24 | 3.14 | 2.99 | 2.74 | 3.42 | 4.13 | 2.60 | 2.05 | 2.59 | 3.37 | 2.61 | 2.88 | 1.01 | 0.57 | 1.45 |
Data as of 07/01/2025, AR inception is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYZ (iShares U.S. Telecommunications ETF) |
-28.78%
Jun 2000 - Jun 2003 |
-15.46%
Jun 2000 - Jun 2005 |
-8.68%
Jun 2000 - Jun 2010 |
-2.12%
Jun 2000 - Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYZ (iShares U.S. Telecommunications ETF) |
21.95%
Sep 2002 - Sep 2005 |
22.32%
Sep 2002 - Sep 2007 |
9.99%
Feb 2009 - Feb 2019 |
8.26%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart