Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KLD (iShares MSCI USA ESG Select ETF) NA 14.07% 15.51% 12.42% 10.27% NA NA … …
Data as of 09/13/2018, Common starting date is 01/31/2005
More Performance Analytics Comparison
Name Start Date End Date
KLD (iShares MSCI USA ESG Select ETF) 01/31/2005 09/13/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.87 14.07 15.51 12.42 10.27 NA NA … … -9.48 19.36 12.15 -1.79 13.65 31.16 9.72 1.70 13.87 30.37 -35.83 4.31 12.84 6.87
Sharpe Ratio NA -0.20 0.40 0.49 0.37 NA NA … … -0.25 2.82 0.90 -0.12 1.27 2.87 0.78 0.07 0.77 1.17 -1.04 0.09 0.97 0.56
Standard Deviation(%) NA 36.14 18.60 16.01 20.30 NA NA … … 51.05 7.45 13.16 15.00 10.76 10.84 12.54 22.58 17.79 25.77 35.25 15.00 9.89 9.48
Draw Down(%) NA 23.63 23.63 23.63 45.18 NA NA … … 23.63 2.20 9.64 12.33 6.92 5.88 11.53 18.54 15.43 25.74 45.91 10.44 6.72 6.16
Yield(%) 0.00 0.44 1.32 1.51 1.86 1.64 1.23 … … 0.00 1.19 1.75 1.38 1.37 1.63 1.89 1.43 1.63 2.04 1.48 1.33 1.65 1.21
Data as of 09/13/2018, Common starting date is 01/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLD (iShares MSCI USA ESG Select ETF) -15.02%
Feb 2006 – Feb 2009 		-0.94%
Aug 2005 – Aug 2010 		5.42%
Jan 2006 – Jan 2016 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLD (iShares MSCI USA ESG Select ETF) 25.61%
Feb 2009 – Feb 2012 		21.65%
Feb 2009 – Feb 2014 		9.10%
Jun 2008 – Jun 2018 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return