Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KXI (iShares Global Consumer Staples ETF) | 3.05% | 1.47% | 5.90% | 3.71% | 5.85% | 8.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KXI (iShares Global Consumer Staples ETF) | 09/21/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 1.47 | 5.90 | 3.71 | 5.85 | 8.31 | NA | … | … | 3.05 | 7.81 | 4.20 | 2.41 | -6.01 | 13.72 | 7.69 | 23.40 | -10.71 | 18.90 | 3.58 | 8.57 | 8.94 | 22.22 | 16.95 | 11.69 | 15.94 | 24.78 | -20.81 | 19.53 | 5.94 |
| Sharpe Ratio | NA | 0.07 | 0.24 | 0.14 | 0.33 | NA | NA | … | … | 0.62 | 0.39 | 0.06 | -0.12 | -0.45 | 1.38 | 0.28 | 2.29 | -0.99 | 2.70 | 0.27 | 0.62 | 0.94 | 2.05 | 1.60 | 0.61 | 1.07 | 1.28 | -0.71 | 1.09 | 2.97 |
| Standard Deviation(%) | NA | 11.76 | 11.59 | 12.45 | 13.79 | NA | NA | … | … | 14.21 | 12.98 | 9.67 | 10.52 | 16.65 | 9.95 | 26.40 | 9.59 | 12.28 | 6.79 | 12.60 | 13.80 | 9.52 | 10.81 | 10.65 | 19.01 | 14.76 | 19.22 | 30.47 | 15.14 | 6.70 |
| Draw Down(%) | NA | 10.24 | 11.92 | 17.44 | 24.59 | NA | NA | … | … | 10.24 | 6.70 | 7.85 | 13.72 | 17.44 | 6.64 | 24.59 | 4.38 | 15.98 | 3.58 | 11.36 | 10.02 | 7.54 | 8.14 | 6.83 | 15.51 | 11.19 | 22.01 | 30.19 | 7.01 | 1.48 |
| Yield(%) | 0.00 | 2.21 | 2.62 | 2.37 | 3.07 | 4.91 | 5.75 | … | … | 0.00 | 2.47 | 2.55 | 2.97 | 1.82 | 2.52 | 2.47 | 2.62 | 2.59 | 3.74 | 4.71 | 4.60 | 4.96 | 4.65 | 5.98 | 4.97 | 5.05 | 5.16 | 3.79 | 1.37 | 1.09 |
Data as of 06/04/2026, Common starting date is 09/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KXI (iShares Global Consumer Staples ETF) |
0.10%
Dec 2021 – Dec 2024 |
3.50%
Sep 2017 – Sep 2022 |
5.98%
Jul 2015 – Jul 2025 |
7.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KXI (iShares Global Consumer Staples ETF) |
25.36%
Feb 2009 – Feb 2012 |
21.90%
Feb 2009 – Feb 2014 |
14.45%
Mar 2009 – Mar 2019 |
11.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart