Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRGF (iShares U.S. Equity Factor ETF) | 10.87% | 25.37% | 23.05% | 13.91% | 14.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRGF (iShares U.S. Equity Factor ETF) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 25.37 | 23.05 | 13.91 | 14.03 | NA | NA | … | … | 10.87 | 16.48 | 26.59 | 25.84 | -14.75 | 25.01 | 11.10 | 26.12 | -9.63 | 21.13 | 12.52 | -2.65 |
| Sharpe Ratio | NA | 1.98 | 1.35 | 0.68 | 0.68 | NA | NA | … | … | 1.83 | 0.72 | 1.75 | 1.65 | -0.68 | 1.80 | 0.31 | 1.87 | -0.68 | 2.65 | 0.90 | -0.24 |
| Standard Deviation(%) | NA | 12.05 | 15.09 | 17.01 | 18.36 | NA | NA | … | … | 13.67 | 18.84 | 13.16 | 13.54 | 23.82 | 13.86 | 35.29 | 13.15 | 16.25 | 7.77 | 13.67 | 16.82 |
| Draw Down(%) | NA | 8.92 | 19.44 | 21.61 | 36.03 | NA | NA | … | … | 8.67 | 19.44 | 8.59 | 9.57 | 21.61 | 6.40 | 36.03 | 7.74 | 21.40 | 2.98 | 11.23 | 11.73 |
| Yield(%) | 0.00 | 1.31 | 1.76 | 1.64 | 2.66 | 1.80 | 1.35 | … | … | 0.25 | 1.33 | 1.54 | 1.86 | 1.49 | 1.32 | 1.47 | 2.19 | 2.85 | 1.99 | 1.36 | 0.81 |
Data as of 06/04/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRGF (iShares U.S. Equity Factor ETF) |
0.47%
Mar 2017 – Mar 2020 |
5.89%
Sep 2017 – Sep 2022 |
11.79%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRGF (iShares U.S. Equity Factor ETF) |
25.78%
Sep 2022 – Sep 2025 |
18.65%
Mar 2020 – Mar 2025 |
14.05%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart