Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXI (iShares Global Materials ETF) | 16.99% | 32.27% | 14.63% | 6.31% | 11.21% | 5.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXI (iShares Global Materials 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 (%) | 0.14 | 32.27 | 14.63 | 6.31 | 11.21 | 5.74 | NA | … | … | 16.99 | 24.38 | -8.25 | 14.38 | -9.10 | 15.07 | 22.31 | 22.19 | -16.04 | 30.35 | 23.54 | -16.91 | -8.37 | 2.23 | 11.62 | -20.32 | 19.92 | 60.44 | -48.52 | 37.65 | 16.13 |
| Sharpe Ratio | NA | 1.63 | 0.66 | 0.21 | 0.48 | NA | NA | … | … | 1.76 | 1.33 | -1.00 | 0.59 | -0.41 | 0.88 | 0.62 | 1.42 | -0.94 | 2.89 | 1.16 | -0.88 | -0.63 | 0.14 | 0.56 | -0.61 | 0.72 | 1.58 | -0.86 | 1.28 | 5.90 |
| Standard Deviation(%) | NA | 19.48 | 18.21 | 19.66 | 20.49 | NA | NA | … | … | 25.12 | 18.70 | 14.78 | 17.40 | 25.72 | 17.01 | 35.71 | 14.63 | 18.59 | 10.35 | 20.03 | 19.23 | 13.24 | 16.18 | 20.81 | 33.23 | 27.70 | 38.28 | 57.02 | 27.30 | 11.74 |
| Draw Down(%) | NA | 16.18 | 22.26 | 28.77 | 39.50 | NA | NA | … | … | 16.18 | 15.71 | 15.78 | 14.01 | 28.77 | 11.51 | 36.91 | 10.41 | 25.01 | 4.28 | 13.33 | 27.80 | 18.22 | 16.61 | 19.57 | 32.84 | 21.45 | 27.36 | 68.44 | 17.47 | 2.04 |
| Yield(%) | 0.00 | 1.04 | 2.47 | 2.68 | 3.93 | 2.49 | 3.08 | … | … | 0.00 | 1.16 | 2.91 | 3.24 | 4.23 | 3.85 | 1.46 | 4.29 | 2.23 | 2.23 | 1.63 | 2.94 | 2.11 | 2.08 | 2.19 | 1.72 | 1.88 | 1.14 | 1.35 | 0.86 | 0.33 |
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 |
|---|---|---|---|---|
| MXI (iShares Global Materials ETF) |
-11.39%
Jan 2013 – Jan 2016 |
-8.44%
Jan 2011 – Jan 2016 |
-0.16%
May 2008 – May 2018 |
1.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXI (iShares Global Materials ETF) |
27.56%
Feb 2009 – Feb 2012 |
17.10%
Jan 2016 – Jan 2021 |
13.36%
Feb 2016 – Feb 2026 |
9.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart