Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
OEF (iShares S&P 100 ETF) | 6.13% | 13.35% | 21.09% | 17.43% | 14.64% | 15.13% | 10.91% | 8.16% |
Data as of 07/07/2025, AR inception is 10/27/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
OEF (iShares S&P 100 ETF) | 10/27/2000 | 07/07/2025 |
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 (%) | 0.30 | 13.35 | 21.09 | 17.43 | 14.64 | 15.13 | 10.91 | 8.16 | 6.13 | 30.74 | 32.72 | -21.03 | 29.17 | 21.20 | 31.87 | -4.15 | 21.82 | 11.29 | 2.40 | 12.56 | 30.07 | 15.92 | 2.78 | 12.46 | 22.12 | -35.48 | 5.88 | 18.38 | 0.54 | 6.42 | 26.07 | -23.26 | -13.75 | -5.00 |
Sharpe Ratio | NA | 0.57 | 1.06 | 0.87 | 0.71 | NA | NA | 0.35 | 0.45 | 1.98 | 2.16 | -0.90 | 2.20 | 0.61 | 2.35 | -0.31 | 3.25 | 0.88 | 0.15 | 1.14 | 2.82 | 1.28 | 0.13 | 0.72 | 0.89 | -0.92 | 0.18 | 1.62 | -0.18 | 0.50 | 1.47 | -0.87 | -0.70 | -1.21 |
Standard Deviation(%) | NA | 21.10 | 18.07 | 18.22 | 18.80 | NA | NA | 19.38 | 25.54 | 13.70 | 13.60 | 24.98 | 13.25 | 34.25 | 12.94 | 17.84 | 6.53 | 12.66 | 15.83 | 11.03 | 10.65 | 12.51 | 21.85 | 17.24 | 24.83 | 39.69 | 15.50 | 9.26 | 9.77 | 10.77 | 17.23 | 28.19 | 23.50 | 25.20 |
Draw Down(%) | NA | 19.80 | 19.80 | 26.47 | 31.44 | NA | NA | 54.11 | 19.80 | 9.73 | 9.24 | 26.47 | 5.41 | 31.44 | 7.51 | 19.59 | 2.71 | 9.70 | 13.13 | 7.49 | 5.25 | 9.14 | 16.93 | 16.02 | 26.82 | 45.46 | 9.74 | 6.90 | 6.86 | 8.46 | 13.96 | 33.57 | 31.03 | 12.77 |
Yield(%) | 0.00 | 1.03 | 1.55 | 1.80 | 2.66 | 4.40 | 3.37 | 2.38 | 0.42 | 1.34 | 1.56 | 1.19 | 1.37 | 1.68 | 2.41 | 1.94 | 2.14 | 2.28 | 2.11 | 2.06 | 2.43 | 2.42 | 2.08 | 2.10 | 2.52 | 2.17 | 1.98 | 1.82 | 1.36 | 2.26 | 1.79 | 1.18 | 0.88 | 0.00 |
Data as of 07/07/2025, AR inception is 10/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OEF (iShares S&P 100 ETF) |
-13.73%
Feb 2006 - Feb 2009 |
-7.40%
Feb 2004 - Feb 2009 |
-0.77%
Nov 2000 - Nov 2010 |
3.28%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OEF (iShares S&P 100 ETF) |
27.33%
Dec 2018 - Dec 2021 |
21.20%
Feb 2009 - Feb 2014 |
16.67%
Sep 2011 - Sep 2021 |
15.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart