Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEF (iShares S&P 100 ETF) | 9.86% | 29.74% | 24.73% | 15.77% | 16.70% | 15.31% | 11.84% | … | … |
Data as of 06/04/2026, Common starting date is 10/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEF (iShares S&P 100 ETF) | 10/27/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 29.74 | 24.73 | 15.77 | 16.70 | 15.31 | 11.84 | … | … | 9.86 | 19.80 | 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 | 2.29 | 1.42 | 0.76 | 0.82 | NA | NA | … | … | 1.72 | 0.86 | 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 | 12.72 | 15.79 | 17.67 | 18.48 | NA | NA | … | … | 14.31 | 19.82 | 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 | 11.06 | 19.80 | 26.47 | 31.44 | NA | NA | … | … | 10.82 | 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 | 1.07 | 1.45 | 1.43 | 2.72 | 3.88 | 3.41 | … | … | 0.27 | 0.97 | 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 06/04/2026, Common starting date 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) |
28.48%
Sep 2022 – Sep 2025 |
21.20%
Feb 2009 – Feb 2014 |
16.80%
May 2016 – May 2026 |
15.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart