Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIZE (iShares MSCI USA Size Factor ETF) | 8.17% | 17.67% | 15.77% | 7.88% | 11.62% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIZE (iShares MSCI USA Size Factor ETF) | 04/18/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 17.67 | 15.77 | 7.88 | 11.62 | NA | NA | … | … | 8.17 | 10.51 | 14.37 | 17.78 | -15.85 | 25.04 | 16.25 | 28.97 | -6.57 | 18.38 | 11.65 | 1.59 | 16.07 | 16.41 |
| Sharpe Ratio | NA | 1.32 | 0.89 | 0.33 | 0.54 | NA | NA | … | … | 1.54 | 0.41 | 0.86 | 0.93 | -0.71 | 1.81 | 0.42 | 2.13 | -0.54 | 2.69 | 0.86 | 0.03 | 1.68 | 2.04 |
| Standard Deviation(%) | NA | 12.71 | 15.20 | 17.37 | 18.77 | NA | NA | … | … | 14.10 | 18.62 | 12.51 | 15.30 | 24.47 | 13.81 | 37.65 | 12.90 | 14.78 | 6.61 | 13.27 | 48.69 | 9.58 | 11.76 |
| Draw Down(%) | NA | 7.97 | 18.71 | 24.02 | 39.15 | NA | NA | … | … | 7.97 | 17.44 | 7.11 | 13.35 | 23.55 | 6.97 | 39.15 | 7.11 | 18.66 | 2.37 | 10.78 | 29.53 | 6.97 | 5.50 |
| Yield(%) | 0.00 | 1.66 | 1.89 | 1.59 | 2.56 | 2.75 | 2.06 | … | … | 0.35 | 1.64 | 1.72 | 1.65 | 1.32 | 1.50 | 1.63 | 1.72 | 2.22 | 1.47 | 1.65 | 1.95 | 2.03 | 1.62 |
Data as of 06/05/2026, Common starting date is 04/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIZE (iShares MSCI USA Size Factor ETF) |
-0.14%
Mar 2017 – Mar 2020 |
3.17%
Mar 2015 – Mar 2020 |
8.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIZE (iShares MSCI USA Size Factor ETF) |
23.31%
Dec 2018 – Dec 2021 |
17.04%
Mar 2020 – Mar 2025 |
12.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart