Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TILT (FlexShares Morningstar US Market Factor Tilt Index Fund) | 11.33% | 29.36% | 21.21% | 11.72% | 13.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TILT (FlexShares Morningstar US Market Factor Tilt Index Fund) | 09/22/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 29.36 | 21.21 | 11.72 | 13.95 | NA | NA | … | … | 11.33 | 16.59 | 19.87 | 24.70 | -17.24 | 27.61 | 16.08 | 29.00 | -8.91 | 18.33 | 16.80 | -2.54 | 10.52 | 35.77 | 15.92 | 13.74 |
| Sharpe Ratio | NA | 2.22 | 1.21 | 0.53 | 0.66 | NA | NA | … | … | 1.95 | 0.73 | 1.23 | 1.47 | -0.77 | 1.96 | 0.43 | 2.09 | -0.62 | 2.19 | 1.15 | -0.17 | 0.87 | 3.08 | 1.10 | 2.10 |
| Standard Deviation(%) | NA | 12.29 | 15.32 | 17.37 | 18.81 | NA | NA | … | … | 13.41 | 18.97 | 13.21 | 14.44 | 24.31 | 14.04 | 36.36 | 13.15 | 16.62 | 8.11 | 14.41 | 14.96 | 12.13 | 11.60 | 14.53 | 28.65 |
| Draw Down(%) | NA | 8.51 | 19.85 | 24.12 | 38.44 | NA | NA | … | … | 8.51 | 19.61 | 8.31 | 11.96 | 24.12 | 6.05 | 38.44 | 7.75 | 21.48 | 3.83 | 11.96 | 12.89 | 8.38 | 5.40 | 11.02 | 9.51 |
| Yield(%) | 0.00 | 1.36 | 1.71 | 1.51 | 2.55 | 3.91 | 2.93 | … | … | 0.21 | 1.33 | 1.46 | 1.77 | 1.30 | 1.49 | 1.69 | 1.95 | 1.75 | 1.79 | 1.87 | 1.91 | 1.47 | 1.29 | 1.25 | 0.26 |
Data as of 06/04/2026, Common starting date is 09/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TILT (FlexShares Morningstar US Market Factor Tilt Index Fund) |
-0.66%
Mar 2017 – Mar 2020 |
2.90%
Mar 2015 – Mar 2020 |
9.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TILT (FlexShares Morningstar US Market Factor Tilt Index Fund) |
24.09%
Dec 2018 – Dec 2021 |
18.85%
Mar 2020 – Mar 2025 |
15.09%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart