Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVV (iShares ESG Screened S&P 500 ETF) | 9.90% | 27.19% | 22.57% | 13.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVV (iShares ESG Screened S&P 500 ETF) | 09/28/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 27.19 | 22.57 | 13.65 | NA | NA | NA | … | … | 9.90 | 17.53 | 25.85 | 29.78 | -21.47 | 29.21 | 12.48 |
| Sharpe Ratio | NA | 2.04 | 1.27 | 0.64 | NA | NA | NA | … | … | 1.62 | 0.76 | 1.61 | 1.98 | -0.92 | 2.22 | 3.40 |
| Standard Deviation(%) | NA | 12.66 | 15.65 | 17.58 | NA | NA | NA | … | … | 14.50 | 19.42 | 13.83 | 13.29 | 25.04 | 13.13 | 16.66 |
| Draw Down(%) | NA | 10.59 | 19.59 | 27.20 | NA | NA | NA | … | … | 10.59 | 19.59 | 9.17 | 10.10 | 27.05 | 5.53 | 7.74 |
| Yield(%) | 0.00 | 1.10 | 1.47 | 1.39 | 0.93 | 0.62 | 0.46 | … | … | 0.23 | 1.09 | 1.32 | 1.60 | 1.21 | 1.05 | 0.35 |
Data as of 06/04/2026, Common starting date is 09/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVV (iShares ESG Screened S&P 500 ETF) |
7.78%
Apr 2021 – Apr 2024 |
11.45%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVV (iShares ESG Screened S&P 500 ETF) |
25.78%
Sep 2022 – Sep 2025 |
17.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart