Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEFA (iShares Adaptive Currency Hedged MSCI EAFE ETF) | NA | 25.59% | 8.77% | 10.32% | NA | NA | NA | … | … |
Data as of 08/30/2021, Common starting date is 01/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEFA (iShares Adaptive Currency Hedged MSCI EAFE ETF) | 01/08/2016 | 08/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.59 | 8.77 | 10.32 | NA | NA | NA | … | … | 12.51 | 5.49 | 22.79 | -10.94 | 21.38 | 9.40 |
| Sharpe Ratio | NA | 1.82 | 0.40 | 0.58 | NA | NA | NA | … | … | 1.64 | 0.18 | 1.93 | -0.90 | 2.77 | 0.53 |
| Standard Deviation(%) | NA | 13.71 | 19.94 | 16.59 | NA | NA | NA | … | … | 11.94 | 29.72 | 11.09 | 13.70 | 7.52 | 17.61 |
| Draw Down(%) | NA | 7.00 | 31.86 | 31.86 | NA | NA | NA | … | … | 4.78 | 31.86 | 7.88 | 17.32 | 2.37 | 10.35 |
| Yield(%) | 0.00 | 2.70 | 3.30 | 3.67 | 2.10 | 1.40 | 1.05 | … | … | 1.49 | 2.17 | 3.77 | 4.78 | 2.95 | 3.17 |
Data as of 08/30/2021, Common starting date is 01/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFA (iShares Adaptive Currency Hedged MSCI EAFE ETF) |
-1.12%
Mar 2017 – Mar 2020 |
9.23%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFA (iShares Adaptive Currency Hedged MSCI EAFE ETF) |
11.73%
Jun 2016 – Jun 2019 |
11.58%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart