Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAOK (iShares ESG Aware Conservative Allocation ETF) | 3.19% | 11.18% | 8.55% | 3.01% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAOK (iShares ESG Aware Conservative Allocation ETF) | 06/19/2020 | 06/09/2026 |
| 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 (%) | -1.23 | 11.18 | 8.55 | 3.01 | NA | NA | NA | … | … | 3.19 | 11.47 | 5.82 | 10.14 | -14.95 | 4.34 | 8.16 |
| Sharpe Ratio | NA | 1.45 | 0.81 | 0.06 | NA | NA | NA | … | … | 0.57 | 1.40 | 0.38 | 0.94 | -1.65 | 0.92 | 2.85 |
| Standard Deviation(%) | NA | 5.61 | 6.37 | 7.05 | NA | NA | NA | … | … | 6.93 | 6.16 | 5.80 | 6.95 | 9.95 | 4.67 | 5.50 |
| Draw Down(%) | NA | 4.46 | 7.11 | 19.93 | NA | NA | NA | … | … | 4.46 | 5.17 | 3.32 | 7.11 | 19.28 | 2.84 | 3.23 |
| Yield(%) | 0.23 | 3.44 | 3.41 | 2.50 | 1.51 | 1.01 | 0.76 | … | … | 1.16 | 3.44 | 3.25 | 2.99 | 1.89 | 1.23 | 1.07 |
Data as of 06/09/2026, Common starting date is 06/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAOK (iShares ESG Aware Conservative Allocation ETF) |
-1.99%
Oct 2020 – Oct 2023 |
2.84%
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 |
|---|---|---|---|---|
| EAOK (iShares ESG Aware Conservative Allocation ETF) |
10.06%
Oct 2022 – Oct 2025 |
4.03%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart