Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFV (iShares MSCI EAFE Value ETF) | 7.69% | 25.70% | 21.69% | 11.73% | 9.54% | 6.74% | 4.96% | … | … |
Data as of 06/05/2026, Common starting date is 08/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFV (iShares MSCI EAFE Value ETF) | 08/05/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.21 | 25.70 | 21.69 | 11.73 | 9.54 | 6.74 | 4.96 | … | … | 7.69 | 42.22 | 5.35 | 18.86 | -5.21 | 11.09 | -2.97 | 15.78 | -14.66 | 21.25 | 5.05 | -5.86 | -6.80 | 21.84 | 18.76 | -12.37 | 4.47 | 28.36 | -41.68 | 4.26 | 30.34 | 10.86 |
| Sharpe Ratio | NA | 1.87 | 1.34 | 0.63 | 0.45 | NA | NA | … | … | 1.36 | 2.55 | 0.14 | 1.10 | -0.31 | 0.82 | -0.09 | 1.23 | -1.11 | 2.49 | 0.23 | -0.33 | -0.53 | 1.53 | 1.04 | -0.40 | 0.18 | 0.82 | -0.89 | 0.06 | 1.85 | 2.22 |
| Standard Deviation(%) | NA | 14.22 | 14.54 | 15.96 | 17.98 | NA | NA | … | … | 17.76 | 15.91 | 12.20 | 13.92 | 21.19 | 13.55 | 34.91 | 11.65 | 14.45 | 8.31 | 20.83 | 17.70 | 12.75 | 14.24 | 18.07 | 31.16 | 24.94 | 34.52 | 47.58 | 18.77 | 14.60 | 11.87 |
| Draw Down(%) | NA | 10.90 | 13.72 | 25.84 | 43.16 | NA | NA | … | … | 10.90 | 13.72 | 9.13 | 8.82 | 25.84 | 9.39 | 38.57 | 10.67 | 23.63 | 2.53 | 14.32 | 18.33 | 15.36 | 10.55 | 18.31 | 27.20 | 22.03 | 33.88 | 54.22 | 12.13 | 14.78 | 6.52 |
| Yield(%) | 0.00 | 4.65 | 5.25 | 4.26 | 4.48 | 3.87 | 3.20 | … | … | 0.00 | 5.69 | 4.73 | 4.91 | 3.77 | 4.33 | 2.27 | 5.12 | 3.70 | 4.13 | 3.38 | 3.28 | 4.43 | 3.68 | 4.18 | 3.77 | 3.17 | 3.63 | 2.66 | 4.48 | 2.05 | 0.50 |
Data as of 06/05/2026, Common starting date is 08/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFV (iShares MSCI EAFE Value ETF) |
-17.56%
Feb 2006 – Feb 2009 |
-9.22%
May 2007 – May 2012 |
-0.48%
Dec 2006 – Dec 2016 |
-0.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFV (iShares MSCI EAFE Value ETF) |
25.84%
Sep 2022 – Sep 2025 |
18.04%
Feb 2009 – Feb 2014 |
11.02%
Feb 2016 – Feb 2026 |
7.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart