Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EUSA (iShares MSCI USA Equal Weighted ETF) | 7.56% | 15.44% | 14.82% | 7.34% | 11.39% | 11.55% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EUSA (iShares MSCI USA Equal Weighted ETF) | 05/07/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 15.44 | 14.82 | 7.34 | 11.39 | 11.55 | NA | … | … | 7.56 | 10.24 | 14.64 | 17.74 | -17.14 | 25.59 | 15.01 | 30.55 | -8.55 | 18.49 | 14.04 | -2.76 | 14.11 | 32.00 | 15.18 | 2.25 | 15.55 |
| Sharpe Ratio | NA | 1.25 | 0.87 | 0.30 | 0.53 | NA | NA | … | … | 1.37 | 0.43 | 0.90 | 0.95 | -0.76 | 1.90 | 0.40 | 2.23 | -0.65 | 2.46 | 0.95 | -0.19 | 1.25 | 3.17 | 1.20 | 0.10 | 1.41 |
| Standard Deviation(%) | NA | 11.92 | 14.32 | 16.96 | 18.43 | NA | NA | … | … | 13.09 | 17.19 | 12.18 | 14.97 | 24.66 | 13.45 | 36.36 | 13.03 | 15.32 | 7.27 | 14.61 | 15.02 | 11.23 | 10.07 | 12.67 | 22.07 | 17.40 |
| Draw Down(%) | NA | 7.82 | 18.20 | 25.25 | 39.16 | NA | NA | … | … | 7.82 | 16.88 | 6.95 | 13.46 | 24.61 | 7.18 | 39.16 | 7.26 | 20.75 | 3.38 | 12.99 | 12.49 | 8.08 | 5.60 | 10.00 | 18.23 | 10.27 |
| Yield(%) | 0.00 | 1.75 | 1.81 | 1.64 | 2.55 | 3.56 | 3.24 | … | … | 0.34 | 1.77 | 1.67 | 1.78 | 1.41 | 1.55 | 1.63 | 1.91 | 1.79 | 1.23 | 1.82 | 2.12 | 2.15 | 2.48 | 2.32 | 1.11 | 1.69 |
Data as of 06/10/2026, Common starting date is 05/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUSA (iShares MSCI USA Equal Weighted ETF) |
-0.57%
Mar 2017 – Mar 2020 |
2.68%
Mar 2015 – Mar 2020 |
8.43%
Oct 2013 – Oct 2023 |
10.82%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUSA (iShares MSCI USA Equal Weighted ETF) |
23.54%
Dec 2018 – Dec 2021 |
16.93%
Jun 2010 – Jun 2015 |
15.12%
Sep 2011 – Sep 2021 |
12.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart