Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNIO (ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND) | NA | 7.96% | 14.67% | 10.50% | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 05/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNIO (ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND) | 05/08/2007 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 7.96 | 14.67 | 10.50 | NA | NA | NA | … | … | 11.19 | 5.31 | 18.03 | -2.68 | 15.41 | 30.54 | -50.55 | -20.16 |
| Sharpe Ratio | NA | 0.65 | 0.89 | 0.46 | NA | NA | NA | … | … | 1.19 | 0.33 | 1.18 | -0.09 | 0.57 | 0.47 | -0.71 | -1.07 |
| Standard Deviation(%) | NA | 12.29 | 16.39 | 22.63 | NA | NA | NA | … | … | 12.12 | 16.04 | 15.39 | 30.46 | 26.68 | 64.65 | 72.56 | 30.06 |
| Draw Down(%) | NA | 10.16 | 17.15 | 29.28 | NA | NA | NA | … | … | 8.70 | 17.15 | 11.91 | 29.28 | 22.01 | 47.88 | 73.18 | 22.99 |
| Yield(%) | 0.00 | 3.27 | 3.93 | 3.78 | 1.18 | 0.78 | 0.59 | … | … | 2.30 | 3.39 | 3.37 | 3.19 | 2.91 | 4.52 | 1.24 | 0.89 |
Data as of 10/14/2014, Common starting date is 05/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNIO (ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND) |
-18.15%
Jun 2007 – Jun 2010 |
-6.57%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNIO (ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND ISHARES FTSE NAREIT INDUSTRIAL/OFFICE CAPPED INDEX FUND) |
35.73%
Mar 2009 – Mar 2012 |
24.88%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart