Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDIQF (iShares II plc – iShares MSCI USA Quality Dividend UCITS ETF) | NA | 9.10% | 6.67% | 10.80% | NA | NA | NA | … | … |
Data as of 05/14/2025, Common starting date is 07/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDIQF (iShares II plc – iShares MSCI USA Quality Dividend UCITS ETF) | 07/13/2018 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.17 | 9.10 | 6.67 | 10.80 | NA | NA | NA | … | … | -4.75 | 17.68 | 12.60 | -1.84 | 11.03 | -1.46 | 11.70 | 0.60 |
| Sharpe Ratio | NA | 0.11 | 0.08 | 0.38 | NA | NA | NA | … | … | -0.39 | 1.14 | 0.58 | -0.04 | 0.69 | -0.02 | 0.29 | 0.00 |
| Standard Deviation(%) | NA | 24.69 | 20.26 | 21.68 | NA | NA | NA | … | … | 34.89 | 10.55 | 14.41 | 59.55 | 21.95 | 79.06 | 33.61 | 52.89 |
| Draw Down(%) | NA | 18.31 | 18.31 | 18.31 | NA | NA | NA | … | … | 17.60 | 4.23 | 7.53 | 10.74 | 3.55 | 32.02 | 2.88 | 3.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/14/2025, Common starting date is 07/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDIQF (iShares II plc – iShares MSCI USA Quality Dividend UCITS ETF) |
3.24%
Oct 2020 – Oct 2023 |
6.61%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDIQF (iShares II plc – iShares MSCI USA Quality Dividend UCITS ETF) |
15.98%
Dec 2020 – Dec 2023 |
9.37%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart