Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEFA (iShares Currency Hedged MSCI EAFE ETF) | 7.98% | 22.33% | 17.41% | 13.02% | 12.34% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEFA (iShares Currency Hedged MSCI EAFE ETF) | 02/14/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | 22.33 | 17.41 | 13.02 | 12.34 | NA | NA | … | … | 7.98 | 25.12 | 13.71 | 20.33 | -4.86 | 19.59 | 2.11 | 24.78 | -9.31 | 16.65 | 6.39 | 4.34 | 6.15 |
| Sharpe Ratio | NA | 1.70 | 1.11 | 0.78 | 0.66 | NA | NA | … | … | 1.25 | 1.42 | 0.90 | 1.52 | -0.37 | 1.75 | 0.06 | 2.03 | -0.77 | 1.88 | 0.34 | 0.23 | 0.43 |
| Standard Deviation(%) | NA | 12.77 | 13.30 | 13.78 | 15.95 | NA | NA | … | … | 15.44 | 15.83 | 11.16 | 11.06 | 16.84 | 11.20 | 31.55 | 11.46 | 13.93 | 8.55 | 18.12 | 18.45 | 16.24 |
| Draw Down(%) | NA | 9.52 | 14.28 | 14.79 | 32.39 | NA | NA | … | … | 9.52 | 14.28 | 9.79 | 6.78 | 14.79 | 5.59 | 32.39 | 6.87 | 15.45 | 2.93 | 15.08 | 16.04 | 9.48 |
| Yield(%) | 0.00 | 4.76 | 4.17 | 6.77 | 7.04 | 5.03 | 3.77 | … | … | 0.00 | 5.22 | 3.41 | 3.46 | 19.00 | 3.54 | 2.07 | 6.32 | 3.97 | 2.86 | 3.31 | 3.55 | 3.48 |
Data as of 06/10/2026, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFA (iShares Currency Hedged MSCI EAFE ETF) |
-0.20%
Mar 2017 – Mar 2020 |
0.97%
Mar 2015 – Mar 2020 |
8.07%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFA (iShares Currency Hedged MSCI EAFE ETF) |
20.28%
Sep 2022 – Sep 2025 |
16.66%
Oct 2020 – Oct 2025 |
12.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart