Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) | 6.82% | 19.22% | 16.22% | 7.60% | 8.96% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) | 10/22/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 19.22 | 16.22 | 7.60 | 8.96 | NA | NA | … | … | 6.82 | 32.79 | 3.26 | 17.95 | -15.24 | 11.63 | 8.17 | 22.63 | -14.13 | 26.59 | 1.58 | 0.73 | -6.33 | 22.42 | 5.29 |
| Sharpe Ratio | NA | 1.09 | 0.86 | 0.31 | 0.42 | NA | NA | … | … | 0.73 | 1.85 | -0.03 | 1.06 | -0.75 | 0.89 | 0.25 | 1.89 | -1.09 | 3.43 | 0.07 | 0.04 | -0.52 | 1.69 | 2.77 |
| Standard Deviation(%) | NA | 15.19 | 15.15 | 16.52 | 17.41 | NA | NA | … | … | 19.27 | 16.46 | 12.85 | 13.58 | 22.45 | 13.03 | 31.62 | 11.22 | 14.29 | 7.60 | 18.46 | 16.44 | 12.15 | 13.27 | 11.77 |
| Draw Down(%) | NA | 11.50 | 13.76 | 30.41 | 34.79 | NA | NA | … | … | 11.50 | 13.76 | 9.87 | 11.90 | 29.24 | 7.33 | 34.50 | 7.98 | 22.72 | 2.14 | 12.52 | 15.78 | 14.06 | 10.06 | 4.50 |
| Yield(%) | 0.00 | 3.82 | 3.89 | 3.08 | 3.75 | 3.47 | 2.60 | … | … | 0.00 | 4.53 | 3.51 | 3.62 | 2.22 | 3.56 | 1.99 | 3.79 | 2.86 | 3.14 | 2.97 | 2.59 | 2.88 | 2.55 | 0.35 |
Data as of 06/05/2026, Common starting date is 10/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) |
-1.98%
Sep 2019 – Sep 2022 |
-0.94%
Sep 2017 – Sep 2022 |
3.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFA (iShares Core MSCI EAFE ETF) |
21.92%
Sep 2022 – Sep 2025 |
12.00%
Oct 2020 – Oct 2025 |
10.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart