Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEZ (iShares U.S. Oil Equipment & Services ETF) | 45.25% | 77.86% | 17.91% | 14.22% | -1.20% | -3.21% | -0.78% | … | … |
Data as of 06/09/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEZ (iShares U.S. Oil Equipment & Services ETF) | 05/05/2006 | 06/09/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 77.86 | 17.91 | 14.22 | -1.20 | -3.21 | -0.78 | … | … | 45.25 | 7.50 | -8.15 | 4.44 | 65.85 | 15.93 | -42.94 | 1.82 | -42.46 | -18.19 | 28.41 | -26.93 | -21.88 | 28.08 | -1.13 | -7.58 | 31.77 | 63.59 | -58.69 | 42.64 | -14.03 |
| Sharpe Ratio | NA | 2.71 | 0.50 | 0.29 | -0.05 | NA | NA | … | … | 4.25 | 0.13 | -0.44 | 0.02 | 1.35 | 0.37 | -0.52 | 0.01 | -1.44 | -0.77 | 0.78 | -0.80 | -0.94 | 1.50 | -0.05 | -0.18 | 1.00 | 1.30 | -0.88 | 1.49 | -0.73 |
| Standard Deviation(%) | NA | 29.04 | 30.42 | 36.53 | 42.12 | NA | NA | … | … | 29.94 | 36.08 | 26.76 | 32.22 | 47.99 | 43.20 | 82.35 | 34.23 | 30.58 | 24.62 | 36.04 | 33.51 | 23.20 | 18.76 | 24.78 | 41.24 | 31.72 | 48.76 | 67.53 | 26.55 | 33.02 |
| Draw Down(%) | NA | 10.34 | 40.26 | 40.26 | 88.29 | NA | NA | … | … | 8.94 | 33.16 | 22.17 | 25.07 | 36.56 | 30.96 | 75.11 | 39.22 | 51.77 | 37.51 | 20.40 | 35.22 | 39.76 | 12.00 | 28.30 | 39.98 | 28.95 | 28.21 | 71.80 | 13.60 | 26.92 |
| Yield(%) | 0.00 | 2.10 | 1.62 | 1.48 | 0.95 | 0.71 | 0.82 | … | … | 0.30 | 1.93 | 1.60 | 1.05 | 1.01 | 1.35 | 1.15 | 2.21 | 1.01 | 2.64 | 1.14 | 1.71 | 1.31 | 0.93 | 0.61 | 0.29 | 0.63 | 1.10 | 0.12 | 0.21 | 0.06 |
Data as of 06/09/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEZ (iShares U.S. Oil Equipment & Services ETF) |
-46.45%
Mar 2017 – Mar 2020 |
-32.38%
Mar 2015 – Mar 2020 |
-16.88%
Mar 2010 – Mar 2020 |
-8.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEZ (iShares U.S. Oil Equipment & Services ETF) |
50.83%
Sep 2020 – Sep 2023 |
28.47%
Mar 2020 – Mar 2025 |
1.51%
Feb 2009 – Feb 2019 |
0.97%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart