Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMWSF (iShares III plc – iShares MSCI World Small Cap UCITS ETF) | NA | 25.70% | -0.59% | NA | NA | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 04/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMWSF (iShares III plc – iShares MSCI World Small Cap UCITS ETF) | 04/29/2021 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 25.70 | -0.59 | NA | NA | NA | NA | … | … | 8.96 | 17.30 | -17.15 | -1.90 |
| Sharpe Ratio | NA | 1.31 | -0.10 | NA | NA | NA | NA | … | … | 0.35 | 0.62 | -0.17 | -0.06 |
| Standard Deviation(%) | NA | 14.52 | 22.68 | NA | NA | NA | NA | … | … | 11.55 | 18.59 | 111.80 | 52.14 |
| Draw Down(%) | NA | 4.16 | 28.98 | NA | NA | NA | NA | … | … | 4.16 | 10.84 | 23.40 | 7.27 |
| Yield(%) | 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 10/21/2024, Common starting date is 04/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMWSF (iShares III plc – iShares MSCI World Small Cap UCITS ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMWSF (iShares III plc – iShares MSCI World Small Cap UCITS ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart