Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHWF (iShares II Public Limited Company – iShares MSCI World Quality Dividend UCITS ETF) | NA | 14.40% | 6.58% | NA | NA | NA | NA | … | … |
Data as of 08/02/2024, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHWF (iShares II Public Limited Company – iShares MSCI World Quality Dividend UCITS ETF) | 09/21/2020 | 08/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.74 | 14.40 | 6.58 | NA | NA | NA | NA | … | … | 7.81 | 17.15 | -5.76 | 14.04 | 12.51 |
| Sharpe Ratio | NA | 0.84 | 0.27 | NA | NA | NA | NA | … | … | 0.84 | 1.04 | -0.35 | 1.58 | 4.28 |
| Standard Deviation(%) | NA | 12.56 | 15.49 | NA | NA | NA | NA | … | … | 11.71 | 13.05 | 20.70 | 8.86 | 12.11 |
| Draw Down(%) | NA | 7.14 | 20.99 | NA | NA | NA | NA | … | … | 4.58 | 9.45 | 20.99 | 4.84 | 0.17 |
| Yield(%) | 0.00 | 2.89 | 2.79 | 2.70 | 1.35 | 0.90 | 0.67 | … | … | 1.34 | 3.13 | 2.69 | 3.09 | 1.52 |
Data as of 08/02/2024, Common starting date is 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHWF (iShares II Public Limited Company – iShares MSCI World Quality Dividend UCITS ETF) |
5.78%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| ISHWF (iShares II Public Limited Company – iShares MSCI World Quality Dividend UCITS ETF) |
8.09%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart