Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISP6.L (ISHARES III PLC ISHARES S&P SMA) | NA | 18.10% | 19.30% | NA | NA | NA | NA | … | … |
Data as of 05/14/2015, Common starting date is 05/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISP6.L (ISHARES III PLC ISHARES S&P SMA) | 05/31/2011 | 05/14/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | 18.10 | 19.30 | NA | NA | NA | NA | … | … | 0.98 | 11.81 | 40.92 | 7.96 | -1.14 |
| Sharpe Ratio | NA | 0.01 | 0.02 | NA | NA | NA | NA | … | … | 0.00 | 0.01 | 2.72 | 0.52 | -0.07 |
| Standard Deviation(%) | NA | 1,966.65 | 1,128.71 | NA | NA | NA | NA | … | … | 2,191.67 | 1,458.38 | 15.04 | 15.34 | 28.37 |
| Draw Down(%) | NA | 99.09 | 99.09 | NA | NA | NA | NA | … | … | 99.09 | 99.06 | 8.01 | 9.02 | 24.74 |
| Yield(%) | 0.00 | 0.71 | 1.46 | 0.88 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 0.68 | 1.49 | 1.78 | 0.00 |
Data as of 05/14/2015, Common starting date is 05/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISP6.L (ISHARES III PLC ISHARES S&P SMA) |
14.07%
Jun 2011 – Jun 2014 |
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 |
|---|---|---|---|---|
| ISP6.L (ISHARES III PLC ISHARES S&P SMA) |
20.72%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart