Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISRIF (iShares IV Public Limited Company – iShares $ Treasury Bond 20+yr UCITS ETF) | NA | -11.69% | -12.61% | -6.93% | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 07/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISRIF (iShares IV Public Limited Company – iShares $ Treasury Bond 20+yr UCITS ETF) | 07/18/2016 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.69 | -12.61 | -6.93 | NA | NA | NA | … | … | -10.33 | -1.70 | -29.85 | -4.56 | 10.67 | 18.78 | -7.34 | 5.59 | -12.95 |
| Sharpe Ratio | NA | -0.80 | -0.49 | -0.22 | NA | NA | NA | … | … | -1.57 | -0.30 | -0.39 | -0.10 | 0.15 | 0.51 | -0.31 | 0.16 | -0.60 |
| Standard Deviation(%) | NA | 17.50 | 29.95 | 37.32 | NA | NA | NA | … | … | 17.02 | 19.70 | 79.92 | 46.86 | 67.22 | 35.12 | 27.55 | 30.74 | 47.38 |
| Draw Down(%) | NA | 19.18 | 43.51 | 51.40 | NA | NA | NA | … | … | 10.99 | 21.08 | 35.98 | 17.21 | 16.22 | 6.66 | 11.95 | 6.50 | 16.43 |
| Yield(%) | 0.00 | 3.59 | 1.23 | 0.77 | 0.37 | 0.25 | 0.19 | … | … | 0.00 | 3.61 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/31/2024, Common starting date is 07/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRIF (iShares IV Public Limited Company – iShares $ Treasury Bond 20+yr UCITS ETF) |
-20.19%
Oct 2020 – Oct 2023 |
-6.17%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRIF (iShares IV Public Limited Company – iShares $ Treasury Bond 20+yr UCITS ETF) |
12.12%
Apr 2017 – Apr 2020 |
1.96%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart