Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISRNF (iShares V Public Limited Company – iShares S&P 500 Consumer Discretionary Sector UCITS ETF) NA 26.96% 3.24% 11.28% NA NA NA
Data as of 10/14/2024, Common starting date is 08/07/2018
More Performance Analytics Comparison
Name Start Date End Date
ISRNF (iShares V Public Limited Company – iShares S&P 500 Consumer Discretionary Sector UCITS ETF) 08/07/2018 10/14/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.50 26.96 3.24 11.28 NA NA NA 11.60 43.50 -37.94 28.22 31.18 7.33 7.14
Sharpe Ratio NA 0.98 -0.02 0.23 NA NA NA 0.37 1.56 -0.67 0.67 0.38 0.09 NA
Standard Deviation(%) NA 20.74 32.69 40.06 NA NA NA 20.93 25.87 59.25 40.69 83.15 46.68 0.00
Draw Down(%) NA 7.57 39.97 39.97 NA NA NA 6.81 11.44 38.66 8.72 31.42 4.74 0.00
Yield(%) 0.00 0.00 0.00 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 10/14/2024, Common starting date is 08/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISRNF (iShares V Public Limited Company – iShares S&P 500 Consumer Discretionary Sector UCITS ETF) 0.63%
Apr 2021 – Apr 2024
10.24%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISRNF (iShares V Public Limited Company – iShares S&P 500 Consumer Discretionary Sector UCITS ETF) 14.25%
Apr 2020 – Apr 2023
11.16%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return