Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISRRF (iShares Public Limited Company – iShares £ Corp Bond 0-5yr UCITS ETF) | NA | 8.34% | -3.48% | 0.21% | NA | NA | NA | … | … |
Data as of 06/10/2024, Common starting date is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISRRF (iShares Public Limited Company – iShares £ Corp Bond 0-5yr UCITS ETF) | 10/11/2017 | 06/10/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.34 | -3.48 | 0.21 | NA | NA | NA | … | … | 3.59 | 9.75 | -15.84 | -3.59 | 3.55 | 6.93 | -7.68 | 1.70 |
| Sharpe Ratio | NA | 1.09 | -0.21 | -0.06 | NA | NA | NA | … | … | 0.66 | 0.62 | -0.12 | -0.12 | 0.04 | 0.12 | -0.23 | NA |
| Standard Deviation(%) | NA | 8.03 | 29.92 | 31.79 | NA | NA | NA | … | … | 7.01 | 8.54 | 150.05 | 28.98 | 85.84 | 46.65 | 37.50 | 0.00 |
| Draw Down(%) | NA | 2.91 | 31.43 | 31.69 | NA | NA | NA | … | … | 1.66 | 2.91 | 27.37 | 7.41 | 6.65 | 4.09 | 12.57 | 0.00 |
| Yield(%) | 0.00 | 3.91 | 1.42 | 0.96 | 0.45 | 0.30 | 0.23 | … | … | 2.04 | 3.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2024, Common starting date is 10/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRRF (iShares Public Limited Company – iShares £ Corp Bond 0-5yr UCITS ETF) |
-4.07%
Mar 2021 – Mar 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 |
|---|---|---|---|---|
| ISRRF (iShares Public Limited Company – iShares £ Corp Bond 0-5yr UCITS ETF) |
-2.33%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart