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
ISRUF (iShares V Public Limited Company – iShares S&P 500 Financials Sector UCITS ETF) -4.81% 4.39% 18.14% 8.47% NA NA NA
Data as of 06/11/2026, Common starting date is 11/22/2017
More Performance Analytics Comparison
Name Start Date End Date
ISRUF (iShares V Public Limited Company – iShares S&P 500 Financials Sector UCITS ETF) 11/22/2017 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.52 4.39 18.14 8.47 NA NA NA -4.81 15.55 31.63 11.36 -10.37 35.17 -3.27 33.87 -14.90 7.41
Sharpe Ratio NA 0.10 0.80 0.26 NA NA NA -0.78 0.67 1.11 0.40 -0.46 1.63 -0.07 1.89 -0.82 4.80
Standard Deviation(%) NA 15.61 19.25 21.24 NA NA NA 17.85 19.14 22.71 18.12 25.61 21.50 48.47 17.15 19.71 21.78
Draw Down(%) NA 15.03 16.35 26.87 NA NA NA 15.03 16.35 11.13 17.11 26.87 7.98 41.46 8.85 20.90 2.59
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 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 11/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISRUF (iShares V Public Limited Company – iShares S&P 500 Financials Sector UCITS ETF) 1.06%
Jan 2018 – Jan 2021
4.60%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISRUF (iShares V Public Limited Company – iShares S&P 500 Financials Sector UCITS ETF) 22.82%
Sep 2022 – Sep 2025
19.93%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return