Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISSZF (iShares V Public Limited Company – iShares S&P 500 Utilities Sector UCITS ETF) | NA | 19.01% | 7.93% | 10.41% | NA | NA | NA | … | … |
Data as of 06/18/2025, Common starting date is 11/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISSZF (iShares V Public Limited Company – iShares S&P 500 Utilities Sector UCITS ETF) | 11/25/2019 | 06/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 19.01 | 7.93 | 10.41 | NA | NA | NA | … | … | 7.05 | 23.24 | -7.53 | 1.13 | 18.35 | -1.33 | 3.20 |
| Sharpe Ratio | NA | 0.93 | 0.02 | 0.27 | NA | NA | NA | … | … | 0.66 | 1.05 | -0.54 | 0.00 | 0.37 | -0.02 | 2.74 |
| Standard Deviation(%) | NA | 16.83 | 22.16 | 25.69 | NA | NA | NA | … | … | 19.44 | 16.09 | 21.51 | 47.06 | 48.16 | 78.52 | 25.09 |
| Draw Down(%) | NA | 9.10 | 25.70 | 25.70 | NA | NA | NA | … | … | 5.25 | 8.29 | 20.91 | 16.96 | 5.73 | 22.93 | 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 06/18/2025, Common starting date is 11/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISSZF (iShares V Public Limited Company – iShares S&P 500 Utilities Sector UCITS ETF) |
1.42%
Jun 2020 – Jun 2023 |
7.69%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISSZF (iShares V Public Limited Company – iShares S&P 500 Utilities Sector UCITS ETF) |
10.55%
Sep 2021 – Sep 2024 |
7.69%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart