Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISVTF (iShares IV Public Limited Company – iShares MSCI USA ESG Enhanced UCITS ETF) | NA | 13.12% | 16.61% | NA | NA | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISVTF (iShares IV Public Limited Company – iShares MSCI USA ESG Enhanced UCITS ETF) | 06/25/2021 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 13.12 | 16.61 | NA | NA | NA | NA | … | … | -1.20 | 24.88 | 25.53 | -19.23 | 8.04 |
| Sharpe Ratio | NA | 0.35 | 0.41 | NA | NA | NA | NA | … | … | -0.24 | 0.99 | 1.24 | -0.29 | 0.92 |
| Standard Deviation(%) | NA | 25.17 | 24.30 | NA | NA | NA | NA | … | … | 25.16 | 18.89 | 17.25 | 70.46 | 18.39 |
| Draw Down(%) | NA | 19.06 | 19.06 | NA | NA | NA | NA | … | … | 18.99 | 5.90 | 10.12 | 24.44 | 4.50 |
| 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 |
Data as of 05/29/2025, Common starting date is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISVTF (iShares IV Public Limited Company – iShares MSCI USA ESG Enhanced UCITS ETF) |
5.11%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| ISVTF (iShares IV Public Limited Company – iShares MSCI USA ESG Enhanced UCITS ETF) |
10.85%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart