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
ISVVF (iShares V Public Limited Company – iShares MSCI ACWI UCITS ETF) 9.34% 25.05% 20.08% 10.93% NA NA NA
Data as of 06/05/2026, Common starting date is 06/27/2019
More Performance Analytics Comparison
Name Start Date End Date
ISVVF (iShares V Public Limited Company – iShares MSCI ACWI UCITS ETF) 06/27/2019 06/05/2026
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
Annualized Return (%) -2.53 25.05 20.08 10.93 NA NA NA 9.34 23.48 18.86 21.95 -18.13 18.18 15.68 9.71
Sharpe Ratio NA 1.62 1.16 0.49 NA NA NA 1.26 1.29 0.95 1.31 -0.86 1.19 0.49 1.37
Standard Deviation(%) NA 13.79 14.55 16.55 NA NA NA 16.37 16.31 13.11 13.64 22.90 15.22 31.31 13.61
Draw Down(%) NA 8.77 16.39 26.17 NA NA NA 8.77 16.39 8.49 11.26 26.11 6.32 35.33 6.26
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
Data as of 06/05/2026, Common starting date is 06/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISVVF (iShares V Public Limited Company – iShares MSCI ACWI UCITS ETF) 3.83%
Dec 2019 – Dec 2022
9.76%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISVVF (iShares V Public Limited Company – iShares MSCI ACWI UCITS ETF) 22.55%
Sep 2022 – Sep 2025
14.86%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return