Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSZF (iShares IV Public Limited Company – iShares Edge MSCI USA Size Factor UCITS ETF) | NA | 28.16% | 4.79% | NA | NA | NA | NA | … | … |
Data as of 12/05/2024, Common starting date is 10/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSZF (iShares IV Public Limited Company – iShares Edge MSCI USA Size Factor UCITS ETF) | 10/28/2020 | 12/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 28.16 | 4.79 | NA | NA | NA | NA | … | … | 20.66 | 16.52 | -16.78 | 23.94 | 20.75 |
| Sharpe Ratio | NA | 1.24 | 0.06 | NA | NA | NA | NA | … | … | 0.91 | 0.66 | -0.25 | 0.83 | 4.24 |
| Standard Deviation(%) | NA | 17.32 | 26.69 | NA | NA | NA | NA | … | … | 16.97 | 18.58 | 63.01 | 35.26 | 51.54 |
| Draw Down(%) | NA | 5.11 | 23.98 | NA | NA | NA | NA | … | … | 5.11 | 14.94 | 23.98 | 3.04 | 0.24 |
| 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 12/05/2024, Common starting date is 10/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSZF (iShares IV Public Limited Company – iShares Edge MSCI USA Size Factor UCITS ETF) |
3.82%
Sep 2021 – Sep 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 |
|---|---|---|---|---|
| IUSZF (iShares IV Public Limited Company – iShares Edge MSCI USA Size Factor UCITS ETF) |
9.60%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart