Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUVDF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) | NA | 17.80% | 10.85% | NA | NA | NA | NA | … | … |
Data as of 04/04/2024, Common starting date is 12/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUVDF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) | 12/17/2020 | 04/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.89 | 17.80 | 10.85 | NA | NA | NA | NA | … | … | 7.84 | 6.75 | -2.73 | 21.62 | 0.00 |
| Sharpe Ratio | NA | 0.82 | 0.40 | NA | NA | NA | NA | … | … | 3.50 | 0.13 | -0.17 | 0.96 | 0.00 |
| Standard Deviation(%) | NA | 17.08 | 21.79 | NA | NA | NA | NA | … | … | 8.66 | 17.35 | 23.47 | 23.88 | NA |
| Draw Down(%) | NA | 9.58 | 20.34 | NA | NA | NA | NA | … | … | 1.50 | 9.58 | 20.34 | 4.13 | 0.00 |
| Yield(%) | 0.00 | 2.48 | 3.54 | 2.12 | 1.06 | 0.71 | 0.53 | … | … | 0.00 | 2.43 | 5.64 | 1.10 | 0.00 |
Data as of 04/04/2024, Common starting date is 12/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUVDF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) |
8.68%
Feb 2021 – Feb 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 |
|---|---|---|---|---|
| IUVDF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) |
9.80%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart