Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVVVF (iShares IV Public Limited Company – iShares $ Short Duration High Yield Corporate Bond UCITS ETF) | NA | 8.80% | 0.17% | -0.28% | NA | NA | NA | … | … |
Data as of 03/05/2024, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVVVF (iShares IV Public Limited Company – iShares $ Short Duration High Yield Corporate Bond UCITS ETF) | 07/06/2016 | 03/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 8.80 | 0.17 | -0.28 | NA | NA | NA | … | … | 0.22 | 0.45 | -4.02 | -0.46 | -0.83 | -1.66 | 0.26 | -0.48 | 0.27 |
| Sharpe Ratio | NA | 0.79 | -0.16 | -0.09 | NA | NA | NA | … | … | -0.90 | -0.48 | -0.22 | -0.04 | -0.03 | -0.24 | -0.09 | -0.07 | 0.02 |
| Standard Deviation(%) | NA | 6.82 | 12.00 | 17.87 | NA | NA | NA | … | … | 2.66 | 7.89 | 25.23 | 11.97 | 39.09 | 11.95 | 10.70 | 15.86 | 15.72 |
| Draw Down(%) | NA | 1.75 | 11.92 | 16.92 | NA | NA | NA | … | … | 0.66 | 2.92 | 8.67 | 3.71 | 15.75 | 3.13 | 2.07 | 4.39 | 2.79 |
| Yield(%) | 0.00 | 5.75 | 1.77 | 1.04 | 0.53 | 0.35 | 0.26 | … | … | 0.00 | 5.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/05/2024, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVVVF (iShares IV Public Limited Company – iShares $ Short Duration High Yield Corporate Bond UCITS ETF) |
-4.06%
Jun 2019 – Jun 2022 |
-3.00%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVVVF (iShares IV Public Limited Company – iShares $ Short Duration High Yield Corporate Bond UCITS ETF) |
4.08%
Jun 2020 – Jun 2023 |
-0.25%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart