Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVW (iShares S&P 500 Growth ETF) | 9.29% | 29.43% | 26.38% | 14.98% | 17.60% | 16.23% | 13.17% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVW (iShares S&P 500 Growth ETF) | 05/26/2000 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.10 | 29.43 | 26.38 | 14.98 | 17.60 | 16.23 | 13.17 | … | … | 9.29 | 21.95 | 35.82 | 29.83 | -29.52 | 31.80 | 33.18 | 31.12 | -0.19 | 27.23 | 6.83 | 5.37 | 14.65 | 32.50 | 14.38 | 4.40 | 14.92 | 31.15 | -34.79 | 8.85 | 10.90 | 3.98 | 5.69 | 25.31 | -23.54 | -12.49 | -15.43 |
| Sharpe Ratio | NA | 2.09 | 1.36 | 0.64 | 0.80 | NA | NA | … | … | 1.90 | 0.83 | 1.83 | 1.97 | -1.01 | 1.95 | 0.94 | 2.29 | -0.08 | 3.71 | 0.49 | 0.34 | 1.19 | 2.92 | 1.18 | 0.20 | 0.83 | 1.29 | -0.96 | 0.38 | 0.75 | 0.17 | 0.41 | 1.46 | -0.96 | -0.60 | -1.09 |
| Standard Deviation(%) | NA | 15.85 | 18.83 | 21.13 | 20.64 | NA | NA | … | … | 18.52 | 23.06 | 17.62 | 13.41 | 30.79 | 16.31 | 34.76 | 12.92 | 19.58 | 7.19 | 13.37 | 15.80 | 12.31 | 11.13 | 12.26 | 22.14 | 17.89 | 24.14 | 37.15 | 14.88 | 10.00 | 10.24 | 11.43 | 16.88 | 25.80 | 25.20 | 26.41 |
| Draw Down(%) | NA | 13.75 | 22.15 | 32.72 | 32.72 | NA | NA | … | … | 13.38 | 22.15 | 12.73 | 9.18 | 32.33 | 8.65 | 31.35 | 6.38 | 20.63 | 2.24 | 10.93 | 11.46 | 7.35 | 6.05 | 8.49 | 16.47 | 15.15 | 22.25 | 44.94 | 8.68 | 7.82 | 6.53 | 9.50 | 11.72 | 32.19 | 30.70 | 28.72 |
| Yield(%) | 0.00 | 0.47 | 0.79 | 0.76 | 1.09 | 1.99 | 2.09 | … | … | 0.08 | 0.49 | 0.59 | 1.34 | 0.62 | 0.62 | 0.85 | 2.10 | 1.25 | 1.63 | 1.63 | 1.58 | 1.56 | 1.84 | 2.03 | 1.65 | 1.54 | 1.73 | 1.09 | 1.26 | 1.27 | 1.31 | 1.76 | 1.31 | 0.81 | 0.62 | 0.33 |
Data as of 06/05/2026, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVW (iShares S&P 500 Growth ETF) |
-17.11%
Jun 2000 – Jun 2003 |
-7.73%
Jun 2000 – Jun 2005 |
-3.95%
Aug 2000 – Aug 2010 |
2.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVW (iShares S&P 500 Growth ETF) |
32.03%
Dec 2018 – Dec 2021 |
23.92%
Dec 2016 – Dec 2021 |
19.05%
Dec 2011 – Dec 2021 |
16.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart