Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWATF (iShares II Public Limited Company – iShares Global Water UCITS ETF) | NA | 15.19% | 3.41% | NA | NA | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 12/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWATF (iShares II Public Limited Company – iShares Global Water UCITS ETF) | 12/02/2019 | 05/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.36 | 15.19 | 3.41 | NA | NA | NA | NA | … | … | 14.02 | 10.40 | -21.37 | 26.63 | 21.06 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 0.08 | NA | NA | NA | NA | … | … | 2.06 | 0.15 | -0.29 | 0.56 | 0.20 | NA |
| Standard Deviation(%) | NA | 27.91 | 42.90 | NA | NA | NA | NA | … | … | 18.39 | 43.61 | 77.91 | 48.07 | 97.42 | 0.00 |
| Draw Down(%) | NA | 13.20 | 28.77 | NA | NA | NA | NA | … | … | 3.13 | 13.20 | 28.77 | 5.42 | 16.76 | 0.00 |
| Yield(%) | 0.00 | 0.77 | 0.25 | 0.20 | 0.10 | 0.07 | 0.05 | … | … | 0.54 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/16/2024, Common starting date is 12/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWATF (iShares II Public Limited Company – iShares Global Water UCITS ETF) |
13.86%
Apr 2021 – Apr 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 |
|---|---|---|---|---|
| IWATF (iShares II Public Limited Company – iShares Global Water UCITS ETF) |
18.57%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart