Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWB (iShares Russell 1000 ETF) | 8.17% | 24.87% | 21.22% | 12.50% | 14.86% | 14.06% | 11.12% | … | … |
Data as of 06/05/2026, Common starting date is 05/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWB (iShares Russell 1000 ETF) | 05/19/2000 | 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 (%) | -2.40 | 24.87 | 21.22 | 12.50 | 14.86 | 14.06 | 11.12 | … | … | 8.17 | 17.18 | 24.32 | 26.40 | -19.19 | 26.32 | 20.77 | 31.06 | -4.90 | 21.53 | 12.03 | 0.79 | 13.08 | 32.78 | 16.50 | 1.23 | 16.06 | 28.35 | -37.40 | 5.32 | 15.41 | 6.34 | 10.98 | 30.07 | -22.30 | -12.13 | -4.97 |
| Sharpe Ratio | NA | 1.82 | 1.20 | 0.58 | 0.73 | NA | NA | … | … | 1.27 | 0.77 | 1.62 | 1.71 | -0.84 | 1.99 | 0.59 | 2.36 | -0.37 | 3.11 | 0.89 | 0.05 | 1.15 | 2.92 | 1.29 | 0.05 | 0.88 | 1.05 | -0.97 | 0.14 | 1.19 | 0.39 | 0.89 | 1.74 | -0.91 | -0.67 | -0.61 |
| Standard Deviation(%) | NA | 12.24 | 14.94 | 17.12 | 18.20 | NA | NA | … | … | 13.89 | 18.70 | 12.75 | 13.39 | 24.64 | 13.24 | 34.59 | 12.53 | 16.94 | 6.74 | 13.29 | 15.35 | 11.39 | 11.20 | 12.87 | 23.15 | 18.11 | 26.82 | 39.24 | 15.89 | 10.14 | 10.35 | 11.19 | 16.89 | 25.74 | 22.16 | 20.02 |
| Draw Down(%) | NA | 8.86 | 19.09 | 25.20 | 34.60 | NA | NA | … | … | 8.86 | 19.09 | 8.43 | 10.33 | 25.20 | 5.20 | 34.60 | 6.65 | 19.73 | 2.63 | 10.93 | 11.97 | 7.58 | 5.80 | 9.86 | 19.53 | 15.99 | 26.87 | 48.14 | 9.85 | 7.89 | 6.80 | 8.09 | 13.42 | 33.08 | 29.50 | 17.54 |
| Yield(%) | 0.00 | 1.15 | 1.55 | 1.44 | 2.63 | 3.71 | 3.35 | … | … | 0.23 | 1.16 | 1.41 | 1.64 | 1.24 | 1.38 | 1.61 | 2.21 | 1.91 | 1.94 | 2.10 | 1.93 | 1.91 | 2.13 | 2.31 | 1.90 | 1.87 | 2.36 | 1.55 | 1.74 | 1.75 | 2.02 | 1.89 | 2.18 | 1.18 | 1.02 | 0.60 |
Data as of 06/05/2026, Common starting date is 05/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWB (iShares Russell 1000 ETF) |
-15.28%
Feb 2006 – Feb 2009 |
-6.46%
Feb 2004 – Feb 2009 |
-1.64%
Aug 2000 – Aug 2010 |
3.89%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWB (iShares Russell 1000 ETF) |
26.01%
Feb 2009 – Feb 2012 |
23.47%
Feb 2009 – Feb 2014 |
16.67%
Feb 2009 – Feb 2019 |
15.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart