Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWTR (iShares Trust – iShares MSCI Water Management Multisector ETF) | NA | 11.48% | NA | NA | NA | NA | NA | … | … |
Data as of 08/18/2025, Common starting date is 09/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWTR (iShares Trust – iShares MSCI Water Management Multisector ETF) | 09/22/2022 | 08/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 11.48 | NA | NA | NA | NA | NA | … | … | 17.33 | 2.53 | 11.27 | 7.86 |
| Sharpe Ratio | NA | 0.48 | NA | NA | NA | NA | NA | … | … | 1.21 | -0.08 | 0.55 | 1.23 |
| Standard Deviation(%) | NA | 19.57 | NA | NA | NA | NA | NA | … | … | 21.71 | 14.51 | 13.94 | 23.53 |
| Draw Down(%) | NA | 20.53 | NA | NA | NA | NA | NA | … | … | 16.74 | 10.54 | 15.30 | 6.60 |
| Yield(%) | 0.00 | 1.42 | 1.27 | 0.76 | 0.38 | 0.25 | 0.19 | … | … | 1.25 | 0.70 | 1.06 | 0.35 |
Data as of 08/18/2025, Common starting date is 09/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWTR (iShares Trust – iShares MSCI Water Management Multisector ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IWTR (iShares Trust – iShares MSCI Water Management Multisector ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart