Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWX (iShares Russell Top 200 Value ETF) | 12.06% | 25.83% | 17.80% | 10.90% | 11.52% | 11.51% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWX (iShares Russell Top 200 Value ETF) | 09/28/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 25.83 | 17.80 | 10.90 | 11.52 | 11.51 | NA | … | … | 12.06 | 18.23 | 14.89 | 10.45 | -5.32 | 23.33 | 1.46 | 26.17 | -6.50 | 14.07 | 15.36 | -3.68 | 13.18 | 31.77 | 16.36 | 1.20 | 10.62 | 3.67 |
| Sharpe Ratio | NA | 2.49 | 1.26 | 0.60 | 0.60 | NA | NA | … | … | 2.51 | 1.03 | 1.11 | 0.58 | -0.35 | 1.91 | 0.03 | 2.15 | -0.52 | 1.89 | 1.12 | -0.24 | 1.21 | 2.91 | 1.31 | 0.05 | 0.58 | 0.87 |
| Standard Deviation(%) | NA | 10.23 | 12.10 | 13.88 | 16.57 | NA | NA | … | … | 11.67 | 14.91 | 10.16 | 11.77 | 19.15 | 12.19 | 34.95 | 11.46 | 15.21 | 7.12 | 13.55 | 15.56 | 10.88 | 10.91 | 12.56 | 23.64 | 18.19 | 16.94 |
| Draw Down(%) | NA | 6.59 | 13.37 | 18.12 | 35.76 | NA | NA | … | … | 6.59 | 13.37 | 7.54 | 10.02 | 18.12 | 5.56 | 35.76 | 6.83 | 17.33 | 4.36 | 10.48 | 13.17 | 8.13 | 5.09 | 9.91 | 20.51 | 16.77 | 6.28 |
| Yield(%) | 0.00 | 1.86 | 2.15 | 2.14 | 3.12 | 4.23 | 3.76 | … | … | 0.39 | 1.85 | 2.20 | 2.30 | 1.91 | 2.19 | 2.08 | 3.19 | 2.43 | 2.35 | 2.56 | 2.61 | 2.45 | 2.39 | 3.02 | 2.53 | 1.98 | 0.58 |
Data as of 06/10/2026, Common starting date is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWX (iShares Russell Top 200 Value ETF) |
-0.29%
Mar 2017 – Mar 2020 |
3.08%
Mar 2015 – Mar 2020 |
7.73%
Oct 2013 – Oct 2023 |
9.92%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWX (iShares Russell Top 200 Value ETF) |
23.32%
Sep 2011 – Sep 2014 |
15.74%
Jun 2010 – Jun 2015 |
13.10%
Sep 2011 – Sep 2021 |
11.54%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart