Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYE (iShares U.S. Energy ETF) | 30.38% | 40.08% | 16.37% | 19.25% | 8.72% | 5.71% | 6.48% | … | … |
Data as of 06/10/2026, Common starting date is 06/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYE (iShares U.S. Energy ETF) | 06/16/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 40.08 | 16.37 | 19.25 | 8.72 | 5.71 | 6.48 | … | … | 30.38 | 7.33 | 6.06 | -2.21 | 60.18 | 53.41 | -33.51 | 10.04 | -19.35 | -1.80 | 25.56 | -22.17 | -9.64 | 25.71 | 4.25 | 3.70 | 19.01 | 19.25 | -37.23 | 35.75 | 20.14 | 34.67 | 31.74 | 28.11 | -16.06 | -12.20 | 6.76 |
| Sharpe Ratio | NA | 2.06 | 0.62 | 0.64 | 0.24 | NA | NA | … | … | 3.36 | 0.18 | 0.14 | -0.26 | 1.68 | 1.81 | -0.55 | 0.43 | -0.90 | -0.17 | 1.02 | -0.88 | -0.50 | 1.81 | 0.23 | 0.12 | 0.83 | 0.56 | -0.62 | 1.42 | 0.72 | 1.32 | 1.75 | 1.66 | -0.58 | -0.54 | 0.31 |
| Standard Deviation(%) | NA | 20.04 | 21.34 | 25.80 | 29.72 | NA | NA | … | … | 23.57 | 24.66 | 17.50 | 22.76 | 35.05 | 29.48 | 60.67 | 19.78 | 23.05 | 14.26 | 24.90 | 25.35 | 19.32 | 14.16 | 18.10 | 31.05 | 22.76 | 33.92 | 61.74 | 23.06 | 23.44 | 24.47 | 17.55 | 16.53 | 29.50 | 27.70 | 27.80 |
| Draw Down(%) | NA | 11.92 | 20.37 | 25.61 | 68.60 | NA | NA | … | … | 11.92 | 18.74 | 13.93 | 17.20 | 25.61 | 17.30 | 61.36 | 19.26 | 31.53 | 18.81 | 14.41 | 28.33 | 27.73 | 7.10 | 18.19 | 28.43 | 20.18 | 25.78 | 53.43 | 12.57 | 15.40 | 15.79 | 6.73 | 10.33 | 31.62 | 31.17 | 12.39 |
| Yield(%) | 0.00 | 2.94 | 2.85 | 4.45 | 3.29 | 2.65 | 3.22 | … | … | 0.63 | 2.93 | 2.81 | 2.95 | 5.06 | 4.42 | 2.97 | 6.66 | 2.44 | 2.51 | 2.59 | 2.55 | 1.85 | 1.85 | 1.66 | 1.42 | 1.46 | 1.65 | 0.95 | 1.15 | 1.20 | 1.28 | 1.54 | 2.26 | 1.46 | 1.07 | 0.51 |
Data as of 06/10/2026, Common starting date is 06/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYE (iShares U.S. Energy ETF) |
-23.22%
Mar 2017 – Mar 2020 |
-15.87%
Mar 2015 – Mar 2020 |
-4.96%
Mar 2010 – Mar 2020 |
-1.96%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYE (iShares U.S. Energy ETF) |
48.62%
Sep 2020 – Sep 2023 |
31.07%
Apr 2003 – Apr 2008 |
14.73%
Jan 2003 – Jan 2013 |
9.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart