Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IYK (iShares U.S. Consumer Staples ETF) | 7.92% | 4.94% | 5.59% | 5.95% | 9.08% | 10.47% | 9.69% | … | … |
Data as of 06/05/2026, Common starting date is 06/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYK (iShares U.S. Consumer Staples ETF) | 06/16/2000 | 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 (%) | 1.10 | 4.94 | 5.59 | 5.95 | 9.08 | 10.47 | 9.69 | … | … | 7.92 | 4.78 | 5.27 | -2.84 | 3.56 | 17.32 | 32.65 | 28.12 | -13.84 | 16.54 | 4.78 | 5.75 | 11.55 | 30.18 | 12.00 | 8.42 | 18.97 | 23.32 | -26.02 | 9.15 | 14.31 | 1.52 | 11.99 | 21.06 | -5.45 | 1.63 | 5.64 |
| Sharpe Ratio | NA | 0.19 | 0.19 | 0.27 | 0.48 | NA | NA | … | … | 1.19 | 0.14 | 0.16 | -0.60 | 0.13 | 1.25 | 1.02 | 2.39 | -1.08 | 2.30 | 0.37 | 0.40 | 1.13 | 2.59 | 1.14 | 0.46 | 1.34 | 1.25 | -0.88 | 0.49 | 1.26 | -0.07 | 1.03 | 1.56 | -0.35 | -0.05 | 0.39 |
| Standard Deviation(%) | NA | 12.37 | 12.16 | 13.03 | 15.58 | NA | NA | … | … | 14.23 | 13.85 | 10.16 | 10.95 | 16.81 | 13.87 | 31.58 | 11.13 | 14.12 | 6.94 | 12.36 | 14.36 | 10.19 | 11.63 | 10.55 | 18.21 | 14.12 | 18.50 | 30.41 | 12.24 | 8.66 | 10.55 | 10.69 | 13.01 | 18.85 | 15.69 | 16.23 |
| Draw Down(%) | NA | 10.68 | 12.14 | 15.05 | 33.19 | NA | NA | … | … | 10.68 | 7.36 | 8.06 | 12.67 | 15.05 | 9.06 | 33.19 | 6.71 | 19.70 | 3.64 | 7.75 | 10.04 | 7.84 | 6.25 | 6.90 | 13.22 | 10.71 | 21.86 | 33.78 | 6.11 | 5.10 | 6.78 | 10.21 | 12.36 | 21.87 | 12.81 | 8.13 |
| Yield(%) | 0.00 | 2.68 | 1.39 | 1.76 | 2.59 | 3.83 | 4.26 | … | … | 0.50 | 2.82 | 0.88 | 2.61 | 2.19 | 1.73 | 1.85 | 2.77 | 2.37 | 1.98 | 2.73 | 2.20 | 2.02 | 2.29 | 2.44 | 2.23 | 2.47 | 2.83 | 1.83 | 1.99 | 2.10 | 1.63 | 1.50 | 2.02 | 1.38 | 1.22 | 0.61 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IYK (iShares U.S. Consumer Staples ETF) |
-8.14%
Feb 2006 – Feb 2009 |
-3.33%
Feb 2004 – Feb 2009 |
4.91%
Jul 2000 – Jul 2010 |
7.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYK (iShares U.S. Consumer Staples ETF) |
25.86%
Dec 2018 – Dec 2021 |
21.88%
Feb 2009 – Feb 2014 |
14.03%
Feb 2009 – Feb 2019 |
13.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart