Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NY (ISHARES NYSE 100 INDEX FUND ISHARES NYSE 100 INDEX FUND) | NA | 11.66% | 17.54% | 12.09% | 5.55% | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 04/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NY (ISHARES NYSE 100 INDEX FUND ISHARES NYSE 100 INDEX FUND) | 04/05/2004 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 11.66 | 17.54 | 12.09 | 5.55 | NA | NA | … | … | 3.52 | 30.85 | 12.91 | 2.36 | 11.66 | 16.21 | -35.75 | 2.68 | 15.62 | 1.87 | 4.27 |
| Sharpe Ratio | NA | 1.26 | 1.38 | 0.77 | 0.24 | NA | NA | … | … | 0.48 | 2.81 | 1.02 | 0.10 | 0.69 | 0.66 | -0.99 | -0.02 | 1.36 | -0.03 | 0.49 |
| Standard Deviation(%) | NA | 9.23 | 12.71 | 15.73 | 19.09 | NA | NA | … | … | 9.39 | 10.95 | 12.72 | 23.36 | 16.75 | 24.56 | 36.90 | 15.23 | 9.07 | 9.64 | 9.58 |
| Draw Down(%) | NA | 6.43 | 9.32 | 19.80 | 55.45 | NA | NA | … | … | 6.43 | 4.96 | 9.32 | 19.80 | 15.83 | 27.18 | 46.29 | 10.77 | 6.63 | 6.80 | 6.28 |
| Yield(%) | 0.00 | 2.66 | 3.18 | 2.84 | 1.89 | 1.21 | 0.91 | … | … | 1.91 | 2.60 | 2.67 | 2.34 | 1.71 | 2.58 | 0.56 | 1.36 | 0.67 | 0.59 | 0.61 |
Data as of 10/14/2014, Common starting date is 04/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NY (ISHARES NYSE 100 INDEX FUND ISHARES NYSE 100 INDEX FUND) |
-15.65%
Feb 2006 – Feb 2009 |
-4.27%
Jun 2004 – Jun 2009 |
5.38%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NY (ISHARES NYSE 100 INDEX FUND ISHARES NYSE 100 INDEX FUND) |
20.69%
Feb 2009 – Feb 2012 |
19.39%
Feb 2009 – Feb 2014 |
5.72%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart