Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RXI (iShares Global Consumer Discretionary ETF) | -6.08% | 2.79% | 9.32% | 3.76% | 9.68% | 10.35% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXI (iShares Global Consumer Discretionary ETF) | 09/21/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | 2.79 | 9.32 | 3.76 | 9.68 | 10.35 | NA | … | … | -6.08 | 13.09 | 17.26 | 27.57 | -29.08 | 16.33 | 24.46 | 26.77 | -6.31 | 22.94 | 3.11 | 5.75 | 3.03 | 38.15 | 25.40 | -4.87 | 23.25 | 37.49 | -39.30 | -3.84 | 12.31 |
| Sharpe Ratio | NA | 0.23 | 0.42 | 0.07 | 0.39 | NA | NA | … | … | -0.77 | 0.50 | 0.85 | 1.41 | -1.01 | 0.98 | 0.72 | 1.92 | -0.44 | 3.20 | 0.18 | 0.35 | 0.24 | 2.99 | 1.70 | -0.19 | 1.11 | 1.24 | -0.99 | -0.42 | 5.12 |
| Standard Deviation(%) | NA | 16.34 | 18.07 | 20.89 | 20.19 | NA | NA | … | … | 18.68 | 20.80 | 16.10 | 17.14 | 30.19 | 16.61 | 33.43 | 13.14 | 17.36 | 6.99 | 15.69 | 16.29 | 12.40 | 12.76 | 15.07 | 25.92 | 20.88 | 30.05 | 40.69 | 16.63 | 9.63 |
| Draw Down(%) | NA | 15.17 | 19.64 | 35.77 | 35.77 | NA | NA | … | … | 15.17 | 19.64 | 11.35 | 15.42 | 34.03 | 9.40 | 35.65 | 8.26 | 20.86 | 3.39 | 13.00 | 11.60 | 10.81 | 7.65 | 11.96 | 21.88 | 16.75 | 26.52 | 52.06 | 16.29 | 2.33 |
| Yield(%) | 0.00 | 1.67 | 1.27 | 1.14 | 1.98 | 2.78 | 2.49 | … | … | 0.00 | 1.75 | 1.26 | 1.25 | 0.69 | 1.03 | 0.80 | 1.85 | 1.58 | 1.51 | 1.83 | 1.23 | 1.75 | 1.63 | 1.71 | 1.63 | 1.29 | 1.72 | 2.00 | 1.47 | 0.39 |
Data as of 06/10/2026, Common starting date is 09/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXI (iShares Global Consumer Discretionary ETF) |
-10.65%
Jun 2007 – Jun 2010 |
-1.21%
Dec 2006 – Dec 2011 |
6.24%
Dec 2006 – Dec 2016 |
6.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXI (iShares Global Consumer Discretionary ETF) |
30.64%
Feb 2009 – Feb 2012 |
27.50%
Feb 2009 – Feb 2014 |
17.04%
Feb 2009 – Feb 2019 |
14.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart