Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTH (iShares MSCI World ETF) | 7.86% | 23.79% | 20.09% | 11.36% | 12.92% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTH (iShares MSCI World ETF) | 01/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 23.79 | 20.09 | 11.36 | 12.92 | NA | NA | … | … | 7.86 | 19.47 | 18.66 | 23.95 | -17.97 | 22.28 | 15.78 | 28.14 | -8.56 | 22.96 | 7.31 | -0.64 | 4.36 | 26.66 | 14.73 |
| Sharpe Ratio | NA | 1.71 | 1.18 | 0.55 | 0.65 | NA | NA | … | … | 1.15 | 1.05 | 1.25 | 1.61 | -0.84 | 1.80 | 0.47 | 2.30 | -0.65 | 3.39 | 0.46 | -0.04 | 0.34 | 1.26 | 1.15 |
| Standard Deviation(%) | NA | 12.36 | 14.24 | 16.20 | 17.35 | NA | NA | … | … | 14.62 | 17.41 | 12.02 | 12.70 | 23.23 | 12.39 | 33.20 | 11.59 | 15.31 | 6.62 | 15.39 | 16.26 | 12.60 | 21.15 | 13.37 |
| Draw Down(%) | NA | 9.06 | 16.94 | 26.05 | 34.01 | NA | NA | … | … | 9.06 | 16.94 | 8.23 | 10.53 | 26.05 | 5.29 | 34.01 | 6.07 | 18.57 | 2.19 | 12.04 | 14.79 | 9.32 | 10.77 | 11.39 |
| Yield(%) | 0.00 | 1.68 | 2.01 | 1.76 | 2.81 | 3.39 | 2.54 | … | … | 0.00 | 1.78 | 1.74 | 2.07 | 1.35 | 1.82 | 1.72 | 2.70 | 2.04 | 2.25 | 2.28 | 2.28 | 2.39 | 1.30 | 3.00 |
Data as of 06/05/2026, Common starting date is 01/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTH (iShares MSCI World ETF) |
2.18%
Mar 2017 – Mar 2020 |
3.40%
Mar 2015 – Mar 2020 |
7.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTH (iShares MSCI World ETF) |
23.97%
Sep 2022 – Sep 2025 |
16.36%
Mar 2020 – Mar 2025 |
13.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart