Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKF (iShares MSCI BIC ETF) | 7.45% | 14.96% | 5.49% | 2.74% | 1.46% | 0.92% | NA | -0.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKF (iShares MSCI BIC ETF) | 11/16/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 11/16/2007.
AR inception is since 11/16/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.08 | 14.96 | 5.49 | 2.74 | 1.46 | 0.92 | NA | -0.30 | 7.45 | 9.24 | 1.25 | -21.77 | -11.85 | 16.52 | 22.91 | -13.80 | 41.81 | 10.97 | -14.10 | -4.25 | -5.23 | 15.20 | -24.74 | 9.15 | 85.49 | -57.23 | 2.08 |
| Sharpe Ratio | NA | 0.39 | 0.05 | 0.02 | -0.01 | NA | NA | -0.05 | 0.88 | 0.14 | -0.17 | -0.77 | -0.55 | 0.50 | 1.31 | -0.69 | 2.99 | 0.49 | -0.58 | -0.23 | -0.28 | 0.74 | -0.77 | 0.34 | 2.01 | -0.87 | 0.45 |
| Standard Deviation(%) | NA | 22.00 | 21.41 | 22.91 | 22.80 | NA | NA | 29.02 | 25.98 | 18.74 | 18.08 | 30.18 | 21.78 | 32.54 | 16.37 | 21.96 | 13.84 | 22.10 | 24.22 | 18.73 | 18.52 | 20.72 | 32.18 | 26.47 | 42.41 | 66.87 | 38.80 |
| Draw Down(%) | NA | 18.60 | 22.04 | 49.19 | 49.19 | NA | NA | 70.29 | 16.22 | 14.70 | 15.75 | 36.17 | 26.09 | 30.91 | 12.20 | 27.86 | 6.86 | 16.43 | 30.21 | 20.76 | 21.38 | 22.81 | 35.98 | 19.94 | 26.89 | 69.31 | 10.42 |
| Yield(%) | 0.00 | 2.47 | 2.01 | 2.11 | 1.88 | 1.74 | 1.13 | 1.33 | 0.00 | 2.56 | 1.66 | 1.56 | 2.50 | 1.14 | 1.99 | 1.91 | 2.09 | 2.04 | 2.64 | 2.88 | 2.16 | 2.24 | 1.64 | 1.80 | 1.51 | 0.91 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKF (iShares MSCI BIC ETF) |
-14.28%
Jan 2021 - Jan 2024 |
-9.29%
Feb 2011 - Feb 2016 |
-0.82%
Dec 2007 - Dec 2017 |
-1.85%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKF (iShares MSCI BIC ETF) |
28.65%
Feb 2009 - Feb 2012 |
17.91%
Feb 2016 - Feb 2021 |
9.16%
Feb 2009 - Feb 2019 |
5.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart