Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EZU (iShares MSCI Eurozone ETF) | 12.46% | 11.47% | 11.27% | 14.41% | 5.67% | 5.23% | 4.92% | 3.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZU (iShares MSCI Eurozone ETF) | 07/31/2000 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/31/2000.
AR inception is since 07/31/2000.
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.44 | 11.47 | 11.27 | 14.41 | 5.67 | 5.23 | 4.92 | 3.87 | 12.46 | 2.23 | 23.42 | -17.24 | 13.92 | 7.62 | 23.27 | -16.76 | 27.89 | 1.86 | -1.64 | -9.87 | 27.11 | 23.91 | -18.16 | -3.14 | 26.51 | -45.85 | 18.40 | 35.50 | 8.76 | 20.67 | 42.95 | -21.49 | -22.70 | -6.68 |
| Sharpe Ratio | NA | 4.39 | 30.53 | 50.18 | 18.31 | NA | NA | 9.39 | 143.29 | -29.31 | 118.90 | -64.72 | 95.24 | 20.21 | 168.38 | -110.69 | 252.56 | 7.38 | -8.36 | -61.60 | 163.63 | 97.21 | -46.40 | -10.29 | 72.45 | -95.34 | 74.29 | 207.36 | 50.50 | 120.07 | 178.69 | -71.13 | -100.68 | -89.69 |
| Standard Deviation(%) | NA | 19.86 | 20.45 | 20.93 | 21.00 | NA | NA | 25.01 | 28.16 | 14.87 | 16.27 | 28.88 | 14.59 | 36.39 | 12.98 | 16.38 | 10.84 | 22.46 | 19.99 | 16.04 | 16.55 | 24.77 | 39.21 | 31.37 | 36.46 | 48.92 | 20.83 | 15.62 | 13.06 | 16.43 | 23.65 | 31.77 | 25.21 | 21.62 |
| Draw Down(%) | NA | 15.02 | 23.79 | 36.11 | 41.37 | NA | NA | 65.34 | 15.02 | 10.97 | 14.65 | 34.81 | 8.05 | 38.71 | 8.86 | 25.99 | 2.74 | 13.40 | 15.85 | 19.18 | 8.73 | 22.67 | 36.27 | 28.14 | 34.66 | 58.72 | 13.70 | 15.08 | 8.62 | 13.02 | 20.08 | 35.69 | 41.27 | 17.04 |
| Yield(%) | 0.00 | 2.80 | 2.94 | 3.79 | 2.75 | 2.85 | 3.16 | 2.55 | 0.00 | 2.93 | 3.03 | 2.23 | 2.70 | 2.22 | 3.41 | 2.79 | 2.39 | 3.09 | 2.10 | 2.67 | 2.73 | 3.16 | 3.29 | 2.39 | 3.36 | 3.96 | 2.85 | 2.30 | 1.83 | 2.11 | 2.02 | 0.79 | 0.92 | 0.01 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZU (iShares MSCI Eurozone ETF) |
-17.95%
Jun 2007 - Jun 2010 |
-12.34%
May 2007 - May 2012 |
-1.17%
Nov 2006 - Nov 2016 |
-1.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZU (iShares MSCI Eurozone ETF) |
33.37%
Mar 2003 - Mar 2006 |
27.66%
Sep 2002 - Sep 2007 |
8.64%
Feb 2009 - Feb 2019 |
8.44%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart