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 |
|---|---|---|---|---|---|---|---|---|
| IEO (iShares U.S. Oil & Gas Exploration & Production ETF) | -7.37% | -22.31% | 4.09% | 26.73% | 2.99% | 4.22% | NA | 4.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEO (iShares U.S. Oil & Gas Exploration & Production ETF) | 05/05/2006 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 05/05/2006.
AR inception is since 05/05/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | -22.31 | 4.09 | 26.73 | 2.99 | 4.22 | NA | 4.36 | -7.37 | -1.45 | 3.59 | 57.82 | 75.59 | -32.80 | 9.62 | -19.42 | 0.07 | 24.98 | -24.60 | -12.26 | 30.80 | 4.27 | -3.24 | 18.66 | 41.06 | -41.89 | 39.62 | -6.54 |
| Sharpe Ratio | NA | -0.95 | -0.01 | 0.68 | 0.04 | NA | NA | 0.08 | -0.57 | -0.38 | -0.03 | 1.40 | 2.10 | -0.48 | 0.31 | -0.75 | -0.03 | 0.73 | -0.83 | -0.52 | 1.70 | 0.18 | -0.09 | 0.68 | 0.91 | -0.60 | 1.58 | -0.47 |
| Standard Deviation(%) | NA | 30.18 | 31.58 | 36.51 | 36.18 | NA | NA | 36.42 | 43.00 | 20.89 | 26.21 | 40.50 | 36.02 | 69.23 | 26.38 | 27.76 | 19.52 | 34.00 | 29.78 | 23.60 | 18.09 | 24.07 | 37.35 | 27.22 | 45.06 | 71.70 | 23.28 | 28.22 |
| Draw Down(%) | NA | 30.02 | 31.86 | 41.86 | 74.99 | NA | NA | 79.21 | 24.47 | 22.44 | 19.77 | 30.63 | 20.71 | 66.36 | 25.65 | 38.84 | 23.60 | 21.07 | 34.70 | 34.56 | 9.31 | 25.73 | 34.94 | 20.86 | 32.23 | 65.40 | 15.50 | 18.95 |
| Yield(%) | 0.00 | 1.62 | 3.35 | 7.52 | 1.96 | 2.06 | 1.84 | 2.05 | 0.00 | 2.50 | 3.17 | 5.55 | 4.46 | 2.04 | 1.94 | 1.30 | 0.68 | 1.22 | 1.50 | 1.15 | 1.11 | 0.78 | 0.58 | 0.32 | 0.58 | 0.32 | 0.33 | 0.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEO (iShares U.S. Oil & Gas Exploration & Production ETF) |
-26.72%
Mar 2017 - Mar 2020 |
-19.56%
Mar 2015 - Mar 2020 |
-7.20%
Mar 2010 - Mar 2020 |
1.02%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEO (iShares U.S. Oil & Gas Exploration & Production ETF) |
61.81%
Oct 2020 - Oct 2023 |
36.93%
Mar 2020 - Mar 2025 |
7.63%
May 2012 - May 2022 |
9.75%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart