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 |
|---|---|---|---|---|---|---|---|---|
| IOO (iShares Global 100 ETF) | -4.80% | 11.36% | 11.50% | 16.16% | 11.39% | 10.40% | 8.48% | 6.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOO (iShares Global 100 ETF) | 12/08/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/08/2000.
AR inception is since 12/08/2000.
| 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 (%) | 7.22 | 11.36 | 11.50 | 16.16 | 11.39 | 10.40 | 8.48 | 6.40 | -4.80 | 26.54 | 27.70 | -16.34 | 26.02 | 18.61 | 30.00 | -6.22 | 23.57 | 8.37 | -1.77 | 2.09 | 23.95 | 13.67 | -4.17 | 5.85 | 24.09 | -36.09 | 11.08 | 19.90 | 4.29 | 9.23 | 31.07 | -23.99 | -14.45 | -3.91 |
| Sharpe Ratio | NA | 0.24 | 0.38 | 0.78 | 0.54 | NA | NA | 0.25 | -0.59 | 1.42 | 1.85 | -0.77 | 2.11 | 0.56 | 2.33 | -0.46 | 3.31 | 0.55 | -0.11 | 0.19 | 2.05 | 0.93 | -0.16 | 0.27 | 0.87 | -0.91 | 0.51 | 1.40 | 0.20 | 0.65 | 1.63 | -0.90 | -0.74 | -2.70 |
| Standard Deviation(%) | NA | 20.47 | 18.69 | 17.70 | 18.12 | NA | NA | 19.95 | 29.45 | 14.04 | 12.77 | 23.07 | 12.30 | 32.90 | 12.25 | 16.40 | 6.97 | 14.93 | 16.00 | 11.15 | 11.68 | 14.78 | 26.01 | 21.18 | 27.49 | 40.56 | 15.94 | 11.94 | 10.57 | 12.84 | 18.65 | 27.77 | 23.06 | 20.40 |
| Draw Down(%) | NA | 19.19 | 19.19 | 23.52 | 31.43 | NA | NA | 55.85 | 19.19 | 11.11 | 9.06 | 23.52 | 5.27 | 31.43 | 6.48 | 16.91 | 2.06 | 10.74 | 14.59 | 9.38 | 7.10 | 13.56 | 23.24 | 17.66 | 29.57 | 47.52 | 9.75 | 10.43 | 7.49 | 10.08 | 14.88 | 34.50 | 31.66 | 7.98 |
| Yield(%) | 0.00 | 1.25 | 1.64 | 2.33 | 2.75 | 3.41 | 3.26 | 2.41 | 0.00 | 1.36 | 1.88 | 1.63 | 1.92 | 1.72 | 2.55 | 2.31 | 2.67 | 2.95 | 2.76 | 3.52 | 2.81 | 3.01 | 2.86 | 2.22 | 3.27 | 2.35 | 1.86 | 2.10 | 1.96 | 2.07 | 1.43 | 0.94 | 0.90 | 0.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOO (iShares Global 100 ETF) |
-13.49%
Feb 2006 - Feb 2009 |
-6.14%
Feb 2004 - Feb 2009 |
0.81%
Jan 2001 - Jan 2011 |
1.98%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOO (iShares Global 100 ETF) |
24.78%
Dec 2018 - Dec 2021 |
18.45%
Mar 2020 - Mar 2025 |
13.18%
Dec 2011 - Dec 2021 |
13.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart