Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBAT (iShares Energy Storage & Materials ETF) | 50.03% | 100.14% | 19.83% | 11.46% | 107.40% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBAT (iShares Energy Storage & Materials ETF) | 11/05/2012 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.37 | 100.14 | 19.83 | 11.46 | 107.40 | NA | NA | … | … | 50.03 | 32.06 | 5,691.79 | 109.76 | 310.00 | 25.00 | 0.00 | -71.43 | -15.15 |
| Sharpe Ratio | NA | 3.80 | 1.36 | 0.55 | 0.49 | NA | NA | … | … | 5.02 | 1.23 | 0.20 | 0.78 | 0.91 | 0.19 | 0.00 | -0.21 | -0.47 |
| Standard Deviation(%) | NA | 27.52 | 284.25 | 284.25 | 216.16 | NA | NA | … | … | 32.29 | 23.75 | 475.52 | 140.51 | 341.93 | 128.49 | 162.09 | 344.22 | 140.32 |
| Draw Down(%) | NA | 12.23 | 28.24 | 28.24 | 70.35 | NA | NA | … | … | 11.91 | 19.59 | 14.64 | 61.95 | 90.00 | 60.00 | 57.14 | 93.33 | 33.33 |
| Yield(%) | 0.00 | 1.51 | 0.82 | 0.49 | 210.67 | 25.54 | 19.15 | … | … | 0.00 | 1.50 | 1.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAT (iShares Energy Storage & Materials ETF) |
-67.07%
Apr 2013 – Apr 2016 |
20.75%
Feb 2013 – Feb 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAT (iShares Energy Storage & Materials ETF) |
1,579.19%
Jun 2021 – Jun 2024 |
321.31%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart