Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISCB (iShares Morningstar Small-Cap ETF) | 10.01% | 25.29% | 14.96% | 5.28% | 25.86% | 20.58% | 16.59% | … | … |
Data as of 06/10/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCB (iShares Morningstar Small-Cap ETF) | 07/14/2004 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 25.29 | 14.96 | 5.28 | 25.86 | 20.58 | 16.59 | … | … | 10.01 | 12.47 | 10.88 | 19.52 | -19.04 | 17.46 | 325.15 | 30.96 | -13.01 | 14.18 | 25.20 | -5.44 | 9.30 | 37.01 | 15.87 | -4.29 | 28.74 | 41.18 | -35.86 | -5.29 | 21.55 | 6.46 | 17.52 |
| Sharpe Ratio | NA | 1.54 | 0.67 | 0.14 | 0.49 | NA | NA | … | … | 1.31 | 0.43 | 0.40 | 0.82 | -0.75 | 0.90 | 2.23 | 1.99 | -0.91 | 1.23 | 1.50 | -0.34 | 0.65 | 2.68 | 1.00 | -0.14 | 1.23 | 1.15 | -0.84 | -0.43 | 1.10 | 0.28 | 2.70 |
| Standard Deviation(%) | NA | 16.63 | 19.61 | 21.40 | 49.22 | NA | NA | … | … | 17.02 | 22.31 | 18.38 | 19.45 | 27.52 | 19.41 | 144.61 | 14.80 | 15.90 | 11.02 | 16.71 | 16.16 | 14.33 | 13.77 | 15.91 | 31.31 | 23.38 | 35.60 | 43.62 | 19.57 | 16.53 | 15.20 | 14.64 |
| Draw Down(%) | NA | 9.39 | 26.22 | 29.94 | 43.78 | NA | NA | … | … | 9.39 | 23.41 | 8.89 | 17.54 | 25.77 | 11.31 | 43.78 | 7.58 | 24.32 | 5.69 | 11.41 | 15.34 | 11.95 | 6.68 | 12.25 | 30.20 | 19.35 | 31.83 | 53.78 | 17.37 | 13.36 | 10.81 | 7.56 |
| Yield(%) | 0.00 | 1.59 | 1.57 | 1.34 | 3.12 | 3.96 | 3.97 | … | … | 0.28 | 1.53 | 1.44 | 1.76 | 1.29 | 0.60 | 5.29 | 2.91 | 2.42 | 2.48 | 3.26 | 2.03 | 2.01 | 1.14 | 2.07 | 1.77 | 2.11 | 2.23 | 1.26 | 1.40 | 1.31 | 1.19 | 0.55 |
Data as of 06/10/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCB (iShares Morningstar Small-Cap ETF) |
-18.32%
Feb 2006 – Feb 2009 |
-0.07%
May 2007 – May 2012 |
6.15%
Jan 2006 – Jan 2016 |
9.01%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCB (iShares Morningstar Small-Cap ETF) |
87.01%
Dec 2018 – Dec 2021 |
51.60%
Feb 2016 – Feb 2021 |
31.11%
Sep 2011 – Sep 2021 |
24.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart