Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) | 5.69% | 21.80% | 21.28% | 13.58% | 15.91% | 14.86% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWL (iShares Russell Top 200 ETF) | 09/28/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.94 | 21.80 | 21.28 | 13.58 | 15.91 | 14.86 | NA | … | … | 5.69 | 19.09 | 27.12 | 29.78 | -19.89 | 27.79 | 22.10 | 31.65 | -3.28 | 22.39 | 10.08 | 1.73 | 14.38 | 31.83 | 15.57 | 3.02 | 11.27 | 6.18 |
| Sharpe Ratio | NA | 1.87 | 1.26 | 0.67 | 0.80 | NA | NA | … | … | 1.11 | 0.86 | 1.77 | 2.01 | -0.87 | 2.13 | 0.64 | 2.35 | -0.27 | 3.27 | 0.77 | 0.11 | 1.32 | 3.07 | 1.27 | 0.13 | 0.71 | 1.90 |
| Standard Deviation(%) | NA | 12.54 | 15.23 | 17.19 | 18.14 | NA | NA | … | … | 14.21 | 18.93 | 13.30 | 13.12 | 24.53 | 13.06 | 34.06 | 12.84 | 17.11 | 6.67 | 12.89 | 14.84 | 10.88 | 10.35 | 12.27 | 22.18 | 15.82 | 13.56 |
| Draw Down(%) | NA | 9.83 | 19.15 | 25.64 | 32.71 | NA | NA | … | … | 9.83 | 19.15 | 9.04 | 9.06 | 25.64 | 5.43 | 32.71 | 7.04 | 19.31 | 2.47 | 10.25 | 11.94 | 7.38 | 5.20 | 9.41 | 17.90 | 15.36 | 5.01 |
| Yield(%) | 0.00 | 1.03 | 1.36 | 1.44 | 2.70 | 3.88 | 3.56 | … | … | 0.21 | 1.07 | 1.32 | 1.67 | 1.20 | 1.43 | 1.55 | 2.52 | 1.83 | 1.51 | 1.65 | 2.15 | 1.91 | 2.30 | 4.07 | 1.90 | 1.78 | 0.62 |
Data as of 06/10/2026, Common starting date is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) |
6.44%
Mar 2017 – Mar 2020 |
7.59%
Mar 2015 – Mar 2020 |
10.74%
Mar 2010 – Mar 2020 |
13.27%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWL (iShares Russell Top 200 ETF) |
27.12%
Dec 2018 – Dec 2021 |
19.91%
Oct 2016 – Oct 2021 |
16.85%
Dec 2011 – Dec 2021 |
15.43%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart