Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACWX (iShares MSCI ACWI ex U.S. ETF) | 15.68% | 31.50% | 18.49% | 8.58% | 10.16% | 6.74% | NA | … | … |
Data as of 06/15/2026, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACWX (iShares MSCI ACWI ex U.S. ETF) | 03/31/2008 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.03 | 31.50 | 18.49 | 8.58 | 10.16 | 6.74 | NA | … | … | 15.68 | 32.59 | 5.17 | 15.64 | -16.07 | 7.70 | 10.29 | 21.03 | -13.94 | 27.22 | 4.54 | -5.81 | -5.06 | 14.80 | 15.91 | -14.04 | 10.37 | 36.37 | -38.91 |
| Sharpe Ratio | NA | 1.58 | 1.02 | 0.35 | 0.46 | NA | NA | … | … | 1.46 | 1.97 | 0.12 | 0.90 | -0.81 | 0.57 | 0.31 | 1.67 | -1.01 | 3.35 | 0.24 | -0.35 | -0.42 | 1.09 | 0.93 | -0.48 | 0.44 | 1.11 | -0.96 |
| Standard Deviation(%) | NA | 16.46 | 15.34 | 16.44 | 17.53 | NA | NA | … | … | 21.28 | 15.78 | 12.73 | 13.50 | 21.76 | 13.46 | 32.02 | 11.69 | 15.17 | 7.97 | 18.40 | 16.90 | 12.05 | 13.49 | 17.16 | 29.04 | 23.52 | 32.75 | 50.20 |
| Draw Down(%) | NA | 11.42 | 13.84 | 30.05 | 35.35 | NA | NA | … | … | 11.42 | 13.84 | 8.59 | 12.06 | 28.79 | 7.28 | 34.40 | 8.23 | 22.47 | 2.36 | 11.97 | 18.73 | 13.47 | 11.59 | 16.39 | 27.61 | 18.98 | 29.59 | 57.22 |
| Yield(%) | 0.00 | 3.16 | 2.76 | 2.42 | 3.53 | 2.93 | 2.09 | … | … | 1.25 | 3.64 | 3.08 | 3.30 | 2.18 | 2.85 | 2.00 | 3.78 | 2.20 | 2.96 | 2.88 | 2.33 | 2.99 | 2.94 | 1.84 | 2.55 | 2.39 | 2.65 | 0.01 |
Data as of 06/15/2026, Common starting date is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWX (iShares MSCI ACWI ex U.S. ETF) |
-3.97%
May 2008 – May 2011 |
-2.92%
May 2008 – May 2013 |
1.19%
May 2008 – May 2018 |
1.51%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWX (iShares MSCI ACWI ex U.S. ETF) |
22.60%
Feb 2009 – Feb 2012 |
16.91%
Feb 2009 – Feb 2014 |
10.37%
Feb 2016 – Feb 2026 |
8.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart