Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFG (iShares MSCI EAFE Growth ETF) | 8.64% | 14.54% | 10.24% | 4.21% | 8.52% | 6.82% | 5.70% | … | … |
Data as of 06/16/2026, Common starting date is 08/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFG (iShares MSCI EAFE Growth ETF) | 08/05/2005 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.26 | 14.54 | 10.24 | 4.21 | 8.52 | 6.82 | 5.70 | … | … | 8.64 | 20.70 | 1.53 | 17.55 | -23.12 | 11.00 | 17.84 | 27.46 | -12.91 | 28.88 | -3.09 | 3.72 | -5.89 | 21.58 | 18.35 | -12.91 | 13.05 | 24.20 | -40.20 | 14.99 | 21.78 | 10.98 |
| Sharpe Ratio | NA | 0.59 | 0.45 | 0.09 | 0.37 | NA | NA | … | … | 0.76 | 1.08 | -0.14 | 0.99 | -0.99 | 0.79 | 0.60 | 2.31 | -0.98 | 3.74 | -0.20 | 0.23 | -0.49 | 1.65 | 1.09 | -0.44 | 0.55 | 0.83 | -0.90 | 0.63 | 1.25 | 2.41 |
| Standard Deviation(%) | NA | 17.98 | 16.95 | 18.25 | 17.81 | NA | NA | … | … | 22.86 | 17.71 | 14.61 | 14.11 | 24.87 | 13.96 | 29.24 | 11.23 | 14.65 | 7.58 | 16.96 | 15.93 | 12.09 | 13.02 | 16.94 | 29.32 | 23.42 | 28.98 | 45.42 | 18.77 | 14.79 | 11.06 |
| Draw Down(%) | NA | 12.78 | 16.87 | 35.78 | 35.78 | NA | NA | … | … | 12.78 | 15.54 | 10.36 | 15.26 | 34.28 | 7.80 | 29.88 | 6.47 | 20.72 | 3.14 | 11.42 | 14.92 | 13.53 | 9.78 | 15.65 | 25.80 | 18.82 | 27.12 | 53.54 | 12.13 | 16.38 | 5.20 |
| Yield(%) | 0.00 | 2.62 | 1.76 | 1.45 | 2.34 | 2.40 | 2.29 | … | … | 0.00 | 2.98 | 1.66 | 1.87 | 0.96 | 1.67 | 0.99 | 2.13 | 1.69 | 1.97 | 2.12 | 1.79 | 2.20 | 2.18 | 2.56 | 2.10 | 1.92 | 2.51 | 1.71 | 1.06 | 1.18 | 0.45 |
Data as of 06/16/2026, Common starting date is 08/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFG (iShares MSCI EAFE Growth ETF) |
-14.09%
Feb 2006 – Feb 2009 |
-5.61%
May 2007 – May 2012 |
1.36%
Dec 2006 – Dec 2016 |
1.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFG (iShares MSCI EAFE Growth ETF) |
20.02%
Feb 2009 – Feb 2012 |
17.35%
Feb 2009 – Feb 2014 |
10.01%
Feb 2009 – Feb 2019 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart