Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVAL (iShares US Small Cap Value Factor ETF) | 17.94% | 38.09% | 17.16% | 7.73% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVAL (iShares US Small Cap Value Factor ETF) | 10/30/2020 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 38.09 | 17.16 | 7.73 | NA | NA | NA | … | … | 17.94 | 8.24 | 7.54 | 12.27 | -10.13 | 33.17 | 28.86 |
| Sharpe Ratio | NA | 2.03 | 0.69 | 0.22 | NA | NA | NA | … | … | 3.00 | 0.24 | 0.17 | 0.39 | -0.50 | 1.38 | 9.80 |
| Standard Deviation(%) | NA | 17.83 | 21.50 | 22.29 | NA | NA | NA | … | … | 17.06 | 22.53 | 22.89 | 22.40 | 23.44 | 23.97 | 36.52 |
| Draw Down(%) | NA | 8.95 | 27.44 | 27.44 | NA | NA | NA | … | … | 8.95 | 21.32 | 11.04 | 21.69 | 20.49 | 13.52 | 5.72 |
| Yield(%) | 0.35 | 2.92 | 2.54 | 2.19 | 1.96 | 1.30 | 0.98 | … | … | 0.75 | 2.49 | 1.92 | 2.48 | 1.82 | 3.07 | 0.36 |
Data as of 06/17/2026, Common starting date is 10/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAL (iShares US Small Cap Value Factor ETF) |
-0.38%
Apr 2021 – Apr 2024 |
5.64%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVAL (iShares US Small Cap Value Factor ETF) |
20.02%
May 2023 – May 2026 |
10.88%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart