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IEFA: iShares Core MSCI EAFE ETF (ETF)
Basic Info 72.16 0.16(0.22%) April 24
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (3%) |
Start Date: | 10/22/2012 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.84% |
Expenses | 0.07% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 2.6 | 8.2 | 2.0 | 6.0 | 4.6 | 6.4 | 17.9 | -15.3 | 11.7 | 8.2 | 22.6 | -14.1 | 26.6 | 1.6 | 0.7 | -6.3 | 22.4 | 5.3 |
Sharpe Ratio | NA | -0.15 | 0.25 | -0.08 | 0.2 | 0.2 | 0.32 | 1.02 | -0.74 | 0.89 | 0.25 | 1.89 | -1.08 | 3.43 | 0.07 | 0.04 | -0.52 | 1.69 | 2.77 |
Draw Down(%) | NA | 4.9 | 11.9 | 30.4 | 34.5 | 34.8 | 34.8 | 11.9 | 29.2 | 7.3 | 34.5 | 8.0 | 22.7 | 2.1 | 12.5 | 15.8 | 14.1 | 10.1 | 4.5 |
Standard Deviation(%) | NA | 10.9 | 12.5 | 16.7 | 19.9 | 17.3 | 16.8 | 13.6 | 22.4 | 13.0 | 31.6 | 11.2 | 14.3 | 7.6 | 18.5 | 16.4 | 12.2 | 13.3 | 11.8 |
Treynor Ratio | NA | -0.02 | 0.03 | -0.01 | 0.04 | 0.03 | 0.05 | 0.13 | -0.16 | 0.12 | 0.08 | 0.2 | -0.15 | 0.26 | 0.01 | 0.01 | -0.06 | 0.22 | 0.37 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.03 |
Beta | NA | 1.03 | 1.03 | 1.03 | 1.02 | 1.03 | 1.03 | 1.03 | 1.03 | 1.01 | 1.02 | 1.04 | 1.05 | 1.0 | 1.04 | 1.05 | 1.06 | 1.03 | 0.88 |
RSquared | NA | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.97 | 0.98 | 0.96 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.85 |
Yield(%) | N/A | 0.0 | 3.3 | 2.8 | 3.2 | 3.0 | N/A | 3.6 | 2.2 | 3.6 | 2.0 | 3.8 | 2.9 | 3.1 | 3.0 | 2.6 | 2.9 | 2.6 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | 35.5 | 20.8 | 17.4 | N/A | N/A | 35.5 | -33.1 | 89.3 | -37.0 | 9.5 | 12.4 | 6.3 | 11.2 | -16.9 | 30.3 | 676.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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