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IGW: iShares S&P North Amer Tech-Semicondctrs (ETF)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/18/2001 |
Last Dividend Date: | 06/21/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 10/14/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/18/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 5.5 | -9.9 | -2.4 | -3.5 | -1.7 | 74.9 | -51.8 | -2.6 | 0.1 | 13.3 | -14.3 | 80.9 | -47.8 | -3.1 |
Sharpe Ratio | NA | 0.19 | -0.27 | -0.12 | -0.13 | -0.07 | 1.98 | -1.15 | -0.27 | -0.14 | 0.54 | -0.5 | 2.14 | -0.81 | -0.14 |
Draw Down(%) | NA | 23.1 | 65.9 | 67.0 | 70.5 | 23.1 | 18.4 | 60.6 | 20.4 | 25.7 | 14.7 | 37.5 | 20.1 | 65.9 | 42.6 |
Standard Deviation(%) | NA | 29.3 | 38.7 | 33.2 | 37.8 | 30.3 | 37.7 | 45.8 | 21.3 | 23.8 | 20.5 | 30.2 | 37.5 | 60.1 | 58.9 |
Treynor Ratio | NA | 0.04 | -0.09 | -0.03 | -0.04 | -0.02 | 0.62 | -0.51 | -0.06 | -0.02 | 0.08 | -0.11 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.06 | -0.09 | -0.09 | -0.03 | -0.03 | 0.0 | -0.05 | -0.06 | -0.04 | 0.04 | -0.05 | NA | NA | NA |
Beta | NA | 1.31 | 1.11 | 1.13 | 1.16 | 1.29 | 1.2 | 1.03 | 1.02 | 1.37 | 1.37 | 1.44 | NA | NA | NA |
RSquared | NA | 0.84 | 0.82 | 0.81 | 0.4 | 0.86 | 0.8 | 0.84 | 0.72 | 0.82 | 0.79 | 0.79 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.0 | 0.5 | 0.4 | N/A | 0.4 | 1.2 | 0.7 | 0.3 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 15.8 | 220.0 | N/A | N/A | -37.1 | -10.3 | 129.4 | 70.0 | 233.3 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2001
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