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IWY: iShares Russell Top 200 Growth ETF (ETF)
Basic Info 189.35 2.63(1.41%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (25%) |
Start Date: | 09/28/2009 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.46% |
Expenses | 0.20% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/28/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 8.2 | 36.2 | 10.3 | 18.2 | 16.6 | 16.4 | 46.5 | -29.9 | 31.1 | 39.0 | 36.2 | -0.7 | 31.7 | 6.8 | 7.9 | 13.4 | 32.4 | 14.7 | 4.6 | 12.0 | 8.9 |
Sharpe Ratio | NA | 1.61 | 2.32 | 0.37 | 0.69 | 0.79 | 0.84 | 2.62 | -1.04 | 1.84 | 1.11 | 2.43 | -0.1 | 4.08 | 0.51 | 0.5 | 1.15 | 2.97 | 1.16 | 0.21 | 0.73 | 2.71 |
Draw Down(%) | NA | 6.7 | 9.2 | 32.7 | 32.7 | 32.7 | 32.7 | 9.2 | 32.5 | 8.8 | 30.8 | 8.2 | 22.1 | 2.4 | 10.2 | 12.4 | 6.8 | 6.1 | 9.3 | 15.8 | 15.5 | 4.2 |
Standard Deviation(%) | NA | 16.4 | 15.5 | 21.8 | 24.1 | 19.9 | 18.7 | 16.3 | 30.3 | 16.8 | 34.8 | 14.3 | 20.3 | 7.6 | 13.1 | 15.9 | 11.6 | 10.9 | 12.7 | 21.7 | 16.4 | 14.2 |
Treynor Ratio | NA | 0.31 | 0.43 | 0.1 | 0.2 | 0.19 | 0.19 | 0.51 | -0.39 | 0.44 | 0.41 | 0.53 | -0.02 | 0.37 | 0.08 | 0.08 | 0.16 | 0.38 | 0.18 | 0.06 | 0.15 | 0.69 |
Alpha | NA | 0.01 | 0.02 | 0.04 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.07 | -0.04 | 0.02 | -0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.08 |
Beta | NA | 0.85 | 0.85 | 0.8 | 0.85 | 0.85 | 0.84 | 0.83 | 0.8 | 0.71 | 0.95 | 0.65 | 0.95 | 0.84 | 0.86 | 0.96 | 0.82 | 0.86 | 0.83 | 0.8 | 0.8 | 0.56 |
RSquared | NA | 0.96 | 0.94 | 0.92 | 0.93 | 0.91 | 0.91 | 0.94 | 0.94 | 0.82 | 0.95 | 0.69 | 0.97 | 0.89 | 0.93 | 0.95 | 0.91 | 0.9 | 0.9 | 0.95 | 0.89 | 0.47 |
Yield(%) | N/A | 0.1 | 0.8 | 0.7 | 1.2 | 2.1 | N/A | 1.0 | 0.6 | 0.7 | 1.0 | 1.4 | 1.3 | 1.6 | 1.6 | 1.7 | 1.6 | 2.0 | 2.0 | 1.6 | 1.4 | 0.4 |
Dividend Growth(%) | N/A | -79.0 | 6.4 | 7.1 | 17.1 | N/A | N/A | 12.3 | 20.5 | -7.4 | -7.8 | 8.4 | 3.3 | 7.0 | 1.2 | 16.4 | 2.8 | 12.7 | 31.2 | 26.3 | 245.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2009
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