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IWZ: iShares Russell 3000 Growth Index (ETF)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2000 |
Last Dividend Date: | 03/25/2014 |
12-Mo. Yield | 0.00% |
Expenses | 0.25% |
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Performance Analytics (As of 06/11/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/31/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 23.4 | 17.2 | 18.3 | 7.8 | 1.8 | 4.7 | 34.0 | 15.0 | 1.9 | 17.4 | 36.8 | -38.9 | 10.5 | 9.1 | 5.1 | 6.4 | 30.6 | -28.0 | -20.7 | -21.0 |
Sharpe Ratio | NA | 1.96 | 1.01 | 1.09 | 0.35 | 0.03 | 0.87 | 3.02 | 1.13 | 0.08 | 0.98 | 1.51 | -1.09 | 0.47 | 0.51 | 0.27 | 0.44 | 1.62 | -1.01 | -0.71 | -1.31 |
Draw Down(%) | NA | 5.7 | 19.2 | 19.2 | 52.1 | 63.8 | 5.7 | 5.9 | 10.0 | 19.2 | 15.5 | 21.8 | 48.9 | 9.1 | 10.0 | 7.4 | 12.0 | 12.1 | 37.0 | 41.1 | 31.4 |
Standard Deviation(%) | NA | 11.9 | 17.1 | 16.8 | 19.6 | 21.9 | 12.7 | 11.2 | 13.3 | 23.9 | 17.6 | 24.3 | 36.4 | 16.1 | 11.4 | 10.7 | 12.4 | 18.4 | 28.9 | 32.8 | 36.1 |
Treynor Ratio | NA | 0.26 | 0.19 | 0.2 | 0.07 | 0.01 | 0.13 | 0.37 | 0.17 | 0.02 | 0.19 | 0.38 | -0.42 | 0.08 | 0.07 | 0.03 | 0.07 | 0.34 | -0.35 | -0.3 | -0.79 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.02 | 0.0 | 0.03 | -0.02 | 0.0 | 0.02 | 0.01 | 0.03 | -0.08 |
Beta | NA | 0.89 | 0.89 | 0.89 | 0.92 | 0.85 | 0.85 | 0.91 | 0.89 | 0.89 | 0.9 | 0.97 | 0.95 | 0.91 | 0.83 | 0.83 | 0.77 | 0.89 | 0.83 | 0.79 | 0.6 |
RSquared | NA | 0.95 | 0.97 | 0.96 | 0.94 | 0.83 | 0.95 | 0.95 | 0.95 | 0.98 | 0.97 | 0.96 | 0.95 | 0.87 | 0.9 | 0.84 | 0.82 | 0.86 | 0.83 | 0.72 | 0.41 |
Yield(%) | N/A | 1.4 | 1.7 | 2.0 | 1.3 | N/A | 0.3 | 1.6 | 1.7 | 1.3 | 1.3 | 1.7 | 0.5 | 0.2 | 0.7 | 0.9 | 1.1 | 1.0 | 0.6 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -2.3 | 65.7 | 142.0 | N/A | N/A | -76.7 | 3.6 | 33.9 | 14.8 | 1.9 | 140.9 | 100.0 | -62.1 | -17.1 | -12.5 | 29.0 | 29.2 | 60.0 | 400.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2000
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