Find A Portfolio/Ticker
Comparison Box
IXUS: iShares Core MSCI Total International Stock ETF (ETF)
Basic Info 67.29 1.15(1.74%) May 02
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (3%) |
Start Date: | 10/22/2012 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.53% |
Expenses | 0.07% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
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(%) | 1.6 | 3.6 | 11.4 | 0.5 | 5.5 | 4.2 | 5.5 | 15.8 | -16.5 | 8.9 | 10.8 | 21.7 | -14.4 | 28.1 | 4.7 | -4.7 | -5.0 | 13.7 | 6.0 |
Sharpe Ratio | NA | 0.48 | 0.56 | -0.15 | 0.19 | 0.19 | 0.27 | 0.87 | -0.83 | 0.67 | 0.34 | 1.77 | -1.05 | 3.44 | 0.25 | -0.28 | -0.43 | 1.03 | 3.05 |
Draw Down(%) | NA | 4.3 | 12.2 | 30.0 | 35.3 | 36.2 | 36.2 | 12.2 | 28.9 | 7.0 | 35.3 | 8.2 | 23.0 | 2.4 | 11.8 | 18.3 | 13.9 | 11.2 | 4.4 |
Standard Deviation(%) | NA | 11.1 | 12.5 | 16.2 | 19.5 | 17.1 | 16.6 | 13.4 | 21.7 | 13.3 | 30.8 | 11.4 | 15.0 | 8.0 | 18.0 | 16.5 | 11.7 | 13.3 | 12.4 |
Treynor Ratio | NA | 0.05 | 0.07 | -0.02 | 0.04 | 0.03 | 0.04 | 0.12 | -0.18 | 0.09 | 0.11 | 0.19 | -0.14 | 0.27 | 0.04 | -0.05 | -0.05 | 0.14 | 0.53 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.06 |
Beta | NA | 1.02 | 1.02 | 0.99 | 0.99 | 1.01 | 1.0 | 1.01 | 0.99 | 1.0 | 0.99 | 1.04 | 1.1 | 1.02 | 1.01 | 1.04 | 1.01 | 0.97 | 0.72 |
RSquared | NA | 0.94 | 0.95 | 0.96 | 0.96 | 0.96 | 0.95 | 0.95 | 0.97 | 0.91 | 0.97 | 0.94 | 0.96 | 0.89 | 0.96 | 0.95 | 0.94 | 0.86 | 0.51 |
Yield(%) | N/A | 0.0 | 3.3 | 2.6 | 3.0 | 2.8 | N/A | 3.5 | 2.0 | 3.3 | 2.0 | 3.7 | 2.5 | 3.0 | 2.7 | 2.6 | 2.8 | 2.3 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 41.0 | 19.6 | 20.2 | N/A | N/A | 41.0 | -34.8 | 76.8 | -34.9 | 21.5 | 3.9 | 16.9 | -6.5 | -11.5 | 30.8 | 605.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (28%)