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IYT: iShares Transportation Average ETF (ETF)
Basic Info 65.82 0.84(1.26%) April 26
Asset Class: | Industrials |
MyPlanIQ Rating: | (94%) |
Start Date: | 10/10/2003 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.18% |
Expenses | 0.40% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/10/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.6 | 28.6 | 2.4 | 8.3 | 8.5 | 12.5 | 9.7 | 9.8 | 30.0 | -21.7 | 26.4 | 14.2 | 20.1 | -12.9 | 18.9 | 22.2 | -16.9 | 25.4 | 41.2 | 6.7 | -1.5 | 26.7 | 19.0 | -21.2 | 0.4 | 9.0 | 10.9 | 27.8 | 6.0 |
Sharpe Ratio | NA | -0.1 | 1.43 | 0.0 | 0.26 | 0.34 | NA | NA | 0.37 | 1.37 | -0.85 | 1.47 | 0.35 | 1.0 | -0.68 | 1.31 | 1.19 | -0.92 | 1.58 | 2.56 | 0.39 | -0.05 | 1.14 | 0.49 | -0.52 | -0.13 | 0.29 | 0.49 | 1.69 | 2.39 |
Draw Down(%) | NA | 6.8 | 19.6 | 29.1 | 40.8 | 41.3 | NA | NA | 60.4 | 19.6 | 29.1 | 12.4 | 40.8 | 12.0 | 25.0 | 8.3 | 12.2 | 19.1 | 11.1 | 8.5 | 9.1 | 28.2 | 18.2 | 42.0 | 44.7 | 19.7 | 17.1 | 12.4 | 10.5 | 4.8 |
Standard Deviation(%) | NA | 17.6 | 17.4 | 21.7 | 26.0 | 22.2 | NA | NA | 23.9 | 19.0 | 27.4 | 17.9 | 40.1 | 18.6 | 20.8 | 14.0 | 18.5 | 18.5 | 16.0 | 16.1 | 17.2 | 28.7 | 23.3 | 38.6 | 42.6 | 20.9 | 19.8 | 17.7 | 15.9 | 12.3 |
Treynor Ratio | NA | -0.01 | 0.23 | 0.0 | 0.07 | 0.07 | NA | NA | 0.09 | 0.25 | -0.21 | 0.27 | 0.14 | 0.17 | -0.14 | 0.15 | 0.2 | -0.16 | 0.24 | 0.37 | 0.07 | -0.02 | 0.27 | 0.18 | -0.24 | -0.02 | 0.04 | 0.07 | 0.0 | 0.0 |
Alpha | NA | -0.1 | -0.01 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.03 | -0.06 | 0.02 | 0.01 | -0.04 | 0.01 | -0.02 | 0.0 | -0.06 | 0.06 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | 0.1 | -0.05 | -0.03 | 0.0 | NA | NA |
Beta | NA | 1.22 | 1.07 | 1.06 | 1.01 | 1.02 | NA | NA | 1.01 | 1.03 | 1.08 | 0.98 | 0.97 | 1.09 | 1.01 | 1.23 | 1.09 | 1.04 | 1.04 | 1.1 | 0.95 | 0.97 | 0.98 | 1.04 | 0.94 | 1.06 | 1.33 | 1.24 | NA | NA |
RSquared | NA | 0.73 | 0.72 | 0.79 | 0.86 | 0.84 | NA | NA | 0.81 | 0.71 | 0.84 | 0.8 | 0.93 | 0.82 | 0.82 | 0.7 | 0.81 | 0.8 | 0.82 | 0.82 | 0.74 | 0.93 | 0.89 | 0.84 | 0.84 | 0.73 | 0.75 | 0.66 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 4.8 | 2.2 | 2.3 | 2.3 | 4.6 | 3.7 | N/A | 6.2 | 1.1 | 1.0 | 1.0 | 1.5 | 1.1 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.2 | 1.5 | 1.4 | 1.7 | 1.0 | 1.1 | 0.5 | 0.7 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -98.6 | 85.1 | 162.9 | 159.9 | 250.6 | N/A | N/A | N/A | 341.0 | 40.8 | 3.9 | -18.7 | 13.5 | 25.4 | 12.7 | -9.2 | 51.8 | 0.9 | 7.6 | -22.8 | 27.1 | -5.3 | 36.1 | -8.8 | 122.0 | -6.8 | 57.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/2003
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