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KLD: iShares MSCI USA ESG Select ETF (ETF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/31/2005 |
Last Dividend Date: | 09/26/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.50% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/31/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.7 | 3.5 | 8.6 | 6.6 | -9.5 | 19.4 | 12.1 | -1.8 | 13.6 | 31.2 | 9.7 | 1.7 | 13.9 | 30.4 | -35.8 | 4.3 | 12.8 | 6.9 |
Sharpe Ratio | NA | -0.2 | 0.4 | 0.49 | 0.37 | 0.31 | -0.25 | 2.82 | 0.9 | -0.12 | 1.27 | 2.87 | 0.78 | 0.07 | 0.77 | 1.17 | -1.04 | 0.09 | 0.97 | 0.56 |
Draw Down(%) | NA | 23.6 | 23.6 | 23.6 | 45.2 | 53.9 | 23.6 | 2.2 | 9.6 | 12.3 | 6.9 | 5.9 | 11.5 | 18.5 | 15.4 | 25.7 | 45.9 | 10.4 | 6.7 | 6.2 |
Standard Deviation(%) | NA | 36.1 | 18.6 | 16.0 | 20.3 | 18.6 | 51.0 | 7.4 | 13.2 | 15.0 | 10.8 | 10.8 | 12.5 | 22.6 | 17.8 | 25.8 | 35.3 | 15.0 | 9.9 | 9.5 |
Treynor Ratio | NA | -0.05 | 0.07 | 0.08 | 0.08 | 0.06 | -0.09 | 0.21 | 0.12 | -0.02 | 0.15 | 0.34 | 0.11 | 0.02 | 0.14 | 0.33 | -0.45 | 0.01 | 0.1 | 0.07 |
Alpha | NA | -0.27 | -0.04 | -0.02 | -0.01 | -0.01 | -0.51 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | -0.03 | -0.01 | -0.01 | 0.0 |
Beta | NA | 1.35 | 1.04 | 0.99 | 0.9 | 0.89 | 1.4 | 1.0 | 0.97 | 0.94 | 0.9 | 0.92 | 0.9 | 0.91 | 0.96 | 0.93 | 0.82 | 0.92 | 0.94 | 0.81 |
RSquared | NA | 0.33 | 0.55 | 0.66 | 0.85 | 0.86 | 0.34 | 0.88 | 0.94 | 0.94 | 0.93 | 0.89 | 0.86 | 0.9 | 0.97 | 0.97 | 0.9 | 0.95 | 0.93 | 0.77 |
Yield(%) | N/A | 0.4 | 1.3 | 1.5 | 1.9 | N/A | 0.0 | 1.2 | 1.7 | 1.4 | 1.4 | 1.6 | 1.9 | 1.4 | 1.7 | 2.0 | 1.5 | 1.3 | 1.6 | 1.2 |
Dividend Growth(%) | N/A | -66.7 | -2.2 | 22.5 | N/A | N/A | -100.0 | -23.1 | 20.2 | 14.4 | 4.0 | -4.8 | 31.2 | -2.4 | 2.5 | -9.1 | 14.3 | -13.5 | 45.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2005
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