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SMMD: iShares Russell 2500 ETF (STOCK)
Basic Info 62.74 0.7(1.13%) May 03
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2017 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.05% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 2.2 | 19.7 | 0.0 | 8.1 | 7.0 | 17.7 | -18.5 | 18.3 | 20.0 | 28.0 | -10.5 | 16.7 |
Sharpe Ratio | NA | 0.17 | 0.92 | -0.11 | 0.25 | 0.34 | 0.74 | -0.74 | 0.97 | 0.49 | 1.88 | -0.67 | 3.2 |
Draw Down(%) | NA | 8.0 | 16.0 | 28.2 | 41.1 | 41.1 | 16.0 | 24.7 | 10.2 | 41.1 | 7.9 | 25.1 | 4.3 |
Standard Deviation(%) | NA | 16.4 | 17.2 | 21.3 | 25.4 | 23.2 | 18.5 | 27.0 | 18.9 | 39.9 | 14.2 | 17.7 | 11.4 |
Treynor Ratio | NA | 0.02 | 0.13 | -0.02 | 0.06 | 0.08 | 0.12 | -0.19 | 0.16 | 0.19 | 0.25 | -0.16 | 0.81 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.01 | 0.09 |
Beta | NA | 1.29 | 1.25 | 1.08 | 1.07 | 1.03 | 1.16 | 1.03 | 1.15 | 1.05 | 1.06 | 0.73 | 0.45 |
RSquared | NA | 0.9 | 0.9 | 0.92 | 0.93 | 0.86 | 0.91 | 0.96 | 0.82 | 0.95 | 0.92 | 0.45 | 0.07 |
Yield(%) | N/A | 0.3 | 1.6 | 1.3 | 1.8 | N/A | 1.7 | 1.4 | 1.3 | 1.6 | 1.9 | 2.2 | 0.8 |
Dividend Growth(%) | N/A | -82.0 | -13.1 | N/A | N/A | N/A | -7.3 | 28.0 | 0.0 | 4.2 | -23.4 | 224.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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