IWF: iShares Russell 1000 Growth ETF (ETF)
Basic Info 337.92 1.39(0.41%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/26/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.61% |
Expenses | 0.19% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 11.8 | 44.4 | 13.3 | 18.6 | 15.8 | 17.5 | 11.7 | 7.5 | 42.3 | -29.3 | 27.4 | 38.3 | 35.9 | -1.7 | 30.0 | 7.0 | 5.5 | 12.8 | 33.1 | 15.2 | 2.3 | 16.5 | 36.7 | -38.2 | 11.5 | 8.9 | 4.7 | 6.2 | 30.1 | -28.1 | -20.8 | -17.1 |
Sharpe Ratio | NA | 3.6 | 2.67 | 0.5 | 0.71 | 0.74 | NA | NA | 0.3 | 2.42 | -1.01 | 1.63 | 1.07 | 2.4 | -0.15 | 3.93 | 0.51 | 0.35 | 1.05 | 2.98 | 1.16 | 0.1 | 0.95 | 1.53 | -1.05 | 0.55 | 0.52 | 0.25 | 0.43 | 1.62 | -1.05 | -0.74 | -1.02 |
Draw Down(%) | NA | 2.9 | 9.8 | 32.7 | 32.7 | 32.7 | NA | NA | 64.2 | 9.8 | 32.3 | 9.7 | 31.5 | 7.9 | 21.9 | 2.4 | 11.2 | 11.7 | 7.3 | 6.2 | 9.8 | 18.3 | 15.4 | 21.6 | 48.1 | 8.8 | 9.3 | 7.5 | 11.2 | 12.8 | 36.5 | 40.9 | 32.3 |
Standard Deviation(%) | NA | 15.6 | 14.7 | 21.7 | 24.2 | 19.9 | NA | NA | 20.9 | 15.9 | 30.5 | 16.9 | 35.3 | 14.4 | 19.7 | 7.5 | 13.3 | 15.6 | 12.2 | 11.1 | 13.2 | 23.2 | 17.3 | 23.9 | 37.3 | 15.4 | 10.9 | 10.3 | 12.1 | 18.2 | 27.8 | 32.0 | 30.4 |
Treynor Ratio | NA | 0.68 | 0.48 | 0.14 | 0.2 | 0.17 | NA | NA | 0.07 | 0.47 | -0.38 | 0.37 | 0.39 | 0.52 | -0.03 | 0.35 | 0.08 | 0.06 | 0.15 | 0.37 | 0.17 | 0.03 | 0.18 | 0.39 | -0.4 | 0.1 | 0.07 | 0.03 | 0.07 | 0.33 | -0.34 | -0.27 | -0.41 |
Alpha | NA | 0.01 | 0.01 | 0.03 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.02 | 0.06 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.02 | 0.04 | -0.06 |
Beta | NA | 0.83 | 0.82 | 0.8 | 0.84 | 0.86 | NA | NA | 0.87 | 0.82 | 0.81 | 0.74 | 0.97 | 0.66 | 0.93 | 0.84 | 0.88 | 0.95 | 0.88 | 0.9 | 0.88 | 0.87 | 0.89 | 0.95 | 0.97 | 0.89 | 0.79 | 0.8 | 0.78 | 0.9 | 0.85 | 0.88 | 0.76 |
RSquared | NA | 0.96 | 0.96 | 0.95 | 0.92 | 0.93 | NA | NA | 0.93 | 0.96 | 0.96 | 0.88 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 0.98 | 0.96 | 0.95 | 0.95 | 0.98 | 0.98 | 0.95 | 0.95 | 0.9 | 0.88 | 0.84 | 0.87 | 0.91 | 0.93 | 0.94 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.28% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 1.12% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.13% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.42% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.09% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.85% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.96% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.29% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.09% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.22% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.33% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.22% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.41% (99%)
- QQQQ (PowerShares QQQ) 0.34% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.37% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.22% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.91% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.21% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.13% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.22% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.05% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.0% (98%)
- GAM (General American Investors Closed Fund) 0.85% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 2.60% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.58% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.78% (22%)