SCZ: iShares MSCI EAFE Small-Cap ETF (ETF)
Basic Info 61.25 0.28(0.46%) April 24
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/12/2007 |
| Last Dividend Date: | 12/20/2023 |
| 12-Mo. Yield | 2.99% |
| Expenses | 0.40% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/12/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -1.1 | 4.1 | -3.8 | 3.4 | 4.3 | 8.9 | 3.8 | 13.0 | -21.3 | 10.1 | 11.7 | 24.7 | -17.5 | 32.7 | 2.6 | 9.1 | -6.1 | 28.6 | 21.3 | -15.1 | 21.5 | 42.8 | -48.6 | -0.3 |
| Sharpe Ratio | NA | -0.92 | -0.02 | -0.4 | 0.08 | 0.18 | NA | 0.14 | 0.61 | -0.98 | 0.74 | 0.36 | 1.99 | -1.28 | 4.36 | 0.14 | 0.61 | -0.5 | 2.11 | 1.28 | -0.51 | 0.93 | 1.46 | -1.17 | -0.31 |
| Draw Down(%) | NA | 4.9 | 15.1 | 36.9 | 39.0 | 41.0 | NA | 61.9 | 15.1 | 33.6 | 9.7 | 39.0 | 8.2 | 26.4 | 2.6 | 12.5 | 11.8 | 16.1 | 10.3 | 15.8 | 26.3 | 19.3 | 26.3 | 57.6 | 5.4 |
| Standard Deviation(%) | NA | 12.2 | 13.6 | 17.4 | 20.3 | 17.3 | NA | 21.5 | 14.4 | 23.2 | 13.7 | 31.4 | 11.7 | 14.7 | 7.4 | 17.3 | 14.9 | 12.2 | 13.6 | 16.8 | 29.6 | 22.9 | 29.3 | 42.0 | 26.2 |
| Treynor Ratio | NA | -0.11 | 0.0 | -0.07 | 0.02 | 0.03 | NA | 0.03 | 0.09 | -0.22 | 0.11 | 0.12 | 0.24 | -0.18 | 0.39 | 0.03 | 0.09 | -0.06 | 0.28 | 0.22 | -0.14 | 0.2 | 0.39 | -0.47 | -0.1 |
| Alpha | NA | -0.06 | -0.02 | -0.03 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.05 | -0.01 | 0.04 | 0.02 | 0.03 | 0.03 | -0.02 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.03 | 0.24 |
| Beta | NA | 1.03 | 1.03 | 1.01 | 0.99 | 0.97 | NA | 1.02 | 1.01 | 1.04 | 0.91 | 0.98 | 0.96 | 1.03 | 0.82 | 0.87 | 0.99 | 0.94 | 1.02 | 0.98 | 1.09 | 1.06 | 1.09 | 1.06 | 0.84 |
| RSquared | NA | 0.91 | 0.91 | 0.91 | 0.92 | 0.9 | NA | 0.83 | 0.9 | 0.92 | 0.86 | 0.95 | 0.84 | 0.9 | 0.79 | 0.83 | 0.88 | 0.92 | 0.87 | 0.93 | 0.94 | 0.89 | 0.87 | 0.62 | 0.45 |
| Yield(%) | N/A | 0.0 | 3.0 | 2.3 | 2.8 | 2.9 | 5.4 | N/A | 3.2 | 1.5 | 3.2 | 1.7 | 4.2 | 2.4 | 3.1 | 2.8 | 2.2 | 2.4 | 2.9 | 3.7 | 2.7 | 3.3 | 3.2 | 1.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 63.4 | 7.1 | 23.7 | N/A | N/A | N/A | 63.4 | -48.1 | 107.7 | -52.5 | 42.2 | 0.0 | 9.2 | 36.9 | -15.6 | 0.0 | -7.6 | 15.8 | -5.0 | 46.3 | 15.5 | 1675.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2007
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