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IWN: iShares Russell 2000 Value (ETF)


Basic Info     160.44 0.84(0.52%) September 16

Asset Class:SMALL VALUE
MyPlanIQ Rating: (100%)
Start Date:07/28/2000
Last Dividend Date:03/25/2021
12-Mo. Yield 1.01%
Expenses 0.25%
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Performance Analytics (As of 09/16/2021)

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Last 1 Week* YTD*(2021) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
AR(%) -0.9 22.1 55.1 7.9 11.4 12.3 7.3 9.6 4.7 22.0 -13.0 7.7 32.0 -7.7 4.1 34.3 18.0 -5.8 24.7 20.6 -28.7 -10.3 23.5 4.4 22.1 46.4 -11.4 12.9 13.8
SR NA 1.45 2.37 0.23 0.42 0.55 NA 0.36 0.1 1.32 -0.89 0.57 1.79 -0.5 0.29 2.41 1.13 -0.19 0.97 0.55 -0.61 -0.61 1.2 0.14 1.31 2.61 -0.51 0.58 1.98
DD(%) NA 12.1 12.1 45.6 46.1 46.1 NA 61.5 44.6 11.6 24.9 6.7 12.7 15.0 12.4 6.0 11.8 28.6 22.0 36.9 48.7 18.8 12.0 10.2 11.4 12.5 34.1 19.4 8.8
SD(%) NA 23.0 25.0 31.0 25.5 22.0 NA 24.2 46.3 15.6 16.1 12.5 17.6 15.6 14.3 14.2 16.1 31.6 25.4 37.5 48.5 22.0 16.9 15.3 16.2 17.5 24.3 18.5 15.9
TR NA 0.3 0.52 0.07 0.1 0.12 NA 0.09 0.04 0.19 -0.14 0.06 0.3 -0.08 0.04 0.33 0.18 -0.06 0.23 0.22 -0.29 -0.12 0.17 0.02 0.2 0.44 -0.13 0.14 0.48
Alpha(%) NA 0.0 -0.01 0.0 0.0 0.0 NA 0.0 0.0 -0.01 0.0 -0.02 0.02 -0.01 -0.02 -0.01 0.0 -0.01 0.0 -0.03 0.03 -0.01 0.01 -0.01 -0.01 0.02 0.01 0.01 0.02
Beta(%) NA 1.11 1.14 1.04 1.05 1.04 NA 1.01 1.03 1.06 1.01 1.14 1.04 1.0 1.02 1.05 1.02 1.02 1.05 0.94 1.03 1.12 1.17 1.03 1.09 1.03 0.94 0.79 0.65
RS NA 0.9 0.94 0.97 0.96 0.96 NA 0.95 0.98 0.96 0.97 0.94 0.96 0.95 0.92 0.96 0.98 0.99 0.99 0.97 0.98 0.94 0.93 0.93 0.93 0.91 0.93 0.86 0.7

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000

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