QUAL: iShares MSCI USA Quality Factor ETF (STOCK)

Asset Class:	EQUITY
MyPlanIQ Rating:	Not Rated
Start Date:	07/18/2013
Last Dividend Date:	03/21/2024
12-Mo. Yield	0.86%
Expenses	-
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	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 07/18/2013	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Annualized Return(%)	0.1	8.4	30.1	8.9	13.4	12.7	13.1	30.9	-20.5	26.9	17.0	33.9	-5.7	22.3	9.2	5.4	11.7	13.5
Sharpe Ratio	NA	1.78	2.12	0.36	0.54	0.65	0.69	1.94	-0.85	2.0	0.5	2.49	-0.42	3.43	0.72	0.35	1.0	3.38
Draw Down(%)	NA	6.6	8.4	28.2	34.1	34.1	34.1	8.4	27.9	7.4	34.1	6.9	20.5	2.8	8.7	11.5	6.6	4.0
Standard Deviation(%)	NA	13.0	12.4	18.5	21.7	17.9	17.5	13.8	25.8	13.5	33.8	13.0	16.8	6.3	12.4	15.7	11.7	9.4
Treynor Ratio	NA	0.23	0.27	0.07	0.12	0.12	0.12	0.27	-0.21	0.29	0.18	0.32	-0.07	0.26	0.1	0.05	0.12	0.38
Alpha	NA	0.01	0.01	0.01	0.0	0.0	0.0	0.02	0.0	0.01	-0.01	0.01	0.0	0.02	-0.01	0.02	0.0	0.03
Beta	NA	1.02	0.98	1.01	0.98	0.97	0.97	0.99	1.02	0.93	0.96	1.01	0.98	0.84	0.9	1.0	0.95	0.84
RSquared	NA	0.92	0.91	0.96	0.96	0.96	0.96	0.94	0.98	0.9	0.98	0.97	0.97	0.87	0.96	0.95	0.92	0.84
Yield(%)	N/A	0.3	1.5	1.4	1.9	2.6	N/A	1.6	1.2	1.5	1.6	2.1	1.8	2.1	2.1	1.7	1.5	0.7
Dividend Growth(%)	N/A	-79.6	0.6	5.5	35.1	N/A	N/A	0.0	3.4	8.0	0.6	4.5	5.5	7.4	30.8	25.3	130.6	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2013

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