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BKF: iShares MSCI BRIC (ETF)
Basic Info 34.88 0.4(1.16%) March 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/16/2007 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.81% |
| Expenses | 0.68% |
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Performance Analytics (As of 03/24/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.3 | 1.6 | -8.0 | 2.0 | -3.2 | 1.3 | -0.1 | -1.2 | -20.2 | -11.8 | 16.5 | 22.9 | -13.8 | 41.8 | 11.0 | -14.0 | -4.3 | -5.3 | 15.3 | -24.7 | 9.1 | 85.5 | -57.2 | 2.1 |
| SR | NA | -0.6 | -0.48 | 0.04 | -0.18 | 0.02 | NA | -0.06 | -0.72 | -0.54 | 0.5 | 1.31 | -0.69 | 2.99 | 0.48 | -0.58 | -0.23 | -0.29 | 0.74 | -0.77 | 0.34 | 2.01 | -0.87 | 0.45 |
| DD(%) | NA | 14.6 | 26.1 | 48.7 | 48.7 | 48.7 | NA | 70.3 | 35.6 | 26.1 | 30.9 | 12.2 | 27.9 | 6.9 | 16.4 | 30.2 | 20.8 | 21.4 | 22.8 | 36.0 | 19.9 | 26.9 | 69.3 | 10.4 |
| SD(%) | NA | 19.4 | 25.1 | 25.5 | 25.0 | 22.8 | NA | 30.1 | 30.2 | 21.8 | 32.5 | 16.4 | 22.0 | 13.8 | 22.1 | 24.2 | 18.7 | 18.5 | 20.7 | 32.2 | 26.5 | 42.4 | 66.9 | 38.8 |
| TR | NA | -0.09 | -0.09 | 0.01 | -0.04 | 0.0 | NA | -0.02 | -0.16 | -0.1 | 0.14 | 0.17 | -0.12 | 0.29 | 0.09 | -0.11 | -0.03 | -0.05 | 0.13 | -0.21 | 0.08 | 0.68 | -0.46 | 0.15 |
| Alpha(%) | NA | -0.05 | 0.0 | -0.05 | -0.02 | -0.01 | NA | -0.01 | 0.0 | -0.06 | 0.0 | -0.01 | 0.02 | -0.01 | -0.01 | 0.03 | -0.02 | 0.0 | -0.02 | -0.01 | -0.04 | -0.03 | 0.07 | 0.11 |
| Beta(%) | NA | 1.34 | 1.3 | 1.28 | 1.22 | 1.23 | NA | 1.24 | 1.39 | 1.17 | 1.14 | 1.24 | 1.24 | 1.41 | 1.19 | 1.25 | 1.3 | 1.15 | 1.2 | 1.18 | 1.2 | 1.25 | 1.27 | 1.19 |
| RS | NA | 0.87 | 0.85 | 0.85 | 0.87 | 0.86 | NA | 0.89 | 0.86 | 0.79 | 0.93 | 0.9 | 0.89 | 0.81 | 0.87 | 0.87 | 0.8 | 0.78 | 0.9 | 0.9 | 0.92 | 0.92 | 0.92 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2007
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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