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FILL: iShares MSCI Global Energy Producers (ETF)
Basic Info 16.52 0.18(1.08%) September 16
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 02/02/2012 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 3.37% |
| Expenses | 0.39% |
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Performance Analytics (As of 09/10/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.6 | 26.5 | 46.9 | -6.2 | 1.6 | -1.2 | -28.3 | 10.4 | -11.7 | 9.8 | 28.0 | -21.7 | -15.9 | 14.7 | -4.9 |
| SR | NA | 1.25 | 1.47 | -0.22 | -0.02 | -0.08 | -0.57 | 0.53 | -0.62 | 0.68 | 1.11 | -0.87 | -0.73 | 0.68 | -0.22 |
| DD(%) | NA | 15.5 | 15.9 | 62.7 | 62.7 | 65.3 | 57.6 | 18.7 | 26.8 | 12.1 | 11.9 | 28.3 | 31.8 | 9.6 | 20.9 |
| SD(%) | NA | 25.7 | 29.7 | 33.9 | 28.3 | 26.3 | 50.1 | 17.0 | 21.1 | 13.5 | 25.0 | 25.1 | 21.7 | 21.5 | 24.9 |
| TR | NA | 0.22 | 0.31 | -0.08 | -0.01 | -0.02 | -0.29 | 0.1 | -0.14 | 0.11 | 0.33 | -0.25 | -0.18 | 0.23 | -0.09 |
| Alpha(%) | NA | -0.01 | 0.03 | 0.01 | 0.02 | 0.01 | 0.02 | -0.01 | 0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 |
| Beta(%) | NA | 1.47 | 1.4 | 1.0 | 0.98 | 0.92 | 0.99 | 0.93 | 0.92 | 0.86 | 0.85 | 0.88 | 0.88 | 0.63 | 0.63 |
| RS | NA | 0.85 | 0.87 | 0.89 | 0.86 | 0.71 | 0.91 | 0.89 | 0.83 | 0.7 | 0.74 | 0.79 | 0.53 | 0.16 | 0.24 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
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