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IAT: iShares US Regional Banks (ETF)
Basic Info 50.83 0.01(0.02%) May 20
| Asset Class: | Financial |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 03/24/2022 |
| 12-Mo. Yield | 1.84% |
| Expenses | 0.45% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | -17.0 | -13.5 | 7.0 | 5.9 | 10.7 | 2.3 | 2.5 | 38.8 | -7.6 | 31.4 | -17.4 | 10.4 | 32.3 | 1.8 | 7.5 | 37.7 | 17.7 | -12.8 | 20.2 | -11.0 | -33.5 | -25.5 | 6.0 |
| SR | NA | -1.21 | -0.48 | 0.17 | 0.16 | 0.38 | NA | 0.05 | 1.43 | -0.13 | 1.54 | -0.91 | 0.56 | 1.34 | 0.09 | 0.5 | 2.69 | 0.97 | -0.38 | 0.74 | -0.17 | -0.55 | -1.19 | 0.57 |
| DD(%) | NA | 26.3 | 26.3 | 51.6 | 52.0 | 52.0 | NA | 77.2 | 13.9 | 51.2 | 12.7 | 29.5 | 13.6 | 18.9 | 14.7 | 11.8 | 7.4 | 13.2 | 32.9 | 25.6 | 52.7 | 48.7 | 28.3 | 5.3 |
| SD(%) | NA | 32.0 | 28.1 | 40.3 | 33.5 | 27.2 | NA | 33.6 | 27.1 | 59.4 | 19.5 | 20.5 | 17.5 | 23.9 | 20.8 | 15.1 | 14.0 | 18.3 | 34.0 | 27.1 | 64.4 | 62.1 | 24.0 | 10.5 |
| TR | NA | -0.34 | -0.11 | 0.05 | 0.04 | 0.09 | NA | 0.02 | 0.29 | -0.06 | 0.25 | -0.18 | 0.08 | 0.26 | 0.02 | 0.07 | 0.43 | 0.18 | -0.13 | 0.2 | -0.11 | -0.39 | -0.28 | 0.07 |
| Alpha(%) | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.03 | 0.0 | -0.02 | -0.02 | -0.05 | 0.01 | 0.01 | -0.03 | 0.03 | -0.03 | 0.01 | 0.02 | -0.09 | 0.07 | -0.04 | -0.01 |
| Beta(%) | NA | 1.15 | 1.23 | 1.23 | 1.21 | 1.19 | NA | 1.03 | 1.35 | 1.22 | 1.19 | 1.02 | 1.29 | 1.25 | 1.16 | 1.1 | 0.88 | 1.0 | 1.0 | 1.02 | 1.04 | 0.87 | 1.02 | 0.8 |
| RS | NA | 0.84 | 0.87 | 0.91 | 0.9 | 0.89 | NA | 0.88 | 0.9 | 0.92 | 0.87 | 0.87 | 0.91 | 0.88 | 0.85 | 0.78 | 0.74 | 0.83 | 0.94 | 0.88 | 0.92 | 0.87 | 0.91 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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