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IBB: iShares Biotechnology ETF (ETF)
Basic Info 126.6 1.72(1.38%) May 02
Asset Class: | Health |
MyPlanIQ Rating: | (94%) |
Start Date: | 02/09/2001 |
Last Dividend Date: | 03/18/2025 |
12-Mo. Yield | 0.30% |
Expenses | 0.45% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/09/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | -4.2 | -2.0 | 2.4 | 0.4 | 1.2 | 10.2 | 9.5 | 5.8 | -2.4 | 3.8 | -13.7 | 1.0 | 26.0 | 25.2 | -9.5 | 21.1 | -21.4 | 11.6 | 33.8 | 65.5 | 32.1 | 11.7 | 14.8 | 15.2 | -12.3 | 4.5 | 0.7 | 2.4 | 4.8 | 45.8 | -45.8 | -9.9 |
Sharpe Ratio | NA | -0.84 | -0.38 | -0.2 | -0.12 | -0.05 | NA | NA | 0.17 | -0.51 | -0.03 | -0.52 | 0.04 | 0.77 | 1.21 | -0.45 | 1.26 | -0.72 | 0.4 | 1.3 | 3.17 | 1.72 | 0.46 | 0.75 | 0.62 | -0.39 | 0.1 | -0.15 | 0.01 | 0.17 | 1.5 | -1.04 | -0.3 |
Draw Down(%) | NA | 21.2 | 24.9 | 24.9 | 39.8 | 39.8 | NA | NA | 62.8 | 12.1 | 17.9 | 30.6 | 17.5 | 23.6 | 15.4 | 26.6 | 10.5 | 28.5 | 27.3 | 21.2 | 9.8 | 12.8 | 22.7 | 18.9 | 20.7 | 32.9 | 10.5 | 20.5 | 16.4 | 27.3 | 17.3 | 55.6 | 36.6 |
Standard Deviation(%) | NA | 27.2 | 21.1 | 21.7 | 22.7 | 24.6 | NA | NA | 26.1 | 17.5 | 16.9 | 29.3 | 21.7 | 33.5 | 19.6 | 24.0 | 16.3 | 30.0 | 28.5 | 26.1 | 20.7 | 18.8 | 25.3 | 19.6 | 24.1 | 33.5 | 16.1 | 17.3 | 18.8 | 22.7 | 30.0 | 45.1 | 44.9 |
Treynor Ratio | NA | -0.19 | -0.09 | -0.04 | -0.03 | -0.01 | NA | NA | 0.03 | -0.12 | 0.0 | -0.12 | 0.01 | 0.26 | 0.19 | -0.08 | 0.17 | -0.13 | 0.08 | 0.19 | 0.41 | 0.22 | 0.1 | 0.11 | 0.14 | -0.13 | 0.01 | -0.02 | 0.0 | 0.02 | 0.28 | -0.27 | -0.06 |
Alpha | NA | -0.02 | 0.05 | 0.03 | 0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.02 | -0.02 | -0.02 | 0.08 | -0.01 | -0.03 | 0.01 | -0.02 | -0.02 | -0.05 | -0.02 | 0.03 | 0.0 | 0.03 | -0.02 | 0.03 | 0.0 | -0.05 | -0.07 | -0.03 | 0.01 | -0.13 | 0.0 |
Beta | NA | 1.18 | 0.88 | 1.07 | 1.08 | 1.19 | NA | NA | 1.29 | 0.76 | 1.03 | 1.25 | 1.05 | 1.0 | 1.23 | 1.36 | 1.24 | 1.67 | 1.48 | 1.74 | 1.6 | 1.49 | 1.2 | 1.31 | 1.06 | 1.0 | 1.16 | 1.42 | 1.59 | 1.7 | 1.6 | 1.76 | 2.33 |
RSquared | NA | 0.74 | 0.51 | 0.64 | 0.57 | 0.66 | NA | NA | 0.61 | 0.39 | 0.58 | 0.74 | 0.35 | 0.71 | 0.71 | 0.8 | 0.57 | 0.8 | 0.77 | 0.75 | 0.65 | 0.62 | 0.74 | 0.74 | 0.65 | 0.74 | 0.61 | 0.57 | 0.53 | 0.57 | 0.55 | 0.61 | 0.57 |
Yield(%) | N/A | 0.1 | 0.3 | 0.3 | 0.3 | 0.1 | 0.4 | 0.4 | N/A | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.0 | 0.2 | 0.1 | 0.6 | 0.0 | 0.6 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -68.8 | -6.4 | 20.1 | 4.7 | 82.8 | N/A | N/A | N/A | 11.5 | -14.9 | 28.2 | 2.9 | 48.3 | 10.9 | -73.8 | 46.2 | 433.1 | -79.3 | 518.7 | -89.0 | 4460.4 | -97.2 | N/A | -100.0 | 99.7 | 8750.0 | 0.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2001
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