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IBB: iShares Nasdaq Biotechnology (ETF)
Basic Info 135.26 0.66(0.49%) March 18
Asset Class: | Health |
MyPlanIQ Rating: | (94%) |
Start Date: | 02/09/2001 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.17% |
Expenses | 0.44% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/09/2001 |
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(%) | -2.5 | -0.4 | 7.0 | -4.6 | 3.7 | 5.0 | 13.2 | 8.9 | 6.4 | 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 | -0.2 | 0.26 | -0.29 | 0.09 | 0.16 | NA | NA | 0.2 | -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 | 5.1 | 15.7 | 39.8 | 39.8 | 39.8 | NA | NA | 62.8 | 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 | 17.5 | 16.6 | 22.7 | 24.8 | 25.0 | NA | NA | 26.4 | 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 | -0.03 | 0.04 | -0.05 | 0.02 | 0.03 | NA | NA | 0.04 | 0.0 | -0.12 | 0.01 | 0.24 | 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 | -0.07 | -0.03 | -0.05 | -0.02 | -0.02 | NA | NA | -0.01 | -0.02 | -0.04 | -0.06 | 0.05 | -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 | 1.29 | 1.18 | 1.25 | 1.17 | 1.3 | NA | NA | 1.34 | 1.03 | 1.29 | 1.3 | 1.08 | 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 | 0.66 | 0.67 | 0.66 | 0.71 | 0.72 | NA | NA | 0.64 | 0.61 | 0.77 | 0.45 | 0.79 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2001
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