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IDV: iShares International Select Dividend (ETF)
Basic Info 27.56 0.43(1.58%) March 30
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/21/2007 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 5.56% |
Expenses | 0.50% |
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Performance Analytics (As of 03/27/2023)
Not up-to-date? TryLast 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(%) | 3.1 | 1.5 | -0.9 | 17.3 | 4.6 | 4.3 | 3.3 | 2.1 | 2.2 | 13.3 | -6.1 | 23.6 | -10.3 | 18.4 | 8.0 | -10.7 | -6.3 | 18.5 | 19.4 | -7.2 | 11.8 | 60.7 | -52.0 | -6.7 |
SR | NA | -0.96 | -0.28 | 0.89 | 0.14 | 0.17 | NA | 0.05 | 0.04 | 1.05 | -0.17 | 1.93 | -0.86 | 2.15 | 0.4 | -0.6 | -0.5 | 1.32 | 1.11 | -0.24 | 0.46 | 1.63 | -1.22 | -0.56 |
DD(%) | NA | 10.0 | 23.4 | 24.8 | 42.5 | 42.5 | NA | 70.1 | 24.8 | 8.2 | 42.5 | 8.8 | 17.8 | 2.9 | 11.5 | 20.9 | 16.7 | 12.2 | 15.9 | 25.1 | 20.8 | 30.2 | 60.5 | 16.7 |
SD(%) | NA | 15.5 | 20.9 | 20.3 | 21.6 | 18.6 | NA | 23.9 | 21.3 | 12.6 | 37.5 | 11.5 | 13.6 | 8.3 | 19.4 | 17.8 | 12.7 | 14.0 | 17.6 | 29.6 | 25.6 | 37.2 | 43.2 | 26.7 |
TR | NA | -0.16 | -0.07 | 0.19 | 0.03 | 0.03 | NA | 0.01 | 0.01 | 0.17 | -0.05 | 0.23 | -0.12 | 0.18 | 0.08 | -0.1 | -0.06 | 0.19 | 0.2 | -0.07 | 0.1 | 0.52 | -0.6 | -0.14 |
Alpha(%) | NA | -0.11 | -0.02 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.03 | 0.01 | -0.06 | 0.01 | 0.02 | -0.03 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.04 | 0.01 | 0.06 | -0.1 | -0.05 |
Beta(%) | NA | 0.91 | 0.89 | 0.93 | 1.01 | 1.01 | NA | 1.01 | 0.83 | 0.78 | 1.19 | 0.95 | 0.94 | 0.97 | 1.02 | 1.03 | 1.03 | 0.97 | 1.0 | 1.06 | 1.14 | 1.16 | 0.88 | 1.1 |
RS | NA | 0.79 | 0.77 | 0.78 | 0.84 | 0.84 | NA | 0.83 | 0.76 | 0.72 | 0.93 | 0.83 | 0.84 | 0.71 | 0.9 | 0.84 | 0.82 | 0.8 | 0.91 | 0.93 | 0.93 | 0.83 | 0.74 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2007
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