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IEMB.L: ISHARES II PLC ISHARES J.P. MOR (ETF)
Basic Info
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/08/2008 |
Last Dividend Date: | 02/26/2015 |
12-Mo. Yield | 3.11% |
Expenses | 0.45% |
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Performance Analytics (As of 04/02/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/08/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 75.1 | 25.9 | 15.4 | 16.9 | 59.6 | 15.2 | -5.1 | 13.9 | 2.3 | -33.2 | 77.0 | 11.6 |
Sharpe Ratio | NA | 0.42 | 0.25 | 0.19 | 0.12 | 3.79 | 0.09 | -0.46 | 2.09 | 0.23 | -0.24 | 0.3 | 16.35 |
Draw Down(%) | NA | 40.9 | 40.9 | 40.9 | 41.7 | 34.7 | 40.9 | 14.8 | 4.2 | 8.0 | 39.2 | 41.7 | 2.1 |
Standard Deviation(%) | NA | 180.6 | 103.9 | 80.4 | 137.5 | 144.9 | 164.7 | 11.3 | 6.7 | 9.7 | 138.6 | 258.3 | 28.1 |
Treynor Ratio | NA | -0.75 | -0.86 | -0.94 | -1.15 | 35.3 | -0.15 | -1.04 | -1.18 | -0.23 | -2.01 | -2.55 | -8.85 |
Alpha | NA | 0.87 | 0.33 | 0.2 | 0.45 | 1.17 | 0.59 | -0.02 | 0.06 | 0.0 | 0.21 | 1.62 | 1.02 |
Beta | NA | -1.0 | -0.3 | -0.16 | -0.15 | 0.16 | -1.03 | 0.05 | -0.12 | -0.1 | 0.17 | -0.3 | -0.52 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.09 | 0.07 | 0.0 | 0.0 | 0.2 |
Yield(%) | N/A | 3.1 | 1.0 | 0.6 | N/A | 0.5 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -76.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2008
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