Find A Portfolio/Ticker
Comparison Box
IGLO.L: ISHARES III PLC ISHARES GLOBAL (ETF)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/09/2009 |
Last Dividend Date: | 06/25/2014 |
12-Mo. Yield | 1.55% |
Expenses | 0.20% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/24/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/09/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.0 | 0.1 | 0.7 | -4.9 | 3.3 | 3.4 | -7.0 | -2.7 | 5.5 | 9.5 | -33.8 |
Sharpe Ratio | NA | 0.02 | 0.0 | 0.01 | -0.03 | 0.09 | 0.02 | -1.13 | -0.4 | 0.63 | 0.14 | -0.1 |
Draw Down(%) | NA | 38.6 | 38.6 | 38.6 | 41.3 | 36.4 | 38.6 | 10.4 | 6.0 | 5.4 | 38.0 | 41.3 |
Standard Deviation(%) | NA | 164.1 | 94.4 | 73.1 | 165.6 | 174.6 | 141.5 | 6.2 | 6.9 | 8.7 | 68.2 | 406.1 |
Treynor Ratio | NA | 0.07 | 0.05 | -0.07 | 0.38 | 0.29 | 0.1 | 0.59 | 0.14 | -0.48 | -0.31 | 1.1 |
Alpha | NA | 0.56 | 0.18 | 0.11 | 0.54 | 0.59 | 0.43 | -0.02 | 0.01 | 0.02 | 0.14 | 3.23 |
Beta | NA | 0.6 | 0.02 | -0.09 | -0.13 | 0.54 | 0.36 | -0.12 | -0.19 | -0.12 | -0.31 | -0.36 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | 0.3 | 0.17 | 0.01 | 0.0 |
Yield(%) | N/A | 1.5 | 2.0 | 1.2 | N/A | 0.0 | 1.6 | 2.1 | 2.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -30.8 | N/A | N/A | N/A | -100.0 | -30.8 | -11.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) (87%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) (80%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (78%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) (76%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) (73%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) (71%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) (69%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) (67%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) (64%)
- MAEFX (BlackRock EuroFd I) (62%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) (100%)
- FEZ (SPDR® EURO STOXX 50 ETF) (98%)
- VGK (Vanguard FTSE Europe Index Fund ETF Shares) (96%)
- IEV (iShares Europe ETF) (93%)
- FEU (SPDR STOXX Europe 50 ETF) (91%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) (84%)
- FDD (First Trust STOXX® European Select Dividend Index Fund) (82%)
- FEP (First Trust Europe AlphaDEX® Fund) (51%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) (9%)