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IGM: iShares Expanded Tech Sector ETF (ETF)
Basic Info 81.72 0.79(0.96%) April 25
Asset Class: | Technology |
MyPlanIQ Rating: | (88%) |
Start Date: | 03/19/2001 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.35% |
Expenses | 0.41% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/19/2001 |
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(%) | -0.7 | 9.5 | 53.8 | 9.6 | 18.5 | 19.5 | 19.3 | 13.3 | 10.7 | 64.4 | -35.8 | 25.7 | 45.1 | 41.8 | 2.3 | 37.2 | 12.9 | 9.5 | 14.8 | 34.0 | 14.6 | -1.1 | 12.0 | 62.4 | -43.5 | 16.1 | 8.7 | 1.5 | 2.7 | 52.6 | -40.7 | -5.0 |
Sharpe Ratio | NA | 1.01 | 2.15 | 0.26 | 0.61 | 0.79 | NA | NA | 0.38 | 3.03 | -1.05 | 1.32 | 1.2 | 2.26 | 0.04 | 3.29 | 0.76 | 0.54 | 1.04 | 2.77 | 0.93 | -0.05 | 0.59 | 2.31 | -1.15 | 0.74 | 0.35 | -0.05 | 0.09 | 2.0 | -0.96 | -0.19 |
Draw Down(%) | NA | 8.3 | 10.9 | 40.7 | 40.7 | 40.7 | NA | NA | 65.6 | 10.9 | 39.6 | 10.0 | 30.2 | 11.5 | 24.2 | 5.1 | 14.7 | 12.7 | 9.0 | 5.0 | 13.3 | 20.1 | 17.4 | 18.9 | 51.7 | 11.1 | 19.0 | 15.1 | 25.3 | 16.2 | 58.0 | 45.3 |
Standard Deviation(%) | NA | 21.8 | 19.5 | 26.0 | 27.6 | 23.1 | NA | NA | 25.0 | 20.1 | 35.5 | 19.4 | 37.3 | 17.9 | 24.3 | 11.2 | 16.7 | 17.7 | 14.2 | 12.3 | 15.8 | 24.8 | 20.0 | 27.0 | 38.6 | 17.7 | 15.7 | 12.8 | 20.0 | 25.9 | 43.8 | 45.7 |
Treynor Ratio | NA | 0.21 | 0.41 | 0.07 | 0.17 | 0.19 | NA | NA | 0.1 | 0.59 | -0.36 | 0.27 | 0.49 | 0.42 | 0.01 | 0.37 | 0.13 | 0.1 | 0.15 | 0.36 | 0.16 | -0.01 | 0.12 | 0.65 | -0.47 | 0.13 | 0.06 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.1 | 0.05 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.03 | NA | NA | NA |
Beta | NA | 1.07 | 1.03 | 1.02 | 0.97 | 0.98 | NA | NA | 0.97 | 1.03 | 1.03 | 0.95 | 0.91 | 0.97 | 1.02 | 0.99 | 0.99 | 0.98 | 1.0 | 0.95 | 0.95 | 0.98 | 0.98 | 0.96 | 0.94 | 0.99 | 0.99 | 0.93 | 0.97 | NA | NA | NA |
RSquared | NA | 0.95 | 0.94 | 0.96 | 0.97 | 0.97 | NA | NA | 0.68 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.97 | 0.94 | 0.85 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.6 | 1.1 | 1.4 | 2.3 | 3.8 | 2.5 | N/A | 3.8 | 0.4 | 0.2 | 0.5 | 0.7 | 0.6 | 0.8 | 1.0 | 0.9 | 1.0 | 1.0 | 1.0 | 0.6 | 0.5 | 0.5 | 0.3 | 0.2 | 0.1 | 0.1 | 0.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -99.6 | 131.5 | 291.0 | 210.0 | 550.6 | N/A | N/A | N/A | 473.0 | 164.3 | -38.1 | -6.6 | 22.2 | 2.1 | -12.6 | 27.6 | -2.2 | 29.0 | 9.5 | 75.0 | 44.0 | 31.6 | 0.0 | 72.7 | 175.0 | -33.3 | -84.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2001
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