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IJH: iShares Core S&P Mid-Cap ETF (ETF)
Basic Info 66.36 0.31(0.46%) December 09
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.05% |
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Performance Analytics (As of 12/06/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 20.8 | 28.4 | 8.0 | 12.3 | 10.3 | 12.6 | 10.1 | 10.1 | 16.4 | -13.1 | 24.7 | 13.6 | 26.1 | -11.2 | 16.3 | 20.7 | -2.3 | 9.7 | 33.5 | 17.8 | -2.2 | 26.7 | 37.8 | -36.2 | 7.3 | 9.7 | 13.3 | 17.2 | 36.8 | -13.6 | -0.4 | 14.7 |
| Sharpe Ratio | NA | 1.03 | 1.45 | 0.21 | 0.38 | 0.42 | NA | NA | 0.41 | 0.7 | -0.56 | 1.37 | 0.32 | 1.71 | -0.77 | 1.61 | 1.3 | -0.16 | 0.75 | 2.52 | 1.18 | -0.08 | 1.27 | 1.19 | -0.88 | 0.25 | 0.46 | 0.88 | 1.21 | 2.26 | -0.57 | -0.12 | 0.94 |
| Draw Down(%) | NA | 7.9 | 7.9 | 22.7 | 42.2 | 42.2 | NA | NA | 55.1 | 14.4 | 22.7 | 8.5 | 42.2 | 8.5 | 23.1 | 5.5 | 11.2 | 12.6 | 10.6 | 7.3 | 11.2 | 26.2 | 17.2 | 27.2 | 53.1 | 11.2 | 12.9 | 7.7 | 10.5 | 13.4 | 31.6 | 25.4 | 11.8 |
| Standard Deviation(%) | NA | 15.7 | 15.9 | 20.2 | 25.6 | 20.8 | NA | NA | 21.6 | 17.5 | 25.9 | 18.0 | 41.7 | 14.5 | 16.2 | 9.7 | 15.8 | 14.9 | 12.8 | 13.3 | 15.2 | 28.4 | 20.9 | 31.7 | 42.0 | 17.1 | 14.1 | 12.6 | 13.4 | 16.0 | 25.7 | 23.0 | 23.1 |
| Treynor Ratio | NA | 0.13 | 0.19 | 0.04 | 0.09 | 0.08 | NA | NA | 0.09 | 0.11 | -0.15 | 0.23 | 0.12 | 0.23 | -0.13 | 0.13 | 0.2 | -0.02 | 0.1 | 0.32 | 0.18 | -0.02 | 0.28 | 0.39 | -0.4 | 0.04 | 0.06 | 0.11 | 0.16 | 0.38 | -0.15 | -0.03 | 0.28 |
| Alpha | NA | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.06 |
| Beta | NA | 1.24 | 1.23 | 1.04 | 1.08 | 1.06 | NA | NA | 0.99 | 1.1 | 0.99 | 1.09 | 1.1 | 1.08 | 0.97 | 1.16 | 1.01 | 0.95 | 0.99 | 1.04 | 1.0 | 1.04 | 0.96 | 0.97 | 0.93 | 1.0 | 1.09 | 0.98 | 1.02 | 0.95 | 1.01 | 0.99 | 0.77 |
| RSquared | NA | 0.9 | 0.9 | 0.93 | 0.93 | 0.93 | NA | NA | 0.94 | 0.91 | 0.96 | 0.81 | 0.95 | 0.91 | 0.95 | 0.88 | 0.95 | 0.95 | 0.94 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.93 | 0.9 | 0.92 | 0.94 | 0.98 | 0.96 | 0.81 |
| Yield(%) | N/A | 0.2 | 0.7 | 1.2 | 1.6 | 2.0 | 3.4 | 3.2 | N/A | 1.7 | 1.4 | 1.5 | 1.4 | 2.0 | 1.5 | 1.4 | 1.9 | 1.5 | 1.5 | 1.7 | 1.6 | 1.2 | 1.3 | 1.7 | 1.3 | 1.4 | 1.0 | 1.6 | 2.0 | 2.7 | 1.4 | 1.6 | 1.7 |
| Dividend Growth(%) | N/A | -86.2 | -55.0 | 5.5 | 21.9 | 145.3 | N/A | N/A | N/A | -0.6 | 21.2 | 14.1 | -12.0 | 17.2 | 26.2 | -14.2 | 21.4 | 11.9 | 12.4 | 19.0 | 30.1 | 16.6 | 3.4 | -14.9 | -1.1 | 47.3 | -29.8 | -7.6 | -4.5 | 66.2 | -9.0 | 3.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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