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IJH: iShares Core S&P Mid-Cap (ETF)
Basic Info 180.94 2.43(1.36%) September 25
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 1.10% |
| Expenses | 0.14% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.1 | -11.3 | -5.6 | 2.3 | 7.1 | 10.2 | 8.0 | 12.4 | 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 | 126.5 | 17.2 | 36.8 | -13.6 | -0.4 | 14.7 |
| SR | NA | -0.32 | -0.15 | 0.05 | 0.28 | 0.48 | NA | 0.42 | 1.71 | -0.77 | 1.61 | 1.29 | -0.16 | 0.75 | 2.52 | 1.18 | -0.08 | 1.27 | 1.19 | -0.88 | 0.25 | 0.46 | 1.75 | 1.21 | 2.26 | -0.57 | -0.12 | 0.95 |
| DD(%) | NA | 42.2 | 42.2 | 42.2 | 42.2 | 42.2 | NA | 55.1 | 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 |
| SD(%) | NA | 47.2 | 40.8 | 26.6 | 22.4 | 20.2 | NA | 27.0 | 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 | 71.2 | 13.4 | 16.0 | 25.7 | 23.0 | 23.1 |
| TR | NA | -0.14 | -0.06 | 0.01 | 0.06 | 0.09 | NA | 0.11 | 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 | 0.9 | 0.16 | 0.38 | -0.15 | -0.03 | 0.29 |
| Alpha(%) | NA | -0.05 | -0.04 | -0.02 | -0.01 | -0.01 | NA | 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 | 0.38 | -0.01 | 0.01 | 0.01 | 0.01 | 0.06 |
| Beta(%) | NA | 1.1 | 1.1 | 1.08 | 1.07 | 1.05 | NA | 0.99 | 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 | 1.38 | 1.02 | 0.95 | 1.01 | 0.99 | 0.77 |
| RS | NA | 0.96 | 0.96 | 0.95 | 0.95 | 0.95 | NA | 0.47 | 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 | 0.03 | 0.92 | 0.94 | 0.98 | 0.96 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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- CZA (Guggenheim Mid-Cap Core ETF) 1.52% (71%)
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