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IJJ: iShares S&P Mid-Cap 400 Value (ETF)
Basic Info 74.19 0.45(0.61%) October 23
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.76% |
| Expenses | 0.25% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| 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(%) | 1.9 | -56.5 | -54.1 | -21.6 | -9.5 | 0.1 | 0.8 | 3.7 | 23.4 | -13.6 | 10.3 | 23.9 | -8.3 | 10.0 | 31.9 | 16.0 | -4.4 | 20.5 | 31.1 | -36.8 | 0.4 | 12.4 | 9.7 | 16.4 | 38.0 | -11.6 | 5.8 | 19.0 |
| SR | NA | -0.7 | -0.66 | -0.46 | -0.26 | -0.01 | NA | 0.1 | 0.01 | -2.19 | -0.86 | -0.6 | -1.7 | -0.71 | 1.05 | -0.16 | -0.8 | 0.09 | 0.37 | -1.27 | -1.27 | -0.74 | -0.91 | -0.25 | 1.17 | -1.29 | -0.82 | 1.38 |
| DD(%) | NA | 58.4 | 58.4 | 58.4 | 58.4 | 58.4 | NA | 59.6 | 10.3 | 23.5 | 6.2 | 11.2 | 15.2 | 10.8 | 6.3 | 12.0 | 28.2 | 18.6 | 30.2 | 52.4 | 15.0 | 11.9 | 8.4 | 9.8 | 14.3 | 33.0 | 21.5 | 8.5 |
| SD(%) | NA | 91.2 | 82.4 | 49.4 | 39.4 | 30.6 | NA | 27.2 | 15.6 | 16.1 | 10.5 | 16.9 | 15.8 | 12.0 | 12.8 | 15.6 | 28.5 | 21.1 | 33.8 | 44.2 | 17.1 | 13.5 | 12.4 | 12.9 | 16.0 | 24.3 | 19.1 | 17.1 |
| TR | NA | -0.58 | -0.49 | -0.21 | -0.09 | 0.0 | NA | 0.03 | 0.0 | -0.34 | -0.07 | -0.1 | -0.27 | -0.09 | 0.13 | -0.02 | -0.21 | 0.02 | 0.13 | -0.57 | -0.22 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.26 | -0.21 | -0.08 | -0.05 | -0.03 | NA | 0.0 | -0.02 | 0.0 | 0.2 | 0.1 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.1 | 1.1 | 1.1 | 1.1 | 1.08 | NA | 1.02 | 1.21 | 1.03 | 1.2 | 1.07 | 1.01 | 1.0 | 1.01 | 1.08 | 1.08 | 0.97 | 0.93 | 0.99 | 0.99 | 1.24 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.41 | 0.41 | 0.46 | 0.5 | 0.6 | NA | 0.63 | 0.91 | 0.92 | 0.86 | 0.93 | 0.93 | 0.92 | 0.92 | 0.93 | 0.98 | 0.98 | 0.98 | 0.97 | 0.92 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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