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IJJ: iShares S&P Mid-Cap 400 Value (ETF)
Basic Info 99.04 1.84(1.89%) February 24
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.76% |
| Expenses | 0.25% |
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Performance Analytics (As of 02/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.4 | 14.8 | 26.8 | 9.1 | 13.0 | 9.9 | 7.7 | 9.6 | 2.5 | 24.5 | -12.8 | 11.2 | 25.0 | -7.5 | 10.9 | 32.9 | 17.1 | -3.5 | 21.5 | 32.7 | -36.0 | 1.2 | 13.5 | 10.6 | 17.2 | 39.2 | -11.2 | 6.5 | 19.5 |
| SR | NA | 5.78 | 0.3 | 0.24 | 0.49 | 0.41 | NA | 0.38 | 0.05 | 1.49 | -0.88 | 1.01 | 1.47 | -0.48 | 0.91 | 2.58 | 1.11 | -0.12 | 1.02 | 0.97 | -0.83 | -0.1 | 0.76 | 0.68 | 1.26 | 2.41 | -0.5 | 0.22 | 2.81 |
| DD(%) | NA | 5.2 | 45.6 | 46.1 | 46.1 | 46.1 | NA | 58.8 | 46.1 | 10.1 | 23.2 | 6.2 | 11.2 | 15.0 | 10.6 | 6.3 | 11.8 | 27.9 | 18.5 | 30.2 | 52.2 | 14.7 | 11.7 | 8.2 | 9.5 | 14.1 | 32.8 | 21.4 | 8.3 |
| SD(%) | NA | 20.6 | 45.9 | 29.4 | 24.3 | 21.5 | NA | 22.4 | 45.6 | 15.6 | 16.0 | 10.4 | 16.8 | 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 | 24.4 | 19.1 | 17.0 |
| TR | NA | 0.99 | 0.13 | 0.06 | 0.11 | 0.08 | NA | 0.08 | 0.02 | 0.19 | -0.14 | 0.09 | 0.23 | -0.07 | 0.11 | 0.33 | 0.16 | -0.03 | 0.22 | 0.35 | -0.37 | -0.02 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.02 | 0.02 | 0.0 | 0.0 | -0.01 | NA | 0.01 | 0.01 | -0.03 | 0.0 | -0.03 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.21 | 1.11 | 1.11 | 1.11 | 1.08 | NA | 1.02 | 1.1 | 1.21 | 1.02 | 1.2 | 1.07 | 1.01 | 1.0 | 1.01 | 1.08 | 1.08 | 0.97 | 0.93 | 0.99 | 0.99 | 1.23 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.92 | 0.95 | 0.94 | 0.94 | 0.94 | NA | 0.79 | 0.95 | 0.91 | 0.93 | 0.87 | 0.93 | 0.93 | 0.92 | 0.93 | 0.93 | 0.98 | 0.98 | 0.98 | 0.98 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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