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IJK: iShares S&P Mid-Cap 400 Growth (ETF)
Basic Info 77.89 0.37(0.48%) January 22
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.78% |
| Expenses | 0.25% |
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Performance Analytics (As of 01/22/2021)
| 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(%) | 2.6 | 7.9 | 28.9 | 11.2 | 16.2 | 12.3 | 10.0 | 8.3 | 21.8 | 24.5 | -11.4 | 18.5 | 13.2 | 0.8 | 6.3 | 31.3 | 15.9 | -2.0 | 29.6 | 40.1 | -37.8 | 11.8 | 5.4 | 12.5 | 13.2 | 29.8 | -19.7 | -8.0 | -3.1 |
| SR | NA | 14.37 | 0.74 | 0.4 | 0.72 | 0.6 | NA | 0.33 | 0.56 | 0.09 | -1.93 | -0.08 | -1.36 | -1.19 | -0.86 | 0.92 | -0.18 | -0.71 | 0.53 | 0.72 | -1.39 | -0.62 | -1.14 | -0.67 | -0.46 | 0.62 | -1.47 | -1.05 | -0.99 |
| DD(%) | NA | 1.4 | 39.3 | 39.3 | 39.3 | 39.3 | NA | 54.5 | 39.3 | 7.0 | 24.4 | 5.0 | 12.1 | 11.2 | 11.0 | 8.2 | 10.8 | 25.9 | 16.7 | 24.0 | 54.6 | 10.4 | 14.1 | 8.1 | 12.6 | 12.6 | 31.9 | 29.9 | 23.6 |
| SD(%) | NA | 20.2 | 38.6 | 25.7 | 21.3 | 19.9 | NA | 22.3 | 38.4 | 13.8 | 17.1 | 9.4 | 15.4 | 14.8 | 14.2 | 13.8 | 15.1 | 28.7 | 21.0 | 29.8 | 41.2 | 16.5 | 14.9 | 12.7 | 13.7 | 17.0 | 26.9 | 28.4 | 34.6 |
| TR | NA | 3.87 | 0.28 | 0.1 | 0.16 | 0.12 | NA | 0.08 | 0.21 | 0.01 | -0.36 | -0.01 | -0.22 | -0.19 | -0.12 | 0.13 | -0.03 | -0.2 | 0.12 | 0.22 | -0.67 | -0.11 | -0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.38 | -0.01 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.04 | -0.03 | -0.04 | 0.03 | -0.05 | -0.15 | -0.03 | 0.02 | 0.0 | 0.01 | -0.04 | -0.01 | 0.01 | -0.02 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.75 | 1.03 | 1.0 | 0.99 | 0.98 | NA | 0.94 | 1.03 | 0.93 | 0.9 | 1.04 | 0.93 | 0.91 | 1.0 | 1.02 | 0.91 | 1.0 | 0.94 | 0.99 | 0.86 | 0.92 | 1.03 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.36 | 0.91 | 0.91 | 0.9 | 0.93 | NA | 0.67 | 0.92 | 0.88 | 0.93 | 0.82 | 0.93 | 0.94 | 0.94 | 0.95 | 0.94 | 0.98 | 0.98 | 0.98 | 0.95 | 0.93 | 0.21 | 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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- RFG (Guggenheim S&P MidCap 400 Pure Gr ETF) 0.76% (18%)
- IJK (iShares S&P Mid-Cap 400 Growth) 0.48% (16%)
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