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IJT: iShares S&P Small-Cap 600 Growth (ETF)
Basic Info 171.87 1.76(1.03%) September 25
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 0.63% |
| Expenses | 0.25% |
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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(%) | -3.3 | -10.7 | -4.5 | 3.5 | 7.9 | 11.7 | 13.7 | 12.4 | 21.0 | -4.4 | 14.5 | 22.1 | 2.7 | 4.0 | 42.3 | 14.5 | 3.3 | 28.2 | 28.8 | 33.6 | 5.9 | 10.9 | 9.6 | 21.6 | 37.7 | -14.7 | -1.7 | 2.5 |
| SR | NA | -0.29 | -0.12 | 0.08 | 0.3 | 0.52 | NA | 0.18 | 1.25 | -0.31 | 1.12 | 1.25 | 0.17 | 0.24 | 2.93 | 0.96 | 0.11 | 1.25 | 0.92 | 0.41 | 0.16 | 0.48 | 0.47 | 1.23 | 2.11 | -0.61 | -0.16 | 0.0 |
| DD(%) | NA | 40.2 | 40.2 | 42.0 | 42.0 | 42.0 | NA | 67.3 | 9.1 | 27.2 | 6.2 | 13.3 | 12.1 | 12.4 | 5.4 | 10.6 | 26.5 | 16.6 | 31.7 | 47.8 | 12.8 | 14.1 | 11.0 | 12.7 | 12.8 | 31.0 | 25.6 | 58.6 |
| SD(%) | NA | 49.4 | 42.8 | 28.4 | 24.2 | 21.9 | NA | 64.0 | 15.6 | 18.7 | 12.4 | 17.4 | 16.1 | 16.4 | 14.4 | 15.1 | 30.5 | 22.5 | 31.3 | 78.4 | 18.3 | 15.9 | 15.8 | 16.8 | 17.6 | 25.8 | 25.6 | 400.0 |
| TR | NA | -0.13 | -0.05 | 0.02 | 0.07 | 0.11 | NA | 0.13 | 0.21 | -0.06 | 0.13 | 0.23 | 0.03 | 0.04 | 0.44 | 0.17 | 0.03 | 0.3 | 0.3 | 0.4 | 0.03 | 0.08 | 0.07 | 0.24 | 0.43 | -0.16 | -0.04 | -0.39 |
| Alpha(%) | NA | -0.09 | -0.07 | -0.03 | -0.02 | 0.0 | NA | 0.09 | -0.03 | 0.0 | -0.03 | 0.04 | 0.02 | 0.0 | 0.02 | 0.0 | 0.02 | 0.0 | -0.03 | 0.39 | -0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 3.28 |
| Beta(%) | NA | 1.1 | 1.09 | 1.05 | 1.03 | 0.99 | NA | 0.9 | 0.93 | 0.93 | 1.1 | 0.95 | 0.98 | 1.01 | 0.97 | 0.86 | 0.94 | 0.93 | 0.94 | 0.82 | 0.97 | 0.91 | 1.02 | 0.87 | 0.85 | 1.01 | 0.98 | -0.05 |
| RS | NA | 0.92 | 0.91 | 0.91 | 0.91 | 0.93 | NA | 0.08 | 0.88 | 0.92 | 0.84 | 0.91 | 0.94 | 0.93 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 | 0.12 | 0.94 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 0.94 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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See Small Growth Asset Class Trend Rankings |
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