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INDY: iShares India 50 ETF (ETF)
Basic Info 51.57 0.63(1.24%) May 23
Asset Class: | India Equity |
MyPlanIQ Rating: | (57%) |
Start Date: | 11/23/2009 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.44% |
Expenses | 0.89% |
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Performance Analytics (As of 05/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/23/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 4.7 | 22.3 | 8.1 | 8.6 | 7.6 | 6.2 | 16.9 | -7.3 | 19.4 | 10.0 | 10.0 | -4.3 | 36.1 | 1.0 | -8.6 | 27.9 | -4.9 | 26.7 | -36.7 | 24.4 | 0.2 |
Sharpe Ratio | NA | 0.38 | 1.47 | 0.36 | 0.33 | 0.3 | 0.23 | 1.23 | -0.43 | 1.11 | 0.25 | 0.51 | -0.28 | 2.88 | 0.04 | -0.37 | 1.37 | -0.18 | 1.07 | -1.19 | 0.86 | 0.09 |
Draw Down(%) | NA | 3.7 | 6.3 | 20.0 | 43.5 | 43.5 | 44.7 | 8.5 | 20.0 | 10.5 | 43.5 | 13.8 | 20.1 | 7.2 | 14.3 | 23.2 | 10.4 | 30.7 | 24.6 | 38.1 | 16.0 | 5.2 |
Standard Deviation(%) | NA | 11.8 | 10.6 | 15.1 | 22.8 | 20.9 | 23.2 | 10.4 | 20.2 | 17.4 | 39.3 | 17.0 | 19.7 | 12.4 | 20.1 | 23.0 | 20.4 | 27.8 | 25.0 | 31.0 | 28.3 | 21.3 |
Treynor Ratio | NA | 0.13 | 0.34 | 0.1 | 0.11 | 0.08 | 0.06 | 0.3 | -0.15 | 0.24 | 0.12 | 0.18 | -0.09 | 0.38 | 0.01 | -0.09 | 0.26 | -0.03 | 0.22 | -0.36 | 0.2 | 0.01 |
Alpha | NA | -0.02 | 0.02 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.05 | -0.04 | -0.03 | 0.05 | -0.18 | 0.03 | -0.18 | 0.03 | -0.04 |
Beta | NA | 0.34 | 0.46 | 0.56 | 0.7 | 0.75 | 0.86 | 0.43 | 0.59 | 0.81 | 0.83 | 0.47 | 0.65 | 0.94 | 1.11 | 0.98 | 1.07 | 1.51 | 1.23 | 1.02 | 1.2 | 1.27 |
RSquared | NA | 0.11 | 0.25 | 0.41 | 0.43 | 0.41 | 0.42 | 0.29 | 0.5 | 0.37 | 0.54 | 0.12 | 0.32 | 0.25 | 0.52 | 0.44 | 0.36 | 0.36 | 0.39 | 0.6 | 0.58 | 0.45 |
Yield(%) | N/A | 0.0 | 0.4 | 3.7 | 2.8 | 2.1 | N/A | 0.4 | 3.3 | 7.9 | 0.1 | 0.6 | 0.6 | 0.4 | 0.5 | 0.5 | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -88.3 | 1005.2 | 621.9 | N/A | N/A | -88.3 | -52.8 | 10112.1 | -85.3 | 8.4 | 109.7 | -24.4 | -16.0 | 0.6 | -13.9 | 87.5 | -24.4 | 2.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2009
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See India Equity Asset Class Trend Rankings |
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