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IOO: iShares Global 100 ETF (ETF)
Basic Info 98.3 1.28(1.32%) May 02
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/08/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.25% |
| Expenses | 0.41% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/08/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | -2.5 | 12.8 | 13.6 | 17.1 | 11.7 | 10.8 | 8.6 | 6.4 | 26.5 | 27.7 | -16.3 | 26.0 | 18.6 | 30.0 | -6.2 | 23.6 | 8.4 | -1.8 | 2.1 | 24.0 | 13.7 | -4.2 | 5.9 | 24.1 | -36.1 | 11.1 | 19.9 | 4.3 | 9.2 | 31.1 | -24.0 | -14.4 | -3.9 |
| Sharpe Ratio | NA | -0.35 | 0.32 | 0.5 | 0.82 | 0.55 | NA | NA | 0.26 | 1.42 | 1.85 | -0.77 | 2.11 | 0.56 | 2.33 | -0.46 | 3.31 | 0.55 | -0.11 | 0.19 | 2.05 | 0.93 | -0.16 | 0.27 | 0.87 | -0.91 | 0.51 | 1.4 | 0.2 | 0.65 | 1.63 | -0.9 | -0.74 | -2.7 |
| Draw Down(%) | NA | 19.2 | 19.2 | 19.2 | 23.5 | 31.4 | NA | NA | 55.9 | 11.1 | 9.1 | 23.5 | 5.3 | 31.4 | 6.5 | 16.9 | 2.1 | 10.7 | 14.6 | 9.4 | 7.1 | 13.6 | 23.2 | 17.7 | 29.6 | 47.5 | 9.7 | 10.4 | 7.5 | 10.1 | 14.9 | 34.5 | 31.7 | 8.0 |
| Standard Deviation(%) | NA | 28.7 | 20.4 | 18.5 | 17.6 | 18.1 | NA | NA | 19.9 | 14.0 | 12.8 | 23.1 | 12.3 | 32.9 | 12.2 | 16.4 | 7.0 | 14.9 | 16.0 | 11.1 | 11.7 | 14.8 | 26.0 | 21.2 | 27.5 | 40.6 | 15.9 | 11.9 | 10.6 | 12.8 | 18.7 | 27.8 | 23.1 | 20.4 |
| Treynor Ratio | NA | -0.08 | 0.06 | 0.09 | 0.15 | 0.1 | NA | NA | 0.06 | 0.24 | 0.29 | -0.18 | 0.32 | 0.18 | 0.27 | -0.07 | 0.28 | 0.1 | -0.02 | 0.02 | 0.27 | 0.15 | -0.04 | 0.06 | 0.26 | -0.41 | 0.1 | 0.24 | 0.03 | 0.14 | 0.34 | -0.25 | -0.2 | -0.48 |
| Alpha | NA | -0.16 | 0.01 | 0.02 | 0.03 | 0.03 | NA | NA | 0.01 | 0.08 | 0.05 | 0.0 | 0.07 | 0.03 | 0.02 | 0.04 | 0.0 | 0.02 | 0.01 | 0.02 | 0.04 | -0.01 | 0.04 | -0.02 | -0.03 | 0.03 | -0.01 | 0.0 | -0.03 | -0.01 | -0.01 | -0.04 | 0.02 | -0.32 |
| Beta | NA | 1.21 | 1.03 | 0.99 | 0.95 | 0.97 | NA | NA | 0.92 | 0.84 | 0.83 | 1.0 | 0.8 | 1.01 | 1.07 | 1.09 | 0.83 | 0.83 | 0.96 | 0.95 | 0.89 | 0.89 | 0.97 | 0.97 | 0.91 | 0.9 | 0.8 | 0.71 | 0.71 | 0.6 | 0.88 | 1.02 | 0.86 | 1.16 |
| RSquared | NA | 0.72 | 0.62 | 0.68 | 0.69 | 0.76 | NA | NA | 0.78 | 0.52 | 0.62 | 0.77 | 0.68 | 0.8 | 0.83 | 0.82 | 0.72 | 0.86 | 0.84 | 0.85 | 0.87 | 0.92 | 0.94 | 0.94 | 0.94 | 0.93 | 0.88 | 0.71 | 0.48 | 0.38 | 0.49 | 0.63 | 0.5 | 0.57 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.7 | 2.3 | 2.8 | 3.5 | 3.3 | N/A | 1.4 | 1.9 | 1.6 | 1.9 | 1.7 | 2.6 | 2.3 | 2.7 | 3.0 | 2.8 | 3.5 | 2.8 | 3.0 | 2.9 | 2.2 | 3.3 | 2.4 | 1.9 | 2.1 | 2.0 | 2.1 | 1.4 | 0.9 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -9.7 | 10.7 | 7.6 | 29.9 | N/A | N/A | N/A | -9.7 | -6.2 | 7.2 | 27.2 | -13.5 | 0.8 | 4.5 | -2.4 | 0.5 | -21.7 | 46.9 | 2.3 | -0.4 | 31.1 | -18.1 | -11.4 | 36.3 | 1.8 | 13.3 | 0.8 | 83.9 | 17.0 | -11.8 | 2508.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2000
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