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IVV: iShares Core S&P 500 (ETF)
Basic Info 383.09 3.94(1.04%) July 01
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 1.23% |
| Expenses | 0.07% |
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Performance Analytics (As of 07/01/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.3 | -18.6 | -9.3 | 11.1 | 11.8 | 13.1 | 8.6 | 6.7 | 28.8 | 18.4 | 31.4 | -4.5 | 21.8 | 11.5 | 1.3 | 13.6 | 32.3 | 16.1 | 1.9 | 15.1 | 26.6 | -37.0 | 5.3 | 15.9 | 4.9 | 10.8 | 28.5 | -21.5 | -12.0 | -6.1 |
| SR | NA | -1.36 | -0.48 | 0.44 | 0.53 | 0.74 | NA | 0.29 | 2.21 | 0.52 | 2.39 | -0.34 | 3.21 | 0.86 | 0.08 | 1.2 | 2.92 | 1.27 | 0.08 | 0.84 | 0.99 | -0.96 | 0.14 | 1.28 | 0.26 | 0.89 | 1.68 | -0.86 | -0.66 | -0.7 |
| DD(%) | NA | 22.5 | 22.5 | 33.9 | 33.9 | 33.9 | NA | 55.3 | 4.8 | 33.9 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.6 | 27.2 | 47.4 | 10.0 | 7.6 | 7.0 | 7.5 | 13.5 | 33.0 | 29.1 | 16.6 |
| SD(%) | NA | 25.3 | 20.0 | 24.3 | 20.8 | 17.1 | NA | 19.5 | 13.0 | 34.7 | 12.6 | 17.1 | 6.6 | 13.1 | 15.6 | 11.3 | 11.1 | 12.7 | 23.3 | 17.9 | 26.7 | 39.3 | 15.9 | 9.9 | 10.4 | 11.0 | 16.6 | 26.4 | 21.9 | 19.7 |
| TR | NA | -0.36 | -0.1 | 0.11 | 0.11 | 0.13 | NA | 0.06 | 0.3 | 0.18 | 0.3 | -0.06 | 0.22 | 0.11 | 0.01 | 0.14 | 0.33 | 0.16 | 0.02 | 0.15 | 0.27 | -0.4 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta(%) | NA | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | NA | 0.98 | 0.96 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 1.01 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.99 | 0.95 | 0.99 | 0.96 | NA | NA | NA | NA |
| RS | NA | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | NA | 0.79 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.96 | 0.94 | 0.95 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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- GRF (Eagle Capital Growth) 0.0% (94%)
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