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IVW: iShares S&P 500 Growth ETF (ETF)
Basic Info 97.56 1.78(1.86%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.43% |
| Expenses | 0.18% |
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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 05/26/2000 |
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(%) | 3.7 | -3.9 | 19.6 | 13.8 | 17.1 | 14.2 | 14.7 | 11.6 | 7.9 | 35.8 | 29.8 | -29.5 | 31.8 | 33.2 | 31.1 | -0.2 | 27.2 | 6.8 | 5.4 | 14.6 | 32.5 | 14.4 | 4.4 | 14.9 | 31.2 | -34.8 | 8.9 | 10.9 | 4.0 | 5.7 | 25.3 | -23.5 | -12.5 | -15.4 |
| Sharpe Ratio | NA | -0.41 | 0.54 | 0.42 | 0.66 | 0.6 | NA | NA | 0.32 | 1.66 | 1.93 | -1.01 | 1.95 | 0.94 | 2.3 | -0.08 | 3.72 | 0.5 | 0.34 | 1.19 | 2.92 | 1.18 | 0.2 | 0.83 | 1.29 | -0.96 | 0.4 | 0.77 | 0.18 | 0.42 | 1.46 | -0.96 | -0.6 | -1.09 |
| Draw Down(%) | NA | 22.2 | 22.2 | 22.2 | 32.7 | 32.7 | NA | NA | 57.3 | 12.7 | 9.2 | 32.3 | 8.7 | 31.4 | 6.4 | 20.6 | 2.2 | 10.9 | 11.5 | 7.4 | 6.1 | 8.5 | 16.5 | 15.1 | 22.3 | 44.9 | 8.7 | 7.8 | 6.5 | 9.5 | 11.7 | 32.2 | 30.7 | 28.7 |
| Standard Deviation(%) | NA | 34.4 | 24.7 | 22.6 | 21.8 | 20.7 | NA | NA | 20.1 | 17.6 | 13.4 | 30.8 | 16.3 | 34.8 | 12.9 | 19.6 | 7.2 | 13.4 | 15.8 | 12.3 | 11.1 | 12.3 | 22.1 | 17.9 | 24.1 | 37.1 | 14.9 | 10.0 | 10.2 | 11.4 | 16.9 | 25.8 | 25.2 | 26.4 |
| Treynor Ratio | NA | -0.15 | 0.15 | 0.11 | 0.19 | 0.16 | NA | NA | 0.08 | 0.35 | 0.39 | -0.38 | 0.46 | 0.35 | 0.51 | -0.02 | 0.34 | 0.07 | 0.06 | 0.17 | 0.36 | 0.18 | 0.05 | 0.16 | 0.32 | -0.37 | 0.07 | 0.11 | 0.02 | 0.07 | 0.29 | -0.32 | -0.22 | -0.43 |
| Alpha | NA | 0.0 | 0.03 | 0.01 | 0.03 | 0.01 | NA | NA | 0.01 | 0.04 | 0.0 | 0.02 | 0.08 | -0.06 | 0.02 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | 0.03 | 0.04 | -0.06 |
| Beta | NA | 0.93 | 0.88 | 0.83 | 0.76 | 0.81 | NA | NA | 0.81 | 0.82 | 0.67 | 0.81 | 0.69 | 0.94 | 0.59 | 0.92 | 0.8 | 0.89 | 0.96 | 0.88 | 0.89 | 0.81 | 0.83 | 0.92 | 0.96 | 0.97 | 0.87 | 0.71 | 0.78 | 0.71 | 0.84 | 0.78 | 0.67 | 0.66 |
| RSquared | NA | 0.98 | 0.95 | 0.94 | 0.87 | 0.87 | NA | NA | 0.89 | 0.92 | 0.88 | 0.94 | 0.83 | 0.94 | 0.68 | 0.97 | 0.91 | 0.96 | 0.97 | 0.95 | 0.94 | 0.93 | 0.97 | 0.98 | 0.96 | 0.95 | 0.93 | 0.84 | 0.8 | 0.83 | 0.92 | 0.91 | 0.87 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.8 | 0.4 | 1.2 | 2.2 | 2.2 | N/A | 0.6 | 1.3 | 0.6 | 0.6 | 0.8 | 2.1 | 1.3 | 1.6 | 1.6 | 1.6 | 1.6 | 1.8 | 2.0 | 1.6 | 1.5 | 1.7 | 1.1 | 1.3 | 1.3 | 1.3 | 1.8 | 1.3 | 0.8 | 0.6 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -47.3 | -66.2 | -69.6 | 35.8 | N/A | N/A | N/A | -43.5 | 47.9 | 34.9 | -76.7 | -47.3 | 63.6 | -3.3 | 7.9 | 5.2 | 15.0 | 6.6 | 3.7 | 26.5 | 20.2 | 13.4 | 6.5 | -7.7 | 6.1 | 1.9 | -23.0 | 60.8 | 26.2 | 20.0 | 50.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See LARGE GROWTH Asset Class Trend Rankings |
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