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IVW: iShares S&P 500 Growth (ETF)

Basic Info     62.97 0.39(0.62%) March 30

Asset Class:LARGE GROWTH
MyPlanIQ Rating: (99%)
Start Date:05/26/2000
Last Dividend Date:12/13/2022
12-Mo. Yield 0.36%
Expenses 0.18%
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Performance Analytics (As of 03/27/2023)

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Last 1 Week* YTD*(2023) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
AR(%) 2.0 7.6 -18.7 15.6 11.5 13.3 11.3 6.5 -28.9 31.8 32.9 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
SR NA 1.41 -0.71 0.68 0.43 0.65 NA 0.27 -0.99 1.95 0.94 2.3 -0.08 3.72 0.49 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
DD(%) NA 6.3 27.1 32.3 32.3 32.3 NA 57.3 31.9 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
SD(%) NA 17.0 28.5 24.3 24.3 19.4 NA 20.2 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
TR NA 0.36 -0.25 0.23 0.13 0.16 NA 0.07 -0.38 0.65 0.34 0.48 -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 -0.03 -0.01 0.02 0.0 0.0 NA 0.01 0.02 0.06 -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 0.67 0.82 0.73 0.78 0.81 NA 0.81 0.81 0.49 0.94 0.61 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
RS NA 0.87 0.94 0.85 0.86 0.88 NA 0.89 0.94 0.64 0.94 0.72 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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000

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