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IVW: iShares S&P 500 Growth ETF (ETF)
Basic Info 81.12 0.48(0.59%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/26/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.93% |
Expenses | 0.18% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
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(%) | -4.6 | 8.1 | 26.7 | 5.9 | 14.2 | 14.2 | 15.7 | 10.6 | 7.4 | 29.8 | -29.5 | 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 |
Sharpe Ratio | NA | 2.8 | 2.16 | 0.26 | 0.56 | 0.7 | NA | NA | 0.32 | 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 | 3.0 | 9.2 | 32.7 | 32.7 | 32.7 | NA | NA | 57.3 | 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 | 16.0 | 13.4 | 21.2 | 23.7 | 19.5 | NA | NA | 19.9 | 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 | 0.52 | 0.4 | 0.07 | 0.16 | 0.16 | NA | NA | 0.08 | 0.39 | -0.38 | 0.46 | 0.34 | 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 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 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 | 0.87 | 0.73 | 0.77 | 0.83 | 0.83 | NA | NA | 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 | 0.96 | 0.9 | 0.91 | 0.91 | 0.91 | NA | NA | 0.9 | 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 | 0.1 | 1.0 | 0.8 | 0.6 | 1.5 | 3.2 | 2.2 | N/A | 1.3 | 0.6 | 0.6 | 0.6 | 2.1 | 1.3 | 1.6 | 1.6 | 1.6 | 1.6 | 1.9 | 2.0 | 1.7 | 1.6 | 1.8 | 1.1 | 1.3 | 1.3 | 1.3 | 1.8 | 1.3 | 0.8 | 0.6 | 0.3 |
Dividend Growth(%) | N/A | -89.6 | 10.0 | -72.0 | -40.1 | 51.0 | N/A | N/A | N/A | 42.6 | 42.1 | -69.6 | -60.3 | 63.2 | -3.5 | 8.1 | 5.7 | 15.1 | 5.6 | 3.6 | 27.5 | 19.8 | 12.3 | 9.5 | -8.6 | 6.6 | 0.0 | -21.6 | 61.7 | 22.4 | 22.5 | 53.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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