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IWB: iShares Russell 1000 ETF (ETF)
Basic Info 277.99 3.25(1.18%) April 23
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (97%) |
Start Date: | 05/19/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.23% |
Expenses | 0.15% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/2000 |
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(%) | 0.5 | 6.3 | 24.5 | 7.2 | 13.2 | 12.1 | 14.7 | 9.8 | 7.5 | 26.4 | -19.2 | 26.3 | 20.8 | 31.1 | -4.9 | 21.5 | 12.0 | 0.8 | 13.1 | 32.8 | 16.5 | 1.2 | 16.1 | 28.3 | -37.4 | 5.3 | 15.4 | 6.3 | 11.0 | 30.1 | -22.3 | -12.1 | -5.0 |
Sharpe Ratio | NA | 0.91 | 1.46 | 0.24 | 0.52 | 0.61 | NA | NA | 0.32 | 1.67 | -0.84 | 1.99 | 0.59 | 2.37 | -0.37 | 3.12 | 0.89 | 0.05 | 1.15 | 2.92 | 1.29 | 0.05 | 0.88 | 1.05 | -0.97 | 0.15 | 1.2 | 0.4 | 0.9 | 1.74 | -0.91 | -0.66 | -0.61 |
Draw Down(%) | NA | 5.5 | 10.3 | 25.2 | 34.6 | 34.6 | NA | NA | 55.4 | 10.3 | 25.2 | 5.2 | 34.6 | 6.6 | 19.7 | 2.6 | 10.9 | 12.0 | 7.6 | 5.8 | 9.9 | 19.5 | 16.0 | 26.9 | 48.1 | 9.9 | 7.9 | 6.8 | 8.1 | 13.4 | 33.1 | 29.5 | 17.5 |
Standard Deviation(%) | NA | 11.7 | 12.0 | 17.6 | 21.5 | 17.8 | NA | NA | 19.3 | 13.4 | 24.6 | 13.2 | 34.6 | 12.5 | 16.9 | 6.7 | 13.3 | 15.3 | 11.4 | 11.2 | 12.9 | 23.2 | 18.1 | 26.8 | 39.2 | 15.9 | 10.1 | 10.4 | 11.2 | 16.9 | 25.7 | 22.2 | 20.0 |
Treynor Ratio | NA | 0.11 | 0.17 | 0.04 | 0.11 | 0.11 | NA | NA | 0.06 | 0.23 | -0.21 | 0.27 | 0.21 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.13 | 0.33 | 0.17 | 0.01 | 0.16 | 0.29 | -0.4 | 0.02 | 0.12 | 0.04 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.01 | 0.99 | 0.99 | 1.0 | 1.0 | 0.98 | 1.0 | 0.98 | 0.95 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | NA | NA |
RSquared | NA | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | NA | NA | 0.8 | 0.96 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 | 0.97 | 0.96 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 1.5 | 1.4 | 1.9 | 2.7 | 5.0 | 3.4 | N/A | 1.6 | 1.2 | 1.4 | 1.6 | 2.2 | 1.9 | 1.9 | 2.1 | 1.9 | 1.9 | 2.1 | 2.3 | 1.9 | 1.9 | 2.4 | 1.5 | 1.7 | 1.8 | 2.0 | 1.9 | 2.2 | 1.2 | 1.0 | 0.6 |
Dividend Growth(%) | N/A | -74.8 | 4.2 | 9.9 | 31.7 | 106.8 | N/A | N/A | N/A | 4.9 | 13.8 | 0.0 | -5.6 | 7.0 | 17.7 | 3.4 | 6.3 | 12.8 | 14.0 | 6.2 | 20.9 | 14.5 | -1.7 | -2.5 | -9.0 | 10.7 | -6.9 | 16.1 | 5.7 | 45.2 | 4.3 | 59.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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