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IWB: iShares Russell 1000 (ETF)
Basic Info 228.08 2.47(1.07%) February 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.81% |
| Expenses | 0.15% |
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Performance Analytics (As of 02/03/2023)
| 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(%) | 1.8 | 8.3 | -4.9 | 10.5 | 10.5 | 12.6 | 9.7 | 7.0 | -18.0 | 26.4 | 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 |
| SR | NA | 8.01 | -0.27 | 0.38 | 0.43 | 0.68 | NA | 0.31 | -0.79 | 1.98 | 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 | 0.14 | 1.2 | 0.4 | 0.9 | 1.74 | -0.91 | -0.66 | -0.6 |
| DD(%) | NA | 2.5 | 21.9 | 34.6 | 34.6 | 34.6 | NA | 55.4 | 24.4 | 4.9 | 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 |
| SD(%) | NA | 17.2 | 24.5 | 25.8 | 22.1 | 17.8 | NA | 19.6 | 24.6 | 13.3 | 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 |
| TR | NA | 1.37 | -0.07 | 0.1 | 0.1 | 0.12 | NA | 0.06 | -0.2 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta(%) | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.98 | 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 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 0.8 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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See LARGE BLEND Asset Class Trend Rankings |
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