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IWB: iShares Russell 1000 ETF (ETF)
Basic Info 288.89 0.6(0.21%) April 17
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.99% |
| Expenses | 0.15% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/2000 |
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(%) | 0.4 | -10.3 | 6.0 | 7.4 | 14.3 | 11.3 | 12.2 | 9.9 | 7.4 | 24.3 | 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 | -1.19 | -0.02 | 0.16 | 0.65 | 0.52 | NA | NA | 0.31 | 1.39 | 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 | 19.3 | 19.3 | 19.5 | 25.2 | 34.6 | NA | NA | 55.4 | 8.4 | 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 | 28.5 | 19.0 | 18.7 | 18.1 | 18.5 | NA | NA | 19.3 | 12.8 | 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 | -0.34 | 0.0 | 0.03 | 0.12 | 0.1 | NA | NA | 0.06 | 0.18 | 0.22 | -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 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | NA | NA | 0.98 | 0.99 | 1.01 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | NA | 0.8 | 0.99 | 1.0 | 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 | 0.0 | 1.0 | 1.3 | 2.0 | 2.5 | 3.7 | 3.5 | N/A | 1.4 | 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 | -100.0 | -19.2 | 7.4 | 17.2 | 103.3 | N/A | N/A | N/A | 7.1 | 4.6 | 14.2 | -0.7 | -5.2 | 6.9 | 17.5 | 3.6 | 6.2 | 13.2 | 13.0 | 6.3 | 21.3 | 15.3 | -2.2 | -2.3 | -8.8 | 10.5 | -7.1 | 15.6 | 6.6 | 46.5 | 3.9 | 54.3 | N/A |
*: 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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