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IWC: iShares Micro-Cap ETF (ETF)
Basic Info 117.88 0.15(0.13%) May 23
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/16/2005 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.94% |
| Expenses | 0.60% |
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Performance Analytics (As of 05/19/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/16/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | -9.6 | 0.4 | 3.6 | 9.2 | 5.2 | 8.4 | 5.6 | 13.6 | 9.0 | -21.9 | 18.7 | 20.9 | 22.2 | -13.1 | 12.3 | 20.6 | -5.0 | 3.6 | 45.2 | 19.5 | -9.8 | 29.6 | 23.7 | -39.0 | -9.0 | 14.9 | 2.8 |
| Sharpe Ratio | NA | -0.71 | -0.16 | -0.01 | 0.33 | 0.16 | NA | 0.18 | 0.29 | 0.22 | -0.85 | 0.74 | 0.49 | 1.25 | -0.83 | 0.92 | 1.1 | -0.29 | 0.2 | 3.1 | 1.18 | -0.31 | 1.15 | 0.68 | -0.92 | -0.62 | 0.71 | 0.36 |
| Draw Down(%) | NA | 27.0 | 29.6 | 29.6 | 41.1 | 47.2 | NA | 64.6 | 12.7 | 24.8 | 28.0 | 14.8 | 43.6 | 12.8 | 28.9 | 6.9 | 17.7 | 17.7 | 16.7 | 5.0 | 12.2 | 30.7 | 22.7 | 34.3 | 51.8 | 17.0 | 15.0 | 8.6 |
| Standard Deviation(%) | NA | 31.1 | 27.3 | 24.9 | 25.6 | 24.1 | NA | 24.9 | 23.9 | 21.3 | 27.5 | 25.3 | 41.9 | 16.6 | 17.4 | 12.8 | 18.6 | 17.2 | 17.9 | 14.6 | 16.7 | 32.1 | 25.6 | 34.6 | 43.3 | 19.4 | 16.3 | 14.3 |
| Treynor Ratio | NA | -0.22 | -0.04 | 0.0 | 0.08 | 0.04 | NA | 0.04 | 0.05 | 0.04 | -0.24 | 0.16 | 0.22 | 0.2 | -0.15 | 0.1 | 0.2 | -0.05 | 0.03 | 0.46 | 0.2 | -0.1 | 0.28 | 0.25 | -0.42 | -0.12 | 0.11 | 0.06 |
| Alpha | NA | -0.06 | -0.01 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | 0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.02 | 0.01 | -0.03 | 0.0 | -0.03 | -0.03 | -0.04 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.12 | 1.07 | 1.08 | 1.02 | NA | 1.0 | 1.29 | 1.07 | 0.97 | 1.19 | 0.95 | 1.05 | 0.97 | 1.15 | 1.04 | 1.03 | 1.16 | 0.99 | 0.98 | 1.0 | 1.05 | 0.95 | 0.95 | 1.02 | 1.04 | 0.93 |
| RSquared | NA | 0.89 | 0.86 | 0.87 | 0.85 | 0.85 | NA | 0.9 | 0.85 | 0.87 | 0.92 | 0.78 | 0.86 | 0.86 | 0.9 | 0.83 | 0.89 | 0.85 | 0.85 | 0.86 | 0.91 | 0.96 | 0.96 | 0.96 | 0.96 | 0.94 | 0.95 | 0.92 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.2 | 1.5 | 1.4 | 2.3 | N/A | 1.2 | 1.3 | 0.9 | 0.9 | 1.2 | 1.4 | 0.9 | 0.7 | 1.4 | 1.4 | 1.1 | 1.4 | 2.2 | 1.1 | 1.0 | 1.0 | 0.8 | 0.7 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -16.1 | 17.4 | 26.3 | N/A | N/A | N/A | 1.3 | 7.1 | 16.1 | -6.4 | -1.0 | 41.8 | 30.6 | -36.0 | -7.5 | 25.3 | 12.7 | -25.5 | 89.1 | 32.4 | 27.1 | -23.0 | -0.2 | 39.3 | 212.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2005
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