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IWC: iShares Micro-Cap (ETF)
Basic Info 88.14 1.37(1.58%) September 25
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 08/16/2005 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 0.48% |
| Expenses | 0.60% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -7.0 | -10.8 | -1.3 | -0.2 | 5.4 | 9.1 | 5.0 | 5.0 | 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 |
| SR | NA | -0.31 | -0.04 | -0.05 | 0.19 | 0.39 | NA | 0.17 | 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 |
| DD(%) | NA | 43.6 | 43.6 | 47.2 | 47.2 | 47.2 | NA | 64.6 | 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 |
| SD(%) | NA | 46.9 | 40.7 | 27.3 | 23.7 | 22.2 | NA | 24.8 | 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 |
| TR | NA | -0.15 | -0.02 | -0.01 | 0.05 | 0.09 | NA | 0.04 | 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 | -0.01 | 0.01 | -0.02 | -0.01 | 0.0 | NA | -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 | 0.98 | 0.98 | 0.99 | 1.01 | 1.01 | NA | 0.99 | 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 |
| RS | NA | 0.93 | 0.92 | 0.91 | 0.9 | 0.91 | NA | 0.93 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2005
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See SMALL BLEND Asset Class Trend Rankings |
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- IWC (iShares Micro-Cap) 1.58% (60%)
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* Day change on 09/25/2020.Latest Articles Related to IWC
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