Find A Portfolio/Ticker
Comparison Box
IWC: iShares Micro-Cap (ETF)
Basic Info 108.04 0.71(0.65%) October 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/16/2005 |
| Last Dividend Date: | 09/26/2022 |
| 12-Mo. Yield | 0.40% |
| Expenses | 0.60% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | -21.4 | -24.2 | 9.2 | 3.6 | 8.7 | 5.2 | 5.8 | 18.4 | 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 |
| SR | NA | -1.18 | -1.05 | 0.21 | 0.09 | 0.35 | NA | 0.19 | 0.73 | 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 |
| DD(%) | NA | 27.4 | 33.8 | 43.6 | 47.2 | 47.2 | NA | 64.6 | 15.0 | 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 |
| SD(%) | NA | 27.7 | 26.2 | 31.6 | 26.8 | 22.2 | NA | 24.9 | 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 |
| TR | NA | -0.33 | -0.28 | 0.06 | 0.02 | 0.08 | NA | 0.05 | 0.15 | 0.21 | 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 | -0.04 | 0.01 | -0.01 | 0.0 | NA | -0.01 | -0.01 | 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 | 1.02 | 1.02 | 1.03 | NA | 1.0 | 1.19 | 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 | 0.91 | 0.91 | 0.88 | 0.88 | 0.88 | NA | 0.92 | 0.78 | 0.92 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) (99%)
- DFSCX (DFA US Micro Cap I) (99%)
- IASCX (ING Small Company Port Adv) (98%)
- RDVIX (Royce Dividend Value Invmt) (96%)
- RMCFX (Royce Micro-Cap Svc) (96%)
- RSEFX (Royce Special Equity Svc) (95%)
- RTRIX (Royce Total Return Instl) (95%)
- LRSYX (Lord Abbett Small Cap Value I) (92%)
- GLSIX (Aberdeen Health Sciences I/S) (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) (92%)
Best ETFs
- IWM (iShares Russell 2000) (99%)
- JKJ (iShares Morningstar Small-Cap) (99%)
- IWC (iShares Micro-Cap) (98%)
- EES (WisdomTree SmallCap Earnings ETF) (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) (97%)
- IJR (iShares Core S&P Small-Cap) (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) (97%)
- RWJ (RevenueShares Small Cap ETF) (96%)
- VB (Vanguard Small-Cap ETF) (96%)
Best Closed End Funds
* Day change on 10/05/2022.Latest Articles Related to IWC
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
