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IWD: iShares Russell 1000 Value (ETF)
Basic Info 159.97 0.49(0.31%) July 30
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 1.95% |
| Expenses | 0.20% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 17.5 | 38.2 | 11.2 | 11.2 | 11.9 | 7.7 | 7.6 | 2.7 | 26.4 | -8.4 | 13.5 | 17.3 | -4.0 | 13.2 | 32.1 | 17.5 | 0.1 | 15.5 | 19.2 | -36.5 | -0.7 | 22.5 | 6.6 | 16.1 | 30.7 | -15.6 | -6.2 | 9.0 |
| SR | NA | 2.36 | 2.51 | 0.44 | 0.54 | 0.64 | NA | 0.33 | 0.07 | 2.18 | -0.65 | 1.79 | 1.22 | -0.26 | 1.21 | 2.82 | 1.34 | 0.0 | 0.8 | 0.62 | -0.88 | -0.22 | 2.0 | 0.41 | 1.37 | 1.75 | -0.67 | -0.52 | 0.87 |
| DD(%) | NA | 5.0 | 7.1 | 38.5 | 38.5 | 38.5 | NA | 60.1 | 38.5 | 6.7 | 18.3 | 4.2 | 10.7 | 13.4 | 7.8 | 5.5 | 10.0 | 21.4 | 16.5 | 32.5 | 48.2 | 12.9 | 7.3 | 6.8 | 7.6 | 15.3 | 31.9 | 20.3 | 6.5 |
| SD(%) | NA | 13.7 | 15.2 | 23.7 | 19.5 | 17.9 | NA | 19.9 | 36.6 | 11.4 | 15.0 | 7.2 | 13.9 | 15.5 | 10.9 | 11.3 | 13.1 | 24.4 | 19.2 | 30.9 | 42.3 | 16.9 | 9.6 | 10.8 | 11.1 | 17.1 | 24.9 | 16.8 | 13.2 |
| TR | NA | 0.31 | 0.37 | 0.1 | 0.1 | 0.11 | NA | 0.07 | 0.02 | 0.25 | -0.1 | 0.13 | 0.16 | -0.04 | 0.13 | 0.32 | 0.17 | 0.0 | 0.15 | 0.2 | -0.39 | -0.04 | 0.2 | 0.04 | 0.15 | 0.31 | -0.19 | -0.11 | 0.15 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta(%) | NA | 1.03 | 1.02 | 1.01 | 1.01 | 1.01 | NA | 0.97 | 1.02 | 0.99 | 0.95 | 1.0 | 1.04 | 1.0 | 0.99 | 1.01 | 1.02 | 1.02 | 1.04 | 0.97 | 0.96 | 0.98 | 0.99 | 0.99 | 1.01 | 0.98 | 0.89 | 0.78 | 0.78 |
| RS | NA | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.97 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.94 | 0.94 | 0.95 | 0.95 | 0.96 | 0.89 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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