Find A Portfolio/Ticker
Comparison Box
IWD: iShares Russell 1000 Value (ETF)
Basic Info 141.03 0.86(0.61%) January 21
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 1.00% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/19/2021)
Not up-to-date? Try| 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(%) | -0.3 | 3.1 | 4.8 | 5.4 | 12.1 | 10.5 | 7.3 | 7.1 | 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 | 6.12 | 0.13 | 0.2 | 0.58 | 0.56 | NA | 0.3 | 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 | 1.3 | 38.5 | 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 | 16.7 | 36.7 | 23.8 | 19.6 | 17.9 | NA | 20.0 | 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 | 0.99 | 0.05 | 0.05 | 0.11 | 0.1 | NA | 0.06 | 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 | 1.04 | 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 | 0.99 | 0.99 | 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
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 LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- MRIEX (Meridian Equity Income Investor) 0.25% (100%)
- MEIFX (Meridian Equity Income) 0.25% (100%)
- NPNCX (Neuberger Berman Large Cap Value C) 1.37% (100%)
- WESIX (GAMCO Westwood Income I) 0.32% (100%)
- FAIRX (Fairholme) 1.31% (99%)
- QIACX (Federated MDT All Cap Core Instl) 0.29% (99%)
- EVSIX (Wells Fargo Advantage Discp US Core I) 0.05% (98%)
- LBSAX (Columbia Dividend Income A) 0.38% (98%)
- MALRX (BlackRock Large Cap Core Instl) 0.0% (97%)
- BEGIX (Sterling Capital Equity Income Instl) 0.93% (97%)
Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 0.27% (99%)
- FNDB (Schwab Fundamental US Broad Market ETF) 0.32% (95%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.03% (94%)
- FNDX (Schwab Fundamental US Large Company ETF) 0.34% (93%)
- PFM (PowerShares Dividend Achievers ETF) 0.36% (92%)
- RWL (RevenueShares Large Cap ETF) 0.14% (87%)
- DEF (Guggenheim Defensive Equity ETF) 0.23% (87%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 0.38% (83%)
- SDY (SPDR S&P Dividend ETF) 0.99% (78%)
- DLN (WisdomTree LargeCap Dividend ETF) 0.05% (76%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.33% (95%)
- TY (Tri-Continental) 0.66% (89%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.46% (86%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.37% (81%)
- GDV (Gabelli Dividend & Income) 0.13% (55%)
- BIF (Boulder Growth & Income Common) 0.79% (55%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.12% (44%)
Latest Articles Related to IWD
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments