Find A Portfolio/Ticker
Comparison Box
IWD: iShares Russell 1000 Value (ETF)
Basic Info 151.8 0.4(0.26%) May 20
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (98%) |
Start Date: | 05/26/2000 |
Last Dividend Date: | 03/24/2022 |
12-Mo. Yield | 1.18% |
Expenses | 0.20% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/20/2022)
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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -1.8 | -8.8 | -2.0 | 9.8 | 8.6 | 11.6 | 6.2 | 7.1 | 25.0 | 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 | -1.16 | -0.14 | 0.39 | 0.39 | 0.66 | NA | 0.31 | 1.91 | 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 | 0.86 |
DD(%) | NA | 10.5 | 10.5 | 38.5 | 38.5 | 38.5 | NA | 60.1 | 6.0 | 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 | 18.7 | 15.0 | 24.0 | 20.1 | 16.9 | NA | 19.7 | 13.1 | 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 | -0.21 | -0.02 | 0.09 | 0.08 | 0.11 | NA | 0.06 | 0.25 | 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 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -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 | 1.05 | 1.01 | 1.02 | 1.01 | 1.01 | NA | 0.97 | 1.0 | 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 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | NA | 0.97 | 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
- HFCVX (Hennessy Cornerstone Value) 0.30% (100%)
- TWEIX (American Century Equity Income Inv) 0.43% (100%)
- VEIPX (Vanguard Equity-Income Inv) 0.31% (99%)
- MAVFX (Matrix Advisors Value) 0.18% (99%)
- VWNFX (Vanguard Windsor II Investor) 0.20% (99%)
- SSHFX (Sound Shore) 0.24% (99%)
- DTLVX (Wilshire Large Company Value Invmt) 0.0% (98%)
- FEQIX (Fidelity Equity-Income) 0.27% (98%)
- FSTKX (Federated MDT Stock Svc) 0.14% (98%)
- TRVLX (T. Rowe Price Value) 0.14% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.11% (100%)
- VTV (Vanguard Value ETF) 0.20% (100%)
- PFM (PowerShares Dividend Achievers ETF) 0.48% (99%)
- IVE (iShares S&P 500 Value) 0.12% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.24% (99%)
- IWD (iShares Russell 1000 Value) 0.26% (98%)
- DTD (WisdomTree Total Dividend ETF) 0.20% (95%)
- DHS (WisdomTree Equity Income ETF) 0.53% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 0.18% (95%)
- DEF (Guggenheim Defensive Equity ETF) 0.37% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.17% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.33% (97%)
- BIF (Boulder Growth & Income Common) 0.47% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.83% (96%)
- GDV (Gabelli Dividend & Income) 0.47% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.74% (96%)
- TY (Tri-Continental) 0.32% (96%)