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IWDP.L: ISHARES II PLC ISHARES DM PROPE (ETF)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/23/2006 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.59% |
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Performance Analytics (As of 07/16/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/23/2006 |
2020 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6601.8 | 306.9 | 144.3 | 63.3 | 42.1 | 6601.8 | 7451.4 | -1.7 | 21.0 | 0.6 | 25.3 | -4.2 | 12.9 | -4.7 | 21.6 | -16.7 | -0.1 | -10.0 | 3.3 |
Sharpe Ratio | NA | 1.94 | 0.43 | 0.32 | 0.21 | 0.16 | NA | 11.58 | 0.0 | 0.08 | 0.0 | 0.13 | -0.28 | 1.2 | -0.24 | 0.24 | -0.37 | -0.02 | -0.54 | 1.07 |
Draw Down(%) | NA | 0.0 | 99.1 | 99.1 | 99.1 | 99.1 | 0.0 | 99.1 | 99.0 | 36.2 | 43.9 | 42.7 | 22.5 | 5.6 | 21.0 | 41.0 | 54.7 | 50.7 | 21.8 | 3.2 |
Standard Deviation(%) | NA | 0.0 | 799.4 | 496.0 | 313.3 | 258.3 | 0.0 | 3794.7 | 691.8 | 244.2 | 149.6 | 198.0 | 15.2 | 10.8 | 19.3 | 88.0 | 45.1 | 57.6 | 24.4 | 15.3 |
Treynor Ratio | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.04 | 0.0 | 1.54 | 0.0 | -0.29 | -0.01 | -1.11 | -0.09 | 0.42 | -0.13 | 0.41 | -0.47 | -0.02 | -0.2 | 0.47 |
Alpha | NA | 1259.0 | 56.66 | 23.94 | 9.36 | 5.96 | NA | 1282.25 | 38.73 | 1.27 | 0.44 | 0.89 | -0.02 | 0.01 | 0.01 | 0.19 | -0.09 | 0.22 | -0.02 | 0.04 |
Beta | NA | -86.21 | -307.69 | -96.37 | -26.82 | -9.49 | NA | 285.27 | 30.99 | -0.7 | -1.08 | -0.23 | 0.48 | 0.31 | 0.37 | 0.52 | 0.35 | 0.61 | 0.67 | 0.35 |
RSquared | NA | 0.0 | 0.13 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.22 | 0.19 | 0.28 | 0.02 | 0.08 | 0.16 | 0.35 | 0.02 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2006
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