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IWF: iShares Russell 1000 Growth ETF (ETF)
Basic Info 396.67 5.93(1.52%) May 13
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.41% |
| Expenses | 0.19% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.9 | -1.2 | 18.3 | 20.7 | 18.3 | 15.9 | 15.9 | 12.5 | 7.9 | 33.1 | 42.6 | -29.3 | 27.4 | 38.3 | 35.9 | -1.7 | 30.0 | 7.0 | 5.5 | 12.8 | 33.1 | 15.2 | 2.3 | 16.5 | 36.7 | -38.2 | 11.5 | 8.9 | 4.7 | 6.2 | 30.1 | -28.1 | -20.8 | -17.1 |
| Sharpe Ratio | NA | -0.62 | 0.22 | 0.62 | 0.64 | 0.64 | NA | NA | 0.3 | 1.52 | 2.44 | -1.01 | 1.63 | 1.07 | 2.4 | -0.15 | 3.93 | 0.51 | 0.35 | 1.05 | 2.98 | 1.16 | 0.1 | 0.95 | 1.53 | -1.05 | 0.55 | 0.52 | 0.25 | 0.43 | 1.62 | -1.05 | -0.74 | -1.02 |
| Draw Down(%) | NA | 23.2 | 23.4 | 23.4 | 32.7 | 32.7 | NA | NA | 64.2 | 13.3 | 9.8 | 32.3 | 9.7 | 31.5 | 7.9 | 21.9 | 2.4 | 11.2 | 11.7 | 7.3 | 6.2 | 9.8 | 18.3 | 15.4 | 21.6 | 48.1 | 8.8 | 9.3 | 7.5 | 11.2 | 12.8 | 36.5 | 40.9 | 32.3 |
| Standard Deviation(%) | NA | 33.6 | 24.7 | 22.4 | 22.3 | 21.0 | NA | NA | 21.0 | 17.4 | 15.8 | 30.5 | 16.9 | 35.3 | 14.4 | 19.7 | 7.5 | 13.3 | 15.6 | 12.2 | 11.1 | 13.2 | 23.2 | 17.3 | 23.9 | 37.3 | 15.4 | 10.9 | 10.3 | 12.1 | 18.2 | 27.8 | 32.0 | 30.4 |
| Treynor Ratio | NA | -0.22 | 0.06 | 0.16 | 0.18 | 0.16 | NA | NA | 0.07 | 0.32 | 0.47 | -0.38 | 0.37 | 0.39 | 0.52 | -0.03 | 0.35 | 0.08 | 0.06 | 0.15 | 0.37 | 0.17 | 0.03 | 0.18 | 0.39 | -0.4 | 0.1 | 0.07 | 0.03 | 0.07 | 0.33 | -0.34 | -0.27 | -0.41 |
| Alpha | NA | -0.03 | 0.01 | 0.01 | 0.03 | 0.02 | NA | NA | 0.01 | 0.03 | 0.02 | 0.02 | 0.06 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.02 | 0.04 | -0.06 |
| Beta | NA | 0.93 | 0.89 | 0.85 | 0.8 | 0.83 | NA | NA | 0.86 | 0.82 | 0.82 | 0.81 | 0.74 | 0.97 | 0.66 | 0.93 | 0.84 | 0.88 | 0.95 | 0.88 | 0.9 | 0.88 | 0.87 | 0.89 | 0.95 | 0.97 | 0.89 | 0.79 | 0.8 | 0.78 | 0.9 | 0.85 | 0.88 | 0.76 |
| RSquared | NA | 0.99 | 0.96 | 0.96 | 0.9 | 0.89 | NA | NA | 0.91 | 0.93 | 0.96 | 0.96 | 0.88 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 0.98 | 0.96 | 0.95 | 0.95 | 0.98 | 0.98 | 0.95 | 0.95 | 0.9 | 0.88 | 0.84 | 0.87 | 0.91 | 0.93 | 0.94 | 0.82 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.8 | 1.0 | 1.6 | 2.8 | 2.6 | N/A | 0.6 | 1.0 | 0.6 | 0.6 | 0.9 | 1.3 | 1.2 | 1.4 | 1.5 | 1.4 | 1.5 | 1.6 | 1.8 | 1.4 | 1.4 | 1.8 | 1.0 | 1.0 | 1.0 | 0.9 | 1.1 | 1.2 | 0.6 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -28.6 | 12.1 | 8.2 | 104.1 | N/A | N/A | N/A | -9.3 | 4.0 | 28.8 | -5.1 | -8.7 | 5.1 | 12.4 | -1.7 | 10.3 | 7.5 | 14.4 | 2.3 | 34.5 | 10.6 | 5.1 | 12.3 | 10.6 | 9.4 | 12.3 | -11.5 | 10.8 | 59.1 | 39.2 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See LARGE GROWTH Asset Class Trend Rankings |
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