Find A Portfolio/Ticker
Comparison Box
IWL: iShares Russell Top 200 (ETF)
Basic Info 93.88 0.89(0.96%) February 24
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 09/28/2009 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 1.22% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/23/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 4.0 | 30.0 | 16.2 | 18.1 | 14.2 | 14.5 | 22.1 | 31.7 | -3.3 | 22.4 | 10.1 | 1.7 | 14.4 | 31.8 | 15.6 | 3.0 | 11.3 | 6.2 |
| SR | NA | 2.25 | 0.57 | 0.66 | 0.93 | 0.8 | 0.84 | 0.64 | 2.36 | -0.27 | 3.28 | 0.76 | 0.11 | 1.32 | 3.07 | 1.27 | 0.13 | 0.71 | 1.9 |
| DD(%) | NA | 3.6 | 32.7 | 32.7 | 32.7 | 32.7 | 32.7 | 32.7 | 7.0 | 19.3 | 2.5 | 10.3 | 11.9 | 7.4 | 5.2 | 9.4 | 17.9 | 15.4 | 5.0 |
| SD(%) | NA | 14.6 | 34.2 | 23.0 | 18.9 | 17.1 | 16.9 | 34.1 | 12.8 | 17.1 | 6.7 | 12.9 | 14.8 | 10.9 | 10.4 | 12.3 | 22.2 | 15.8 | 13.6 |
| TR | NA | 0.34 | 0.2 | 0.16 | 0.18 | 0.14 | 0.16 | 0.22 | 0.3 | -0.05 | 0.23 | 0.11 | 0.02 | 0.16 | 0.37 | 0.18 | 0.03 | 0.19 | 0.46 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 |
| Beta(%) | NA | 0.97 | 0.98 | 0.98 | 0.98 | 0.94 | 0.9 | 0.98 | 1.02 | 0.98 | 0.93 | 0.93 | 0.92 | 0.91 | 0.86 | 0.88 | 0.87 | 0.6 | 0.56 |
| RS | NA | 0.98 | 0.99 | 0.98 | 0.98 | 0.94 | 0.88 | 0.99 | 0.98 | 0.95 | 0.88 | 0.9 | 0.93 | 0.91 | 0.85 | 0.84 | 0.87 | 0.48 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2009
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 BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- ACFSX (American Century Legacy Foc Lg Cap Instl) 0.39% (100%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.69% (100%)
- DSFRX (Domini Social Equity R) 0.80% (99%)
- SVSPX (SSgA S&P 500 Index Instl) 1.14% (99%)
- CMVIX (BlackRock Mid-Cap Value Equity Instl) 0.86% (99%)
- BMCAX (BlackRock Mid-Cap Value Equity Inv A) 0.86% (99%)
- JUEMX (JPMorgan US Equity R6) 1.26% (99%)
- PLBEX (Plumb Equity) 0.92% (98%)
- SICWX (Sentinel Common Stock I) 1.15% (98%)
- FDTIX (Fidelity Advisor Diversified Stock I) 1.47% (98%)
Best ETFs
- GURU (Global X Guru™ Index ETF) 0.36% (99%)
- MOAT (Market Vectors Mstar Wide Moat ETF) 1.59% (99%)
- VTHR (Vanguard Russell 3000 ETF) 1.23% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.61% (97%)
- IWL (iShares Russell Top 200) 0.96% (96%)
- SCHX (Schwab US Large-Cap ETF) 1.06% (94%)
- MGC (Vanguard Mega Cap ETF) 1.02% (93%)
- ITOT (iShares Core S&P Total US Stock Mkt) 1.20% (93%)
- SCHB (Schwab US Broad Market ETF) 1.11% (93%)
- VTI (Vanguard Total Stock Market ETF) 1.12% (92%)
Best Closed End Funds
- CLM (Cornerstone Strategic Value) 0.55% (99%)
- USA (Liberty All-Star Equity) 1.08% (98%)
- CRF (Cornerstone Total Return Fund) 1.05% (95%)
- GGT (Gabelli Global Multimedia) 1.62% (84%)
- FFA (First Trust Enhanced Equity Income) 0.78% (74%)
- GAB (Gabelli Equity) 1.07% (67%)
- ADX (Adams Express) 1.24% (61%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.56% (37%)
- GRF (Eagle Capital Growth) 1.15% (25%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.61% (17%)
Latest Articles Related to IWL
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