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IWL: iShares Russell Top 200 ETF (ETF)
Basic Info 153.74 1.14(0.74%) July 07
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 09/28/2009 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.63% |
| Expenses | 0.15% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/28/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 6.2 | 13.4 | 21.0 | 17.1 | 14.3 | 15.0 | 14.2 | 27.1 | 29.8 | -19.9 | 27.8 | 22.1 | 31.7 | -3.3 | 22.4 | 10.1 | 1.7 | 14.4 | 31.8 | 15.6 | 3.0 | 11.3 | 6.2 |
| Sharpe Ratio | NA | 0.47 | 0.54 | 1.01 | 0.84 | 0.7 | NA | 0.78 | 1.54 | 1.96 | -0.87 | 2.13 | 0.64 | 2.36 | -0.27 | 3.28 | 0.77 | 0.11 | 1.32 | 3.07 | 1.28 | 0.13 | 0.71 | 1.9 |
| Draw Down(%) | NA | 19.4 | 19.4 | 19.4 | 25.6 | 32.7 | NA | 32.7 | 9.0 | 9.1 | 25.6 | 5.4 | 32.7 | 7.0 | 19.3 | 2.5 | 10.3 | 11.9 | 7.4 | 5.2 | 9.4 | 17.9 | 15.4 | 5.0 |
| Standard Deviation(%) | NA | 24.3 | 20.3 | 17.5 | 17.7 | 18.4 | NA | 17.1 | 13.3 | 13.1 | 24.5 | 13.1 | 34.1 | 12.8 | 17.1 | 6.7 | 12.9 | 14.8 | 10.9 | 10.4 | 12.3 | 22.2 | 15.8 | 13.6 |
| Treynor Ratio | NA | 0.11 | 0.11 | 0.18 | 0.15 | 0.13 | NA | 0.15 | 0.2 | 0.26 | -0.22 | 0.29 | 0.23 | 0.3 | -0.05 | 0.23 | 0.11 | 0.02 | 0.16 | 0.37 | 0.18 | 0.03 | 0.19 | 0.46 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.01 | 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 | 1.0 | 1.01 | 1.0 | 1.0 | 0.97 | NA | 0.92 | 1.03 | 0.98 | 0.99 | 0.97 | 0.94 | 1.02 | 0.98 | 0.93 | 0.93 | 0.92 | 0.91 | 0.86 | 0.88 | 0.87 | 0.6 | 0.56 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.95 | NA | 0.89 | 0.99 | 0.99 | 1.0 | 0.98 | 0.92 | 0.98 | 0.95 | 0.88 | 0.9 | 0.93 | 0.91 | 0.85 | 0.84 | 0.87 | 0.48 | 0.45 |
| Yield(%) | N/A | 0.0 | 0.6 | 1.4 | 1.7 | 2.4 | 4.2 | N/A | 1.3 | 1.7 | 1.2 | 1.4 | 1.5 | 2.5 | 1.8 | 1.5 | 1.6 | 2.2 | 1.9 | 2.3 | 4.1 | 1.9 | 1.8 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -42.6 | -0.7 | 22.4 | N/A | N/A | N/A | 0.7 | 8.5 | 8.0 | 8.9 | -20.1 | 30.4 | 45.4 | 2.2 | -24.6 | 26.6 | 3.8 | -35.5 | 112.9 | 17.5 | 205.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2009
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