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IWL: iShares Russell Top 200 (ETF)
Basic Info 125.21 0.91(0.73%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (22%) |
Start Date: | 09/28/2009 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.95% |
Expenses | 0.15% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/28/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 8.8 | 35.0 | 11.3 | 15.6 | 13.5 | 13.9 | 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 | 3.42 | 2.71 | 0.51 | 0.65 | 0.7 | 0.77 | 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 | 1.8 | 9.1 | 25.6 | 32.7 | 32.7 | 32.7 | 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 | 12.2 | 12.1 | 17.5 | 21.3 | 17.6 | 17.0 | 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 | 0.4 | 0.33 | 0.09 | 0.14 | 0.13 | 0.14 | 0.27 | -0.22 | 0.29 | 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 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 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 | 1.04 | 0.98 | 0.98 | 0.98 | 0.97 | 0.92 | 0.97 | 0.99 | 0.97 | 0.98 | 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 | 0.95 | 0.99 | 0.99 | 0.97 | 0.9 | 0.96 | 1.0 | 0.98 | 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
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