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IWL: iShares Russell Top 200 (ETF)
Basic Info 83.2 0.15(0.18%) October 23
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/28/2009 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 1.22% |
| Expenses | 0.15% |
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Performance Analytics (As of 10/23/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 11.7 | 21.5 | 14.1 | 13.8 | 14.1 | 13.7 | 31.7 | -3.3 | 22.4 | 10.1 | 1.7 | 14.4 | 31.8 | 15.6 | 3.0 | 11.3 | 6.2 |
| SR | NA | 0.38 | 0.63 | 0.57 | 0.68 | 0.8 | 0.79 | 2.36 | -0.27 | 3.28 | 0.76 | 0.11 | 1.32 | 3.07 | 1.27 | 0.13 | 0.71 | 1.9 |
| DD(%) | NA | 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 | 37.0 | 33.5 | 22.9 | 19.0 | 17.0 | 16.9 | 12.8 | 17.1 | 6.7 | 12.9 | 14.8 | 10.9 | 10.4 | 12.3 | 22.2 | 15.8 | 13.6 |
| TR | NA | 0.14 | 0.22 | 0.13 | 0.13 | 0.15 | 0.15 | 0.3 | -0.05 | 0.23 | 0.11 | 0.02 | 0.16 | 0.37 | 0.18 | 0.03 | 0.19 | 0.46 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 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 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.9 | 1.02 | 0.98 | 0.93 | 0.93 | 0.92 | 0.91 | 0.86 | 0.88 | 0.87 | 0.6 | 0.56 |
| RS | NA | 0.99 | 0.99 | 0.98 | 0.97 | 0.93 | 0.88 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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