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IWM: iShares Russell 2000 (ETF)
Basic Info 224.65 0.36(0.16%) April 16
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 0.94% |
| Expenses | 0.20% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 14.8 | 94.5 | 14.6 | 16.4 | 12.0 | 9.1 | 9.4 | 20.0 | 25.4 | -11.1 | 14.6 | 21.6 | -4.5 | 5.0 | 38.7 | 16.7 | -4.4 | 26.9 | 28.5 | -34.1 | -1.8 | 18.3 | 4.5 | 18.0 | 47.9 | -20.4 | 1.8 | 5.6 |
| SR | NA | 2.36 | 3.34 | 0.49 | 0.66 | 0.52 | NA | 0.34 | 0.48 | 1.5 | -0.69 | 1.18 | 1.17 | -0.27 | 0.31 | 2.65 | 1.02 | -0.14 | 1.09 | 0.82 | -0.76 | -0.23 | 0.84 | 0.14 | 0.96 | 2.47 | -0.81 | -0.02 | 0.2 |
| DD(%) | NA | 9.5 | 11.8 | 41.1 | 41.1 | 41.1 | NA | 58.6 | 41.1 | 9.6 | 26.8 | 6.4 | 15.8 | 16.1 | 12.7 | 5.2 | 12.7 | 28.9 | 20.1 | 32.9 | 49.1 | 13.8 | 14.1 | 11.8 | 14.2 | 12.8 | 37.2 | 26.6 | 18.5 |
| SD(%) | NA | 26.3 | 28.3 | 28.0 | 23.6 | 22.1 | NA | 24.3 | 41.0 | 16.0 | 18.0 | 11.9 | 18.2 | 16.6 | 16.1 | 14.6 | 16.5 | 32.2 | 24.6 | 34.7 | 45.7 | 21.0 | 17.9 | 15.9 | 17.9 | 19.1 | 26.4 | 24.5 | 27.9 |
| TR | NA | 0.54 | 0.84 | 0.13 | 0.15 | 0.11 | NA | 0.08 | 0.2 | 0.22 | -0.12 | 0.12 | 0.2 | -0.04 | 0.05 | 0.37 | 0.17 | -0.04 | 0.26 | 0.3 | -0.34 | -0.04 | 0.13 | 0.02 | 0.16 | 0.45 | -0.21 | -0.01 | 0.05 |
| Alpha(%) | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta(%) | NA | 1.16 | 1.12 | 1.02 | 1.03 | 1.03 | NA | 1.03 | 1.0 | 1.07 | 1.05 | 1.14 | 1.07 | 1.06 | 1.1 | 1.05 | 1.01 | 1.02 | 1.03 | 0.96 | 1.01 | 1.11 | 1.14 | 1.07 | 1.07 | 1.04 | 1.02 | 1.01 | 1.02 |
| RS | NA | 0.95 | 0.96 | 0.97 | 0.97 | 0.97 | NA | 0.96 | 0.97 | 0.96 | 0.98 | 0.96 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.94 | 0.94 | 0.94 | 0.93 | 0.93 | 0.94 | 0.93 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See SMALL BLEND Asset Class Trend Rankings |
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- RWJ (RevenueShares Small Cap ETF) 0.65% (98%)
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- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.45% (86%)
- SCHA (Schwab US Small-Cap ETF) 0.25% (86%)
- IWM (iShares Russell 2000) 0.16% (85%)
- EES (WisdomTree SmallCap Earnings ETF) 0.65% (84%)
- VIOO (Vanguard S&P Small-Cap 600 ETF) 0.37% (82%)
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* Day change on 04/16/2021.Latest Articles Related to IWM
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