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IWN: iShares Russell 2000 Value (ETF)
Basic Info 145.08 0.9(0.62%) December 08
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 09/26/2023 |
| 12-Mo. Yield | 2.33% |
| Expenses | 0.23% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | 6.4 | 2.9 | 5.7 | 6.5 | 6.1 | 9.9 | 8.4 | -14.8 | 28.0 | 4.6 | 22.0 | -13.0 | 7.7 | 32.0 | -7.7 | 4.1 | 34.3 | 18.0 | -5.8 | 24.7 | 20.6 | -28.7 | -10.3 | 23.5 | 4.4 | 22.1 | 46.4 | -11.4 | 12.9 | 13.8 |
| SR | NA | 0.12 | -0.07 | 0.17 | 0.18 | 0.23 | NA | 0.31 | -0.65 | 1.27 | 0.09 | 1.32 | -0.89 | 0.57 | 1.8 | -0.5 | 0.29 | 2.41 | 1.13 | -0.19 | 0.97 | 0.55 | -0.61 | -0.61 | 1.2 | 0.14 | 1.31 | 2.61 | -0.51 | 0.58 | 1.98 |
| DD(%) | NA | 18.7 | 18.7 | 25.9 | 44.6 | 46.1 | NA | 61.5 | 22.7 | 11.9 | 44.6 | 11.6 | 24.9 | 6.7 | 12.7 | 15.0 | 12.4 | 6.0 | 11.8 | 28.6 | 22.0 | 36.9 | 48.7 | 18.8 | 12.0 | 10.2 | 11.4 | 12.5 | 34.1 | 19.4 | 8.8 |
| SD(%) | NA | 20.4 | 20.3 | 22.4 | 28.0 | 22.5 | NA | 24.1 | 24.8 | 21.9 | 46.3 | 15.6 | 16.1 | 12.5 | 17.6 | 15.6 | 14.3 | 14.2 | 16.1 | 31.6 | 25.4 | 37.5 | 48.5 | 22.0 | 16.9 | 15.3 | 16.2 | 17.5 | 24.3 | 18.5 | 15.9 |
| TR | NA | 0.02 | -0.01 | 0.04 | 0.05 | 0.05 | NA | 0.07 | -0.16 | 0.26 | 0.04 | 0.19 | -0.14 | 0.06 | 0.3 | -0.08 | 0.04 | 0.33 | 0.18 | -0.06 | 0.23 | 0.22 | -0.29 | -0.12 | 0.17 | 0.02 | 0.2 | 0.44 | -0.13 | 0.14 | 0.48 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | 0.03 | -0.01 | 0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 |
| Beta | NA | 1.08 | 1.07 | 1.04 | 1.03 | 1.04 | NA | 1.01 | 0.99 | 1.08 | 1.03 | 1.06 | 1.01 | 1.14 | 1.04 | 1.0 | 1.02 | 1.05 | 1.02 | 1.02 | 1.05 | 0.94 | 1.03 | 1.12 | 1.17 | 1.03 | 1.09 | 1.03 | 0.94 | 0.79 | 0.65 |
| RS | NA | 0.95 | 0.95 | 0.95 | 0.97 | 0.96 | NA | 0.95 | 0.97 | 0.92 | 0.98 | 0.96 | 0.97 | 0.94 | 0.96 | 0.95 | 0.92 | 0.96 | 0.98 | 0.99 | 0.99 | 0.97 | 0.98 | 0.94 | 0.93 | 0.93 | 0.93 | 0.91 | 0.93 | 0.86 | 0.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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See SMALL VALUE Asset Class Trend Rankings |
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- VTWV (Vanguard Russell 2000 Value ETF) 0.74% (33%)
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