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IWO: iShares Russell 2000 Growth ETF (ETF)
Basic Info 261.57 6.25(2.45%) May 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.77% |
| Expenses | 0.24% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | -9.1 | 3.5 | 5.4 | 9.0 | 6.6 | 9.4 | 8.5 | 5.8 | 15.0 | 18.5 | -26.3 | 2.5 | 34.7 | 28.5 | -9.4 | 22.3 | 11.7 | -1.3 | 5.9 | 43.3 | 14.8 | -3.0 | 29.4 | 34.6 | -38.5 | 6.9 | 13.2 | 4.0 | 13.9 | 49.4 | -30.3 | -10.4 | -14.9 |
| Sharpe Ratio | NA | -0.87 | -0.11 | 0.04 | 0.25 | 0.2 | NA | NA | 0.18 | 0.4 | 0.73 | -0.85 | 0.1 | 0.88 | 1.57 | -0.53 | 1.8 | 0.59 | -0.08 | 0.32 | 2.86 | 0.86 | -0.09 | 1.23 | 1.08 | -0.89 | 0.18 | 0.52 | 0.11 | 0.64 | 2.24 | -1.06 | -0.4 | -0.96 |
| Draw Down(%) | NA | 26.0 | 28.7 | 28.7 | 42.0 | 42.0 | NA | NA | 60.1 | 11.5 | 19.5 | 34.4 | 17.1 | 39.8 | 9.2 | 28.8 | 6.1 | 18.8 | 17.4 | 14.4 | 5.4 | 13.7 | 29.2 | 18.1 | 28.4 | 52.0 | 12.1 | 17.4 | 13.4 | 19.5 | 13.8 | 42.5 | 38.0 | 32.0 |
| Standard Deviation(%) | NA | 32.1 | 25.5 | 25.0 | 25.4 | 24.1 | NA | NA | 25.3 | 21.4 | 19.8 | 32.4 | 24.0 | 39.0 | 17.2 | 20.5 | 12.1 | 19.5 | 18.2 | 18.2 | 15.2 | 17.2 | 33.1 | 23.9 | 32.0 | 43.9 | 21.0 | 19.0 | 16.4 | 20.2 | 21.8 | 29.7 | 32.3 | 37.6 |
| Treynor Ratio | NA | -0.29 | -0.03 | 0.01 | 0.06 | 0.05 | NA | NA | 0.04 | 0.08 | 0.15 | -0.28 | 0.02 | 0.36 | 0.26 | -0.1 | 0.19 | 0.1 | -0.01 | 0.05 | 0.42 | 0.15 | -0.03 | 0.3 | 0.36 | -0.39 | 0.03 | 0.09 | 0.02 | 0.12 | 0.46 | -0.28 | -0.11 | -0.34 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.07 | -0.03 | -0.11 |
| Beta | NA | 0.95 | 1.01 | 0.99 | 1.03 | 1.02 | NA | NA | 1.03 | 1.11 | 0.99 | 0.98 | 1.12 | 0.96 | 1.06 | 1.05 | 1.14 | 1.09 | 1.11 | 1.14 | 1.03 | 1.0 | 1.02 | 0.99 | 0.96 | 1.0 | 1.12 | 1.09 | 1.07 | 1.06 | 1.06 | 1.12 | 1.2 | 1.04 |
| RSquared | NA | 0.97 | 0.95 | 0.96 | 0.95 | 0.94 | NA | NA | 0.94 | 0.94 | 0.96 | 0.98 | 0.94 | 0.88 | 0.94 | 0.97 | 0.94 | 0.96 | 0.95 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.98 | 0.97 | 0.94 | 0.94 | 0.94 | 0.94 | 0.91 | 0.89 | 0.88 | 0.82 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.8 | 0.9 | 1.0 | 1.6 | 1.8 | N/A | 0.9 | 0.9 | 0.5 | 0.3 | 0.6 | 0.9 | 0.7 | 0.9 | 1.1 | 0.9 | 0.8 | 1.0 | 1.6 | 0.6 | 0.8 | 0.7 | 0.7 | 0.6 | 0.4 | 0.5 | 0.3 | 0.6 | 0.3 | 0.2 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 13.4 | 52.1 | 10.7 | 116.6 | N/A | N/A | N/A | 24.8 | 14.6 | 72.1 | -26.4 | -16.3 | 19.6 | -7.1 | -7.9 | 19.5 | 20.4 | 6.6 | -30.5 | 144.6 | -1.6 | 68.8 | -38.5 | 12.3 | 98.8 | -24.0 | 105.6 | -35.0 | 44.7 | 54.5 | 89.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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