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IWP: iShares Russell Mid-Cap Growth (ETF)
Basic Info 90.31 0.98(1.10%) May 26
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/01/2001 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.75% |
| Expenses | 0.23% |
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Performance Analytics (As of 05/26/2023)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 8.0 | 8.6 | 7.0 | 8.1 | 10.3 | 9.2 | 8.5 | -26.4 | 12.7 | 35.2 | 35.0 | -4.9 | 24.9 | 6.9 | -0.5 | 11.7 | 35.5 | 15.6 | -1.9 | 26.1 | 46.5 | -44.4 | 12.0 | 11.3 | 12.3 | 15.3 | 43.3 | -27.9 | -2.8 |
| SR | NA | 0.87 | 0.21 | 0.24 | 0.27 | 0.47 | NA | 0.1 | -0.85 | 0.65 | 0.97 | 2.28 | -0.33 | 2.89 | 0.44 | -0.03 | 0.86 | 2.83 | 1.05 | -0.07 | 1.27 | 1.58 | -1.07 | 0.55 | 0.58 | 0.81 | 1.04 | 2.28 | -1.01 | -0.02 |
| DD(%) | NA | 8.8 | 17.6 | 38.5 | 38.5 | 38.5 | NA | 69.3 | 34.2 | 13.5 | 35.9 | 7.1 | 22.5 | 3.3 | 13.7 | 12.7 | 10.2 | 6.5 | 11.3 | 25.0 | 16.2 | 23.2 | 55.3 | 11.2 | 13.5 | 7.7 | 14.1 | 11.8 | 39.1 | 63.2 |
| SD(%) | NA | 18.8 | 26.0 | 24.8 | 25.8 | 20.6 | NA | 73.3 | 32.6 | 19.5 | 35.8 | 14.7 | 18.8 | 8.5 | 15.2 | 15.2 | 13.5 | 12.5 | 15.0 | 27.4 | 20.4 | 29.4 | 42.4 | 16.5 | 14.0 | 12.6 | 13.9 | 18.6 | 28.6 | 521.1 |
| TR | NA | 0.17 | 0.06 | 0.06 | 0.07 | 0.1 | NA | 0.08 | -0.28 | 0.12 | 0.35 | 0.32 | -0.06 | 0.24 | 0.07 | -0.01 | 0.12 | 0.38 | 0.17 | -0.02 | 0.28 | 0.47 | -0.51 | 0.1 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.11 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.01 | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.96 | 0.97 | 1.02 | 1.01 | 1.0 | NA | 0.96 | 1.01 | 1.06 | 1.0 | 1.05 | 1.02 | 1.0 | 0.95 | 0.96 | 0.98 | 0.94 | 0.92 | 0.96 | 0.92 | 0.98 | 0.88 | 0.93 | 0.91 | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | NA | 0.06 | 0.99 | 0.98 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.94 | 0.95 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2001
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