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IWV: iShares Russell 3000 ETF (ETF)
Basic Info 346.74 0.54(0.16%) December 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 1.41% |
| Expenses | 0.20% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
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(%) | 1.3 | 27.7 | 34.5 | 9.7 | 15.0 | 12.7 | 13.7 | 10.4 | 8.2 | 25.8 | -19.3 | 25.5 | 20.5 | 30.7 | -5.4 | 21.0 | 12.6 | 0.3 | 12.4 | 33.0 | 16.4 | 0.8 | 16.9 | 28.3 | -37.1 | 4.6 | 15.7 | 6.1 | 11.7 | 31.1 | -21.6 | -11.5 | -3.2 |
| Sharpe Ratio | NA | 1.84 | 2.24 | 0.32 | 0.58 | 0.61 | NA | NA | 0.35 | 1.61 | -0.84 | 1.9 | 0.57 | 2.31 | -0.4 | 2.93 | 0.91 | 0.02 | 1.06 | 2.93 | 1.26 | 0.03 | 0.9 | 1.03 | -0.95 | 0.1 | 1.18 | 0.37 | 0.96 | 1.84 | -0.9 | -0.63 | -0.47 |
| Draw Down(%) | NA | 8.4 | 8.4 | 25.1 | 35.2 | 35.2 | NA | NA | 55.6 | 10.7 | 25.1 | 5.1 | 35.2 | 6.8 | 20.1 | 2.8 | 11.3 | 11.9 | 7.6 | 5.7 | 10.0 | 20.5 | 16.1 | 27.3 | 48.0 | 10.2 | 8.3 | 7.0 | 8.3 | 13.4 | 33.2 | 29.3 | 17.6 |
| Standard Deviation(%) | NA | 12.8 | 12.6 | 18.0 | 21.9 | 18.2 | NA | NA | 19.4 | 13.5 | 24.8 | 13.5 | 35.5 | 12.7 | 16.9 | 7.0 | 13.6 | 15.3 | 11.6 | 11.3 | 13.2 | 24.1 | 18.6 | 27.4 | 39.8 | 16.0 | 10.5 | 10.6 | 11.2 | 16.6 | 25.4 | 22.1 | 20.0 |
| Treynor Ratio | NA | 0.23 | 0.28 | 0.06 | 0.12 | 0.11 | NA | NA | 0.07 | 0.21 | -0.21 | 0.26 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.39 | 0.02 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.01 | 1.0 | 1.01 | 1.01 | NA | NA | 1.0 | 1.02 | 1.0 | 1.0 | 1.02 | 1.01 | 0.98 | 1.03 | 1.03 | 0.99 | 1.01 | 1.01 | 1.02 | 1.02 | 1.02 | 1.0 | 0.97 | 0.99 | 1.02 | 1.01 | 0.99 | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | NA | NA | 0.81 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.96 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.0 | 1.4 | 1.3 | 1.8 | 2.4 | 3.8 | 3.2 | N/A | 1.6 | 1.2 | 1.3 | 1.5 | 2.2 | 1.8 | 1.9 | 2.0 | 2.0 | 1.8 | 2.1 | 2.2 | 1.8 | 1.8 | 2.2 | 1.6 | 1.7 | 1.6 | 1.9 | 1.8 | 2.2 | 1.3 | 0.9 | 0.6 |
| Dividend Growth(%) | N/A | -26.6 | 3.0 | 15.4 | 24.8 | 106.8 | N/A | N/A | N/A | 2.8 | 19.8 | -1.2 | -8.5 | 10.1 | 16.1 | 4.5 | -0.3 | 20.4 | 11.5 | 8.1 | 22.6 | 12.7 | -0.2 | -8.8 | -6.5 | 19.6 | -8.6 | 15.8 | 0.5 | 27.9 | 35.2 | 30.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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