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IXG: iShares Global Financials (ETF)
Basic Info 70.23 0.12(0.17%) May 20
| Asset Class: | Financial |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/30/2021 |
| 12-Mo. Yield | 0.75% |
| Expenses | 0.48% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -12.3 | -10.1 | 6.2 | 5.3 | 9.6 | 0.6 | 3.8 | 25.1 | -3.0 | 20.9 | -18.7 | 21.0 | 9.0 | -6.1 | 0.5 | 23.1 | 27.6 | -22.4 | 1.6 | 29.1 | -55.9 | -11.9 | 23.1 | 9.8 | 14.8 | 36.1 | -18.0 | -0.1 |
| SR | NA | -1.23 | -0.53 | 0.21 | 0.2 | 0.46 | NA | 0.12 | 1.55 | -0.08 | -0.17 | -2.46 | 0.17 | -1.22 | -1.45 | -1.45 | 0.32 | 0.47 | -1.2 | -0.61 | 0.2 | -1.35 | -1.57 | 0.06 | -1.07 | -0.38 | 0.88 | -1.18 | -5.19 |
| DD(%) | NA | 19.4 | 19.4 | 41.8 | 43.5 | 43.5 | NA | 78.4 | 9.0 | 41.8 | 11.0 | 28.7 | 5.6 | 19.3 | 16.3 | 9.5 | 9.9 | 19.2 | 34.6 | 22.5 | 46.8 | 66.4 | 17.0 | 13.5 | 7.7 | 11.7 | 18.8 | 33.1 | 2.9 |
| SD(%) | NA | 23.6 | 19.2 | 27.6 | 23.1 | 20.0 | NA | 26.4 | 16.2 | 41.2 | 13.8 | 16.4 | 10.7 | 20.6 | 17.0 | 12.5 | 14.3 | 19.4 | 34.0 | 27.8 | 52.5 | 55.7 | 21.6 | 14.0 | 10.4 | 12.8 | 19.1 | 32.1 | 11.4 |
| TR | NA | -0.32 | -0.12 | 0.07 | 0.05 | 0.1 | NA | 0.04 | 0.31 | -0.04 | -0.03 | -0.49 | 0.02 | -0.24 | -0.26 | -0.19 | 0.05 | 0.09 | -0.42 | -0.16 | 0.12 | -0.97 | -0.39 | 0.01 | -0.17 | -0.06 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.03 | -0.05 | -0.29 | 0.0 | -0.11 | -0.05 | -0.09 | 0.0 | -0.04 | -0.01 | 0.04 | -0.14 | 0.01 | 0.02 | -0.23 | 0.02 | NA | NA | NA |
| Beta(%) | NA | 0.9 | 0.87 | 0.85 | 0.85 | 0.88 | NA | 0.85 | 0.82 | 0.86 | 0.85 | 0.82 | 0.73 | 1.05 | 0.95 | 0.93 | 0.95 | 1.06 | 0.98 | 1.04 | 0.84 | 0.77 | 0.87 | 0.99 | 0.66 | 0.8 | NA | NA | NA |
| RS | NA | 0.93 | 0.93 | 0.95 | 0.93 | 0.9 | NA | 0.78 | 0.92 | 0.96 | 0.88 | 0.87 | 0.77 | 0.86 | 0.85 | 0.8 | 0.82 | 0.81 | 0.91 | 0.87 | 0.91 | 0.86 | 0.81 | 0.64 | 0.52 | 0.51 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
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