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IXN: iShares Global Tech ETF (ETF)
Basic Info 68.72 1.87(2.65%) April 19
Asset Class: | Technology |
MyPlanIQ Rating: | (87%) |
Start Date: | 11/16/2001 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.51% |
Expenses | 0.41% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/16/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.9 | 0.8 | 29.1 | -40.2 | -16.9 | -1.1 | 4.4 | 2.4 | 1.7 | 53.0 | -29.9 | -78.5 | 43.6 | 47.9 | -5.4 | 41.2 | 13.9 | 3.9 | 15.3 | 25.1 | 15.9 | -3.5 | 10.4 | 52.5 | -42.9 | 12.5 | 9.8 | 3.4 | 2.8 | 47.2 | -38.3 | 0.3 |
Sharpe Ratio | NA | 1.53 | 2.09 | -0.38 | -0.2 | -0.02 | NA | NA | 0.02 | 2.67 | -0.97 | -0.43 | 1.09 | 2.57 | -0.29 | 3.85 | 0.84 | 0.23 | 1.19 | 2.09 | 1.02 | -0.14 | 0.52 | 1.9 | -1.11 | 0.53 | 0.42 | 0.1 | 0.1 | 1.75 | -0.99 | 0.05 |
Draw Down(%) | NA | 4.4 | 12.3 | 88.0 | 88.0 | 88.0 | NA | NA | 88.0 | 12.3 | 35.9 | 84.0 | 30.9 | 9.9 | 23.6 | 4.7 | 11.5 | 14.6 | 9.0 | 7.0 | 14.1 | 20.7 | 17.7 | 21.5 | 52.0 | 10.8 | 17.8 | 12.9 | 23.4 | 17.3 | 55.3 | 9.0 |
Standard Deviation(%) | NA | 18.8 | 17.6 | 107.0 | 85.3 | 61.5 | NA | NA | 44.9 | 18.4 | 32.3 | 181.8 | 39.7 | 18.1 | 23.4 | 10.6 | 16.3 | 17.3 | 12.8 | 12.0 | 15.7 | 24.2 | 19.8 | 27.5 | 39.3 | 18.0 | 15.7 | 12.7 | 19.7 | 26.5 | 40.0 | 32.0 |
Treynor Ratio | NA | 0.3 | 0.38 | -0.4 | -0.17 | -0.01 | NA | NA | 0.01 | 0.51 | -0.33 | -0.64 | 0.44 | 0.47 | -0.07 | 0.44 | 0.14 | 0.04 | 0.17 | 0.27 | 0.17 | -0.04 | 0.11 | 0.55 | -0.47 | 0.1 | 0.07 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.11 | -0.07 | -0.04 | NA | NA | -0.02 | 0.01 | -0.01 | -0.36 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | 0.02 | NA | NA | NA |
Beta | NA | 0.97 | 0.97 | 1.01 | 0.99 | 0.98 | NA | NA | 0.95 | 0.97 | 0.95 | 1.23 | 0.98 | 0.99 | 0.98 | 0.92 | 0.96 | 0.95 | 0.89 | 0.92 | 0.94 | 0.95 | 0.96 | 0.96 | 0.93 | 0.96 | 0.89 | 0.77 | 0.77 | NA | NA | NA |
RSquared | NA | 0.98 | 0.98 | 0.22 | 0.36 | 0.43 | NA | NA | 0.49 | 0.98 | 0.99 | 0.08 | 0.99 | 0.97 | 0.97 | 0.93 | 0.97 | 0.97 | 0.96 | 0.94 | 0.95 | 0.98 | 0.96 | 0.95 | 0.93 | 0.91 | 0.79 | 0.65 | 0.55 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.7 | 0.1 | 0.6 | 1.4 | 2.4 | 1.6 | N/A | 0.9 | 0.6 | 0.1 | 0.9 | 1.5 | 0.9 | 1.3 | 1.2 | 1.2 | 1.3 | 1.2 | 1.2 | 0.9 | 0.7 | 0.9 | 0.7 | 0.4 | 0.2 | 0.0 | 1.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 2.7 | -79.5 | -14.5 | 160.9 | N/A | N/A | N/A | 2.7 | 0.0 | -80.3 | -15.7 | 64.0 | -5.6 | 27.4 | 2.7 | 0.9 | 28.2 | 16.4 | 28.1 | 39.0 | 20.6 | -22.7 | 91.3 | 76.9 | 550.0 | -96.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2001
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