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IXP: iShares Global Comm Services ETF (ETF)
Basic Info 81.41 2.7(3.21%) April 25
Asset Class: | Communications |
MyPlanIQ Rating: | (87%) |
Start Date: | 11/26/2001 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.13% |
Expenses | 0.42% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/26/2001 |
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(%) | -1.8 | 9.1 | 31.7 | 0.2 | 8.1 | 5.4 | 8.0 | 6.5 | 5.3 | 38.8 | -33.4 | 12.8 | 22.2 | 25.2 | -13.7 | 6.7 | 5.5 | -0.1 | -1.4 | 24.1 | 7.5 | 0.9 | 11.6 | 11.4 | -30.9 | 24.7 | 33.2 | -6.7 | 19.0 | 26.2 | -27.7 | -0.9 |
Sharpe Ratio | NA | 2.1 | 1.62 | -0.09 | 0.31 | 0.24 | NA | NA | 0.22 | 2.01 | -1.29 | 0.83 | 0.73 | 1.83 | -0.92 | 0.72 | 0.37 | -0.01 | -0.13 | 2.08 | 0.61 | 0.04 | 0.65 | 0.45 | -0.79 | 1.16 | 2.21 | -0.76 | 1.19 | 1.23 | -0.86 | -0.63 |
Draw Down(%) | NA | 4.2 | 9.1 | 44.3 | 44.3 | 44.3 | NA | NA | 50.1 | 11.2 | 39.7 | 11.5 | 27.1 | 9.1 | 19.9 | 5.6 | 13.9 | 13.2 | 9.0 | 8.7 | 9.2 | 14.7 | 14.9 | 25.0 | 46.3 | 8.3 | 8.0 | 9.2 | 13.4 | 23.5 | 45.3 | 4.5 |
Standard Deviation(%) | NA | 15.4 | 15.8 | 20.4 | 21.7 | 18.0 | NA | NA | 20.1 | 17.4 | 27.1 | 15.4 | 29.8 | 13.0 | 16.2 | 8.5 | 14.4 | 14.9 | 11.2 | 11.6 | 12.2 | 21.5 | 17.8 | 25.1 | 40.1 | 18.8 | 13.6 | 11.8 | 15.1 | 20.7 | 33.5 | 15.8 |
Treynor Ratio | NA | 0.3 | 0.24 | -0.02 | 0.07 | 0.05 | NA | NA | 0.05 | 0.32 | -0.35 | 0.13 | 0.27 | 0.27 | -0.19 | 0.1 | 0.06 | 0.0 | -0.02 | 0.29 | 0.1 | 0.01 | 0.13 | 0.14 | -0.35 | 0.22 | 0.33 | -0.14 | 0.22 | 0.41 | -0.42 | -0.2 |
Alpha | NA | 0.06 | 0.02 | -0.03 | -0.01 | -0.02 | NA | NA | -0.01 | 0.03 | -0.08 | -0.05 | 0.02 | -0.01 | -0.04 | -0.02 | -0.02 | 0.0 | -0.04 | -0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.02 | 0.07 | 0.06 | -0.04 | 0.04 | 0.03 | -0.05 | -0.02 |
Beta | NA | 1.06 | 1.08 | 1.01 | 0.9 | 0.87 | NA | NA | 0.85 | 1.08 | 1.0 | 0.95 | 0.81 | 0.89 | 0.78 | 0.6 | 0.86 | 0.82 | 0.77 | 0.83 | 0.78 | 0.85 | 0.88 | 0.81 | 0.91 | 0.99 | 0.92 | 0.64 | 0.82 | 0.62 | 0.69 | 0.49 |
RSquared | NA | 0.63 | 0.65 | 0.74 | 0.78 | 0.73 | NA | NA | 0.66 | 0.66 | 0.8 | 0.66 | 0.88 | 0.74 | 0.67 | 0.22 | 0.61 | 0.73 | 0.61 | 0.63 | 0.66 | 0.86 | 0.79 | 0.78 | 0.85 | 0.71 | 0.46 | 0.31 | 0.36 | 0.26 | 0.28 | 0.24 |
Yield(%) | N/A | 0.0 | 1.5 | 1.1 | 1.6 | 3.2 | 5.1 | 4.4 | N/A | 1.7 | 0.4 | 2.0 | 1.1 | 2.6 | 3.6 | 3.5 | 4.1 | 3.8 | 11.0 | 4.0 | 4.8 | 5.2 | 4.4 | 4.3 | 3.1 | 2.4 | 3.1 | 2.3 | 1.5 | 2.1 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 173.5 | -34.8 | -70.6 | 5.1 | N/A | N/A | N/A | 173.5 | -77.0 | 108.5 | -47.0 | -38.2 | 5.3 | -12.7 | 4.4 | -69.7 | 221.1 | -14.7 | -10.2 | 23.2 | 11.3 | -7.9 | 57.9 | 0.7 | 22.8 | 83.6 | -17.3 | 26.6 | 3100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
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