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IYW: iShares U.S. Technology ETF (ETF)
Basic Info 128.2 0.64(0.50%) April 25
Asset Class: | Technology |
MyPlanIQ Rating: | (86%) |
Start Date: | 05/19/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.37% |
Expenses | 0.40% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/2000 |
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(%) | -0.2 | 4.5 | 45.1 | 11.2 | 20.8 | 20.0 | 19.3 | 13.4 | 7.3 | 65.5 | -34.8 | 35.4 | 47.3 | 46.6 | -0.9 | 36.6 | 13.7 | 3.7 | 19.5 | 26.6 | 11.7 | -0.1 | 12.4 | 63.8 | -43.1 | 15.0 | 10.0 | 2.8 | 1.3 | 49.3 | -38.9 | -28.6 | -32.1 |
Sharpe Ratio | NA | 0.1 | 1.73 | 0.31 | 0.67 | 0.79 | NA | NA | 0.22 | 3.09 | -1.02 | 1.74 | 1.18 | 2.47 | -0.09 | 3.12 | 0.8 | 0.2 | 1.38 | 2.05 | 0.71 | -0.01 | 0.62 | 2.39 | -1.13 | 0.67 | 0.42 | 0.05 | 0.02 | 1.77 | -0.89 | -0.57 | -1.02 |
Draw Down(%) | NA | 8.7 | 10.8 | 39.4 | 39.4 | 39.4 | NA | NA | 81.9 | 10.8 | 38.6 | 11.4 | 30.5 | 12.9 | 24.0 | 5.7 | 12.6 | 14.9 | 9.0 | 6.0 | 14.4 | 19.5 | 16.6 | 18.7 | 51.6 | 11.3 | 18.0 | 13.3 | 25.3 | 16.1 | 57.1 | 58.0 | 48.7 |
Standard Deviation(%) | NA | 20.2 | 18.8 | 26.0 | 28.4 | 23.7 | NA | NA | 27.3 | 20.0 | 35.7 | 20.4 | 39.6 | 18.3 | 24.1 | 11.6 | 17.0 | 18.6 | 14.1 | 13.0 | 16.6 | 24.2 | 20.0 | 26.6 | 39.1 | 18.1 | 16.0 | 13.0 | 19.6 | 27.5 | 44.9 | 55.0 | 49.9 |
Treynor Ratio | NA | 0.02 | 0.32 | 0.08 | 0.19 | 0.18 | NA | NA | 0.06 | 0.59 | -0.35 | 0.35 | 0.48 | 0.45 | -0.02 | 0.35 | 0.13 | 0.04 | 0.2 | 0.26 | 0.12 | 0.0 | 0.13 | 0.68 | -0.46 | 0.12 | 0.07 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.03 | 0.01 | 0.01 | 0.0 | NA | NA | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | NA | NA |
Beta | NA | 1.0 | 1.01 | 1.04 | 1.01 | 1.01 | NA | NA | 0.99 | 1.05 | 1.04 | 1.0 | 0.97 | 1.0 | 1.02 | 1.03 | 1.01 | 1.03 | 0.99 | 1.01 | 1.0 | 0.96 | 0.99 | 0.94 | 0.95 | 1.0 | 1.01 | 0.94 | 0.95 | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 | NA | NA | 0.57 | 0.97 | 0.99 | 0.97 | 0.99 | 0.97 | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.97 | 0.98 | 0.93 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 0.5 | 0.4 | 0.4 | 1.2 | 2.2 | 1.5 | N/A | 0.7 | 0.3 | 0.4 | 0.6 | 1.0 | 0.9 | 1.1 | 1.3 | 1.1 | 1.3 | 1.3 | 1.0 | 0.6 | 0.5 | 0.7 | 0.4 | 0.2 | 0.4 | 0.2 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -83.7 | 6.8 | -70.9 | -41.4 | 157.5 | N/A | N/A | N/A | 28.9 | 5.6 | -73.1 | -19.8 | 14.4 | 9.8 | -2.9 | 15.1 | 0.8 | 24.2 | 43.9 | 73.7 | 35.7 | 7.7 | 8.3 | 84.6 | -35.0 | 150.0 | -88.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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