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IYY: iShares Dow Jones US (ETF)
Basic Info 96.14 1.65(1.69%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.74% |
| Expenses | 0.20% |
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Performance Analytics (As of 03/21/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | 2.9 | -9.6 | 21.9 | 9.3 | 11.4 | 9.6 | 6.5 | -18.1 | 26.7 | 19.9 | 30.9 | -5.1 | 21.3 | 12.0 | 0.4 | 12.9 | 32.6 | 16.1 | 1.1 | 16.5 | 28.2 | -37.1 | 5.8 | 15.3 | 6.0 | 11.9 | 30.8 | -22.4 | -12.0 | -9.0 |
| SR | NA | 0.31 | -0.49 | 0.78 | 0.36 | 0.6 | NA | 0.28 | -0.79 | 2.01 | 0.56 | 2.38 | -0.38 | 3.07 | 0.88 | 0.02 | 1.13 | 2.92 | 1.26 | 0.05 | 0.9 | 1.04 | -0.98 | 0.18 | 1.15 | 0.37 | 0.97 | 1.88 | -0.91 | -0.63 | -0.97 |
| DD(%) | NA | 8.0 | 22.1 | 24.7 | 34.9 | 34.9 | NA | 55.2 | 24.7 | 5.0 | 34.9 | 6.8 | 19.9 | 2.6 | 10.9 | 11.9 | 7.5 | 5.8 | 10.0 | 20.0 | 16.0 | 26.8 | 48.2 | 10.0 | 8.2 | 6.8 | 8.5 | 13.1 | 33.2 | 29.6 | 18.0 |
| SD(%) | NA | 17.5 | 23.7 | 22.0 | 22.1 | 17.8 | NA | 19.6 | 24.7 | 13.3 | 34.7 | 12.4 | 16.9 | 6.8 | 13.3 | 15.1 | 11.4 | 11.2 | 12.9 | 23.9 | 18.3 | 27.1 | 38.5 | 15.8 | 10.5 | 10.3 | 11.3 | 16.0 | 25.9 | 22.9 | 21.0 |
| TR | NA | 0.05 | -0.12 | 0.17 | 0.08 | 0.11 | NA | 0.06 | -0.2 | 0.27 | 0.2 | 0.3 | -0.07 | 0.21 | 0.12 | 0.0 | 0.13 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.41 | 0.03 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta(%) | NA | 1.01 | 0.99 | 1.0 | 1.0 | 0.99 | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 1.0 | 1.0 | 0.97 | 0.99 | 1.0 | 0.99 | 1.01 | 1.0 | 0.99 | 0.93 | 0.99 | 1.02 | 0.97 | 0.99 | NA | NA | NA | NA |
| RS | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.8 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | 0.96 | 0.94 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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