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IYY: iShares Dow Jones U.S. ETF (ETF)
Basic Info 128.18 0.23(0.18%) April 17
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.20% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/2000 |
2024 | 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(%) | 0.5 | -10.4 | 5.8 | 7.2 | 14.2 | 11.0 | 12.0 | 9.9 | 7.2 | 24.2 | 26.5 | -19.6 | 26.4 | 20.1 | 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 |
| Sharpe Ratio | NA | -1.21 | -0.03 | 0.15 | 0.64 | 0.51 | NA | NA | 0.3 | 1.37 | 1.68 | -0.85 | 1.98 | 0.57 | 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 |
| Draw Down(%) | NA | 19.3 | 19.3 | 19.6 | 25.5 | 34.9 | NA | NA | 55.2 | 8.5 | 10.5 | 25.4 | 5.2 | 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 |
| Standard Deviation(%) | NA | 28.3 | 19.0 | 18.7 | 18.2 | 18.5 | NA | NA | 19.3 | 12.9 | 13.4 | 24.6 | 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 |
| Treynor Ratio | NA | -0.35 | -0.01 | 0.03 | 0.12 | 0.1 | NA | NA | 0.06 | 0.18 | 0.22 | -0.21 | 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 | 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 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | NA | NA | 0.98 | 1.0 | 1.01 | 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 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | NA | 0.8 | 0.99 | 0.99 | 1.0 | 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 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.3 | 1.0 | 1.8 | 2.9 | 2.8 | N/A | 1.3 | 1.6 | 1.2 | 1.3 | 1.3 | 2.3 | 1.8 | 1.9 | 2.0 | 1.9 | 1.9 | 2.1 | 2.2 | 1.8 | 1.8 | 2.2 | 1.6 | 1.6 | 1.6 | 1.6 | 1.8 | 2.0 | 1.1 | 1.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -20.8 | -31.9 | -38.5 | 53.5 | N/A | N/A | N/A | 0.4 | 8.1 | 12.9 | -42.4 | -25.6 | 16.7 | 13.8 | 6.2 | 1.3 | 17.0 | 13.1 | 6.3 | 23.5 | 12.8 | 4.3 | -15.5 | 3.3 | 11.7 | 7.4 | 1.5 | 10.7 | 38.9 | 5.3 | 126.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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See LARGE BLEND Asset Class Trend Rankings |
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