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IYZ: iShares U.S. Telecommunications ETF (ETF)
Basic Info 27.78 0.04(0.14%) December 02
| Asset Class: | Communications |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.40% |
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Performance Analytics (As of 12/02/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
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(%) | 0.5 | 24.3 | 31.4 | -2.0 | 1.2 | 1.6 | 5.2 | 3.4 | -0.3 | 3.9 | -30.3 | 11.7 | 4.1 | 16.1 | -8.6 | -11.9 | 22.8 | 0.2 | 0.7 | 26.2 | 18.7 | -7.4 | 20.7 | 26.2 | -42.0 | 1.5 | 32.6 | -2.6 | 18.3 | 13.8 | -38.6 | -18.2 | -29.4 |
| Sharpe Ratio | NA | 1.36 | 1.76 | -0.31 | -0.06 | -0.01 | NA | NA | -0.07 | -0.02 | -1.3 | 0.87 | 0.13 | 1.07 | -0.57 | -0.72 | 1.17 | 0.01 | 0.05 | 1.89 | 1.37 | -0.33 | 1.18 | 0.92 | -0.93 | -0.08 | 2.45 | -0.47 | 1.23 | 0.51 | -1.0 | -0.72 | -1.63 |
| Draw Down(%) | NA | 13.8 | 13.8 | 37.5 | 39.7 | 39.7 | NA | NA | 77.1 | 19.4 | 37.5 | 12.2 | 26.4 | 10.4 | 17.4 | 22.7 | 14.7 | 15.3 | 10.7 | 9.4 | 11.9 | 22.7 | 13.2 | 23.0 | 54.7 | 20.5 | 6.3 | 9.3 | 8.8 | 28.1 | 56.1 | 36.6 | 41.2 |
| Standard Deviation(%) | NA | 14.4 | 14.3 | 19.5 | 20.9 | 19.2 | NA | NA | 22.5 | 18.1 | 24.4 | 13.5 | 29.7 | 13.8 | 17.5 | 17.4 | 19.3 | 17.7 | 14.6 | 13.8 | 13.7 | 22.8 | 17.5 | 28.4 | 45.9 | 18.5 | 12.0 | 10.0 | 14.1 | 25.4 | 39.6 | 29.0 | 29.7 |
| Treynor Ratio | NA | 0.29 | 0.36 | -0.07 | -0.01 | 0.0 | NA | NA | -0.02 | 0.0 | -0.35 | 0.17 | 0.05 | 0.17 | -0.12 | -0.11 | 0.21 | 0.0 | 0.01 | 0.31 | 0.22 | -0.08 | 0.24 | 0.29 | -0.41 | -0.02 | 0.34 | -0.07 | 0.2 | 0.12 | -0.36 | -0.23 | -0.52 |
| Alpha | NA | 0.01 | 0.02 | -0.04 | -0.04 | -0.04 | NA | NA | -0.03 | -0.07 | -0.07 | -0.02 | -0.04 | -0.03 | -0.02 | -0.13 | 0.04 | 0.0 | -0.04 | 0.0 | 0.02 | -0.04 | 0.03 | 0.01 | -0.02 | -0.01 | 0.06 | -0.03 | 0.03 | -0.05 | -0.07 | -0.03 | -0.2 |
| Beta | NA | 0.68 | 0.69 | 0.88 | 0.83 | 0.86 | NA | NA | 0.93 | 1.01 | 0.9 | 0.69 | 0.81 | 0.87 | 0.86 | 1.14 | 1.08 | 0.93 | 0.89 | 0.85 | 0.84 | 0.9 | 0.87 | 0.9 | 1.03 | 0.98 | 0.87 | 0.69 | 0.85 | 1.08 | 1.11 | 0.92 | 0.93 |
| RSquared | NA | 0.35 | 0.35 | 0.63 | 0.72 | 0.64 | NA | NA | 0.64 | 0.53 | 0.8 | 0.44 | 0.89 | 0.62 | 0.7 | 0.19 | 0.54 | 0.66 | 0.49 | 0.46 | 0.61 | 0.85 | 0.81 | 0.75 | 0.85 | 0.72 | 0.52 | 0.5 | 0.45 | 0.52 | 0.53 | 0.47 | 0.38 |
| Yield(%) | N/A | 1.8 | 2.4 | 1.7 | 2.3 | 2.3 | 3.6 | 2.8 | N/A | 2.3 | 1.7 | 2.7 | 2.6 | 2.7 | 1.9 | 2.9 | 2.8 | 1.9 | 2.2 | 3.1 | 3.0 | 2.7 | 3.4 | 4.1 | 2.6 | 2.0 | 2.6 | 3.4 | 2.6 | 2.9 | 1.0 | 0.6 | 1.4 |
| Dividend Growth(%) | N/A | -22.2 | -6.2 | -29.0 | -8.5 | 0.5 | N/A | N/A | N/A | -9.6 | -30.7 | 5.0 | 11.8 | 24.4 | -45.7 | 33.2 | 37.5 | -13.8 | -15.1 | 22.1 | -1.7 | -7.7 | -0.1 | -7.3 | 24.7 | 2.2 | -27.0 | 47.3 | -4.9 | 80.3 | 43.5 | -72.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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