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OEF: iShares S&P 100 (ETF)
Basic Info 201.1 1.62(0.80%) July 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 10/27/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 1.42% |
| Expenses | 0.20% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.1 | 17.5 | 36.7 | 19.5 | 18.0 | 15.5 | 10.8 | 7.1 | 21.2 | 31.9 | -4.2 | 21.8 | 11.3 | 2.4 | 12.6 | 30.1 | 15.9 | 2.8 | 12.5 | 22.1 | -35.5 | 5.9 | 18.4 | 0.5 | 6.4 | 26.1 | -23.3 | -13.7 | -5.0 |
| SR | NA | 2.4 | 2.32 | 0.81 | 0.9 | 0.87 | NA | 0.31 | 0.61 | 2.35 | -0.31 | 3.26 | 0.87 | 0.15 | 1.14 | 2.82 | 1.28 | 0.13 | 0.72 | 0.89 | -0.91 | 0.19 | 1.64 | -0.17 | 0.51 | 1.47 | -0.86 | -0.69 | -1.2 |
| DD(%) | NA | 4.8 | 10.5 | 31.4 | 31.4 | 31.4 | NA | 54.1 | 31.4 | 7.5 | 19.6 | 2.7 | 9.7 | 13.1 | 7.5 | 5.3 | 9.1 | 16.9 | 16.0 | 26.8 | 45.5 | 9.7 | 6.9 | 6.9 | 8.5 | 14.0 | 33.6 | 31.0 | 12.8 |
| SD(%) | NA | 13.5 | 15.8 | 23.2 | 19.2 | 17.3 | NA | 19.5 | 34.2 | 12.9 | 17.8 | 6.5 | 12.7 | 15.8 | 11.0 | 10.7 | 12.5 | 21.9 | 17.2 | 24.8 | 39.7 | 15.5 | 9.3 | 9.8 | 10.8 | 17.2 | 28.2 | 23.5 | 25.2 |
| TR | NA | 0.33 | 0.36 | 0.19 | 0.17 | 0.15 | NA | 0.06 | 0.21 | 0.3 | -0.05 | 0.22 | 0.12 | 0.02 | 0.13 | 0.32 | 0.16 | 0.03 | 0.13 | 0.24 | -0.38 | 0.03 | 0.18 | -0.02 | 0.06 | 0.26 | -0.23 | -0.16 | -0.38 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 |
| Beta(%) | NA | 0.98 | 1.02 | 0.99 | 0.99 | 0.98 | NA | 0.97 | 0.98 | 1.03 | 1.04 | 0.96 | 0.96 | 1.02 | 0.96 | 0.95 | 0.98 | 0.93 | 0.95 | 0.9 | 0.95 | 0.95 | 0.86 | 0.9 | 0.94 | 0.99 | 1.05 | 1.02 | 0.8 |
| RS | NA | 0.94 | 0.95 | 0.98 | 0.98 | 0.98 | NA | 0.96 | 0.98 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.97 | 0.88 | 0.9 | 0.94 | 0.97 | 0.94 | 0.88 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2000
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