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PICK: iShares MSCI Global Metals & Mining Producers ETF (ETF)
Basic Info 39.59 0.09(0.23%) July 11
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 02/02/2012 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 13.1 | -4.2 | 9.1 | 13.7 | 8.8 | 2.0 | -16.4 | 9.7 | 2.5 | 22.6 | 27.5 | 16.5 | -18.6 | 38.5 | 54.7 | -40.4 | -19.7 | -8.3 | -11.6 |
| Sharpe Ratio | NA | 0.82 | -0.27 | 0.22 | 0.42 | 0.25 | 0.03 | -1.04 | 0.23 | 0.03 | 0.8 | 0.61 | 0.76 | -0.8 | 1.95 | 1.55 | -1.37 | -0.92 | -0.37 | -0.45 |
| Draw Down(%) | NA | 21.2 | 29.6 | 32.5 | 36.4 | 52.7 | 68.9 | 22.2 | 21.9 | 36.4 | 19.9 | 46.4 | 23.1 | 27.5 | 16.9 | 18.4 | 46.9 | 31.3 | 29.6 | 30.2 |
| Standard Deviation(%) | NA | 28.9 | 27.2 | 26.3 | 27.5 | 29.5 | 28.2 | 22.1 | 24.3 | 34.6 | 28.1 | 44.5 | 19.9 | 25.0 | 19.5 | 35.3 | 29.6 | 21.3 | 22.6 | 28.4 |
| Treynor Ratio | NA | 0.21 | -0.06 | 0.05 | 0.11 | 0.07 | 0.01 | -0.19 | 0.05 | 0.01 | 0.21 | 0.26 | 0.13 | -0.18 | 0.46 | 0.59 | -0.51 | -0.37 | -0.09 | -0.15 |
| Alpha | NA | -0.02 | -0.04 | 0.0 | -0.01 | 0.01 | 0.0 | -0.04 | 0.05 | -0.01 | -0.03 | 0.09 | 0.0 | 0.01 | 0.11 | 0.1 | -0.11 | -0.05 | -0.08 | -0.03 |
| Beta | NA | 1.15 | 1.21 | 1.13 | 1.1 | 1.04 | 0.98 | 1.19 | 1.1 | 0.97 | 1.09 | 1.04 | 1.2 | 1.1 | 0.82 | 0.92 | 0.79 | 0.53 | 0.91 | 0.83 |
| RSquared | NA | 0.81 | 0.78 | 0.78 | 0.78 | 0.71 | 0.64 | 0.74 | 0.73 | 0.75 | 0.75 | 0.9 | 0.72 | 0.72 | 0.4 | 0.47 | 0.47 | 0.25 | 0.42 | 0.41 |
| Yield(%) | N/A | 0.0 | 1.5 | 4.0 | 6.8 | 5.3 | N/A | 2.7 | 4.4 | 6.7 | 6.6 | 2.8 | 6.1 | 3.6 | 3.2 | 1.8 | 8.6 | 2.3 | 2.9 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -58.5 | -31.6 | 82.2 | N/A | N/A | -36.9 | -36.5 | 13.3 | 200.2 | -49.0 | 27.4 | 54.0 | 182.1 | -88.9 | 194.5 | -33.5 | 133.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2012
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