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SCZ: iShares MSCI EAFE Small-Cap ETF (ETF)
Basic Info 66.01 0.22(0.33%) October 11
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/12/2007 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.19% |
| Expenses | 0.40% |
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Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/12/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 8.2 | 21.2 | -0.8 | 5.3 | 6.6 | 6.8 | 4.2 | 13.0 | -21.3 | 10.1 | 11.7 | 24.7 | -17.5 | 32.7 | 2.6 | 9.1 | -6.1 | 28.6 | 21.3 | -15.1 | 21.5 | 42.8 | -48.6 | -0.3 |
| Sharpe Ratio | NA | 0.24 | 1.01 | -0.25 | 0.15 | 0.29 | NA | 0.15 | 0.61 | -0.98 | 0.74 | 0.36 | 1.99 | -1.28 | 4.36 | 0.14 | 0.61 | -0.5 | 2.11 | 1.28 | -0.51 | 0.93 | 1.46 | -1.17 | -0.31 |
| Draw Down(%) | NA | 7.2 | 7.2 | 35.5 | 39.0 | 41.0 | NA | 61.9 | 15.1 | 33.6 | 9.7 | 39.0 | 8.2 | 26.4 | 2.6 | 12.5 | 11.8 | 16.1 | 10.3 | 15.8 | 26.3 | 19.3 | 26.3 | 57.6 | 5.4 |
| Standard Deviation(%) | NA | 14.1 | 14.5 | 17.6 | 20.4 | 17.4 | NA | 21.4 | 14.4 | 23.2 | 13.7 | 31.4 | 11.7 | 14.7 | 7.4 | 17.3 | 14.9 | 12.2 | 13.6 | 16.8 | 29.6 | 22.9 | 29.3 | 42.0 | 26.2 |
| Treynor Ratio | NA | 0.04 | 0.15 | -0.04 | 0.03 | 0.05 | NA | 0.03 | 0.09 | -0.22 | 0.11 | 0.12 | 0.24 | -0.18 | 0.39 | 0.03 | 0.09 | -0.06 | 0.28 | 0.22 | -0.14 | 0.2 | 0.39 | -0.47 | -0.1 |
| Alpha | NA | -0.02 | -0.01 | -0.03 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.05 | -0.01 | 0.04 | 0.02 | 0.03 | 0.03 | -0.02 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.03 | 0.24 |
| Beta | NA | 0.98 | 1.0 | 1.02 | 0.99 | 0.97 | NA | 1.02 | 1.01 | 1.04 | 0.91 | 0.98 | 0.96 | 1.03 | 0.82 | 0.87 | 0.99 | 0.94 | 1.02 | 0.98 | 1.09 | 1.06 | 1.09 | 1.06 | 0.84 |
| RSquared | NA | 0.92 | 0.92 | 0.91 | 0.92 | 0.9 | NA | 0.83 | 0.9 | 0.92 | 0.86 | 0.95 | 0.84 | 0.9 | 0.79 | 0.83 | 0.88 | 0.92 | 0.87 | 0.93 | 0.94 | 0.89 | 0.87 | 0.62 | 0.45 |
| Yield(%) | N/A | 1.5 | 3.1 | 2.4 | 2.9 | 3.4 | 3.8 | N/A | 3.2 | 1.5 | 3.2 | 1.7 | 4.2 | 2.4 | 3.1 | 2.8 | 2.2 | 2.4 | 2.9 | 3.7 | 2.7 | 3.3 | 3.1 | 1.4 | 0.1 |
| Dividend Growth(%) | N/A | -50.9 | 73.1 | 12.2 | 17.2 | N/A | N/A | N/A | 63.4 | -48.1 | 107.5 | -52.4 | 41.6 | 0.7 | 9.2 | 36.9 | -15.8 | 0.0 | -8.1 | 16.5 | -5.1 | 47.4 | 13.5 | 1741.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2007
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