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SCZ: iShares MSCI EAFE Small-Cap (ETF)
Basic Info 57.98 0.5(0.87%) September 25
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 12/12/2007 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 2.64% |
| Expenses | 0.40% |
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Performance Analytics (As of 09/24/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.1 | -6.0 | 4.4 | 1.1 | 7.1 | 7.2 | 3.7 | 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 |
| SR | NA | -0.12 | 0.23 | 0.04 | 0.35 | 0.41 | 0.16 | 1.99 | -1.28 | 4.36 | 0.14 | 0.61 | -0.5 | 2.11 | 1.28 | -0.51 | 0.93 | 1.46 | -1.17 | -0.32 |
| DD(%) | NA | 39.0 | 39.0 | 41.0 | 41.0 | 41.0 | 61.9 | 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 |
| SD(%) | NA | 35.4 | 30.4 | 20.6 | 18.2 | 18.4 | 22.6 | 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 |
| TR | NA | -0.04 | 0.07 | 0.01 | 0.07 | 0.08 | 0.03 | 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 | 0.06 | 0.05 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.03 | 0.03 | -0.02 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | 0.24 |
| Beta(%) | NA | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.03 | 0.96 | 1.03 | 0.82 | 0.87 | 0.99 | 0.94 | 1.02 | 0.98 | 1.09 | 1.06 | 1.09 | 1.06 | 0.85 |
| RS | NA | 0.96 | 0.95 | 0.93 | 0.9 | 0.91 | 0.82 | 0.84 | 0.9 | 0.79 | 0.84 | 0.88 | 0.92 | 0.87 | 0.93 | 0.94 | 0.89 | 0.87 | 0.62 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
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Best ETFs
- SCZ (iShares MSCI EAFE Small-Cap) 0.87% (77%)
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