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SCZ: iShares MSCI EAFE Small-Cap (ETF)
Basic Info 61.14 1.08(1.74%) February 03
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/12/2007 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.40% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 8.3 | -7.7 | 3.7 | 1.2 | 6.5 | 4.8 | 4.0 | -19.8 | 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 |
| SR | NA | 9.47 | -0.41 | 0.13 | 0.01 | 0.34 | NA | 0.16 | -0.92 | 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 | -0.32 |
| DD(%) | NA | 1.7 | 28.9 | 38.0 | 39.0 | 41.0 | NA | 61.9 | 32.3 | 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 |
| SD(%) | NA | 14.3 | 23.0 | 23.9 | 20.3 | 17.3 | NA | 22.0 | 23.1 | 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 |
| TR | NA | 1.42 | -0.09 | 0.03 | 0.0 | 0.06 | NA | 0.03 | -0.2 | 0.12 | 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 | 0.06 | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.05 | 0.0 | 0.04 | 0.02 | 0.03 | 0.03 | -0.02 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | 0.24 |
| Beta(%) | NA | 0.95 | 1.03 | 0.99 | 0.99 | 0.97 | NA | 1.02 | 1.03 | 0.86 | 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 | 0.85 |
| RS | NA | 0.87 | 0.92 | 0.93 | 0.92 | 0.9 | NA | 0.83 | 0.91 | 0.83 | 0.95 | 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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