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SMIN: iShares MSCI India Small-Cap ETF (ETF)
Basic Info 72.79 0.08(0.11%) April 19
Asset Class: | India Equity |
MyPlanIQ Rating: | (38%) |
Start Date: | 02/09/2012 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.06% |
Expenses | 0.74% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/09/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.3 | 42.6 | 16.5 | 13.4 | 12.8 | 10.0 | 35.4 | -14.2 | 44.4 | 19.6 | -5.2 | -25.5 | 62.4 | 0.5 | -0.1 | 52.3 | -13.0 | 0.2 |
Sharpe Ratio | NA | 0.66 | 2.66 | 0.8 | 0.48 | 0.49 | 0.37 | 2.35 | -0.71 | 2.36 | 0.46 | -0.34 | -1.13 | 3.59 | 0.01 | -0.01 | 2.02 | -0.43 | 0.01 |
Draw Down(%) | NA | 10.6 | 10.6 | 24.8 | 47.4 | 60.5 | 60.5 | 9.3 | 24.8 | 10.4 | 45.4 | 21.0 | 38.5 | 8.9 | 23.2 | 21.3 | 12.5 | 43.3 | 26.0 |
Standard Deviation(%) | NA | 18.6 | 14.7 | 18.1 | 25.2 | 24.1 | 24.8 | 13.4 | 22.2 | 18.8 | 42.3 | 19.5 | 23.7 | 17.3 | 22.4 | 25.7 | 25.9 | 30.4 | 24.9 |
Treynor Ratio | NA | 0.55 | 0.85 | 0.26 | 0.16 | 0.15 | 0.12 | 0.68 | -0.26 | 0.66 | 0.21 | -0.11 | -0.44 | 0.55 | 0.0 | 0.0 | 0.7 | -0.13 | 0.0 |
Alpha | NA | 0.03 | 0.09 | 0.04 | 0.02 | 0.02 | 0.01 | 0.07 | -0.01 | 0.08 | 0.02 | -0.08 | -0.1 | 0.11 | -0.03 | 0.0 | 0.14 | -0.15 | -0.01 |
Beta | NA | 0.22 | 0.46 | 0.56 | 0.74 | 0.76 | 0.77 | 0.46 | 0.59 | 0.68 | 0.9 | 0.58 | 0.61 | 1.14 | 0.94 | 1.02 | 0.75 | 1.03 | 0.66 |
RSquared | NA | 0.02 | 0.13 | 0.29 | 0.4 | 0.32 | 0.28 | 0.21 | 0.42 | 0.22 | 0.55 | 0.14 | 0.19 | 0.19 | 0.31 | 0.38 | 0.11 | 0.14 | 0.12 |
Yield(%) | N/A | 0.0 | 0.5 | 0.7 | 1.1 | 1.8 | N/A | 0.5 | 0.0 | 1.8 | 1.2 | 1.6 | 1.2 | 1.4 | 2.3 | 0.9 | 0.6 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -39.3 | -7.4 | N/A | N/A | N/A | -100.0 | 71.1 | -28.6 | -3.1 | 38.3 | -37.3 | 141.9 | 158.3 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2012
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