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IAT: iShares U.S. Regional Banks ETF (ETF)
Basic Info 42.29 0.39(0.93%) May 03
Asset Class: | Financial |
MyPlanIQ Rating: | (89%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 3.68% |
Expenses | 0.40% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 1.8 | 40.8 | -8.1 | 0.8 | 5.2 | 8.5 | 1.5 | -8.5 | -20.6 | 38.9 | -7.6 | 31.4 | -17.4 | 10.4 | 32.3 | 1.8 | 7.5 | 37.7 | 17.7 | -12.8 | 20.2 | -11.0 | -33.5 | -25.5 | 6.0 |
Sharpe Ratio | NA | -0.09 | 0.83 | -0.33 | -0.02 | 0.13 | NA | 0.01 | -0.34 | -0.75 | 1.44 | -0.13 | 1.54 | -0.91 | 0.56 | 1.35 | 0.09 | 0.5 | 2.69 | 0.97 | -0.38 | 0.74 | -0.17 | -0.55 | -1.19 | 0.57 |
Draw Down(%) | NA | 8.6 | 19.7 | 55.6 | 55.6 | 55.6 | NA | 77.2 | 44.2 | 32.1 | 13.9 | 51.2 | 12.7 | 29.5 | 13.6 | 18.9 | 14.7 | 11.8 | 7.4 | 13.2 | 32.9 | 25.6 | 52.7 | 48.7 | 28.3 | 5.3 |
Standard Deviation(%) | NA | 24.3 | 30.3 | 31.0 | 37.4 | 30.0 | NA | 33.5 | 37.7 | 29.6 | 27.0 | 59.4 | 19.5 | 20.5 | 17.5 | 23.9 | 20.8 | 15.1 | 14.0 | 18.3 | 34.0 | 27.1 | 64.4 | 62.1 | 24.0 | 10.5 |
Treynor Ratio | NA | -0.01 | 0.13 | -0.08 | -0.01 | 0.03 | NA | 0.0 | -0.07 | -0.2 | 0.29 | -0.06 | 0.25 | -0.18 | 0.08 | 0.26 | 0.02 | 0.07 | 0.43 | 0.18 | -0.13 | 0.2 | -0.11 | -0.39 | -0.28 | 0.07 |
Alpha | NA | -0.13 | -0.07 | -0.05 | -0.03 | -0.02 | NA | -0.01 | -0.1 | -0.03 | -0.03 | 0.0 | -0.02 | -0.02 | -0.05 | 0.01 | 0.01 | -0.03 | 0.03 | -0.03 | 0.01 | 0.02 | -0.09 | 0.07 | -0.04 | -0.01 |
Beta | NA | 1.68 | 1.87 | 1.36 | 1.27 | 1.25 | NA | 1.05 | 1.88 | 1.1 | 1.35 | 1.22 | 1.19 | 1.02 | 1.29 | 1.25 | 1.16 | 1.1 | 0.88 | 1.0 | 1.0 | 1.02 | 1.04 | 0.87 | 1.02 | 0.8 |
RSquared | NA | 0.68 | 0.75 | 0.78 | 0.86 | 0.86 | NA | 0.86 | 0.79 | 0.88 | 0.9 | 0.92 | 0.87 | 0.87 | 0.91 | 0.88 | 0.85 | 0.78 | 0.74 | 0.83 | 0.94 | 0.88 | 0.92 | 0.87 | 0.91 | 0.79 |
Yield(%) | N/A | 0.7 | 5.1 | 2.4 | 2.8 | 3.2 | 4.3 | N/A | 3.1 | 2.3 | 2.6 | 2.5 | 3.1 | 2.0 | 1.7 | 2.0 | 1.8 | 1.8 | 2.0 | 2.2 | 1.6 | 1.3 | 1.8 | 3.4 | 2.5 | 2.4 |
Dividend Growth(%) | N/A | -79.9 | 11.2 | 18.7 | 79.8 | N/A | N/A | N/A | 0.7 | 27.6 | -10.8 | 3.2 | 27.3 | 30.3 | 10.1 | 9.5 | 8.6 | 13.7 | 6.2 | 17.1 | 46.4 | -34.9 | -65.6 | -3.1 | 8.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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