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IGN: iShares North American Tech-Multimedia Networking ETF (ETF)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | (88%) |
Start Date: | 07/13/2001 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.30% |
Expenses | 0.40% |
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Performance Analytics (As of 01/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/13/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 7.2 | -1.2 | 2.4 | 6.9 | 8.1 | 10.2 | 4.1 | 2.9 | -6.9 | -17.9 | 42.0 | 8.8 | 17.4 | -2.0 | 11.8 | 18.7 | 0.5 | 15.6 | 15.2 | 5.4 | -18.1 | 24.3 | 60.6 | -50.3 | 5.8 | 3.8 | 2.3 | 9.7 | 103.2 | -55.7 | -22.7 |
Sharpe Ratio | NA | 7.85 | -0.27 | 0.02 | 0.2 | 0.31 | NA | NA | 0.07 | -0.54 | -0.63 | 1.93 | 0.23 | 0.83 | -0.15 | 0.83 | 0.92 | 0.03 | 0.95 | 0.88 | 0.25 | -0.54 | 0.97 | 1.84 | -1.18 | 0.13 | 0.02 | 0.01 | 0.28 | 2.96 | -1.01 | -0.87 |
Draw Down(%) | NA | 1.9 | 24.4 | 35.9 | 36.9 | 36.9 | NA | NA | 78.0 | 24.4 | 32.6 | 10.1 | 33.3 | 17.9 | 21.5 | 8.3 | 18.4 | 13.6 | 13.4 | 11.6 | 26.8 | 36.2 | 20.9 | 24.3 | 58.5 | 13.8 | 31.3 | 22.8 | 34.6 | 20.7 | 74.4 | 41.3 |
Standard Deviation(%) | NA | 18.8 | 20.6 | 24.8 | 26.6 | 22.7 | NA | NA | 28.7 | 20.7 | 30.8 | 21.8 | 36.4 | 19.2 | 21.3 | 13.5 | 20.0 | 17.2 | 16.5 | 17.3 | 21.8 | 33.3 | 25.0 | 32.8 | 43.2 | 22.2 | 23.4 | 18.2 | 31.3 | 34.6 | 56.4 | 51.8 |
Treynor Ratio | NA | 2.39 | -0.08 | 0.01 | 0.07 | 0.09 | NA | NA | 0.02 | -0.16 | -0.24 | 0.58 | 0.11 | 0.19 | -0.04 | 0.15 | 0.2 | 0.01 | 0.16 | 0.15 | 0.05 | -0.15 | 0.21 | 0.56 | -0.51 | 0.02 | 0.0 | 0.0 | 0.06 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.2 | -0.11 | -0.03 | -0.04 | -0.03 | NA | NA | -0.02 | -0.15 | 0.03 | 0.07 | -0.08 | -0.07 | -0.02 | -0.05 | 0.02 | -0.01 | 0.0 | -0.05 | -0.03 | -0.08 | 0.04 | -0.01 | -0.05 | -0.04 | -0.02 | 0.0 | 0.07 | NA | NA | NA |
Beta | NA | 0.62 | 0.71 | 0.78 | 0.77 | 0.79 | NA | NA | 0.95 | 0.71 | 0.81 | 0.72 | 0.77 | 0.83 | 0.78 | 0.77 | 0.94 | 0.8 | 0.96 | 1.0 | 1.08 | 1.22 | 1.14 | 1.08 | 1.01 | 1.13 | 1.33 | 1.14 | 1.35 | NA | NA | NA |
RSquared | NA | 0.41 | 0.41 | 0.63 | 0.65 | 0.65 | NA | NA | 0.5 | 0.42 | 0.8 | 0.44 | 0.72 | 0.61 | 0.73 | 0.4 | 0.61 | 0.7 | 0.67 | 0.54 | 0.66 | 0.85 | 0.85 | 0.84 | 0.91 | 0.82 | 0.8 | 0.7 | 0.67 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.3 | 0.3 | 0.5 | 0.8 | 1.4 | 0.5 | N/A | 0.3 | 0.2 | 0.3 | 0.6 | 0.5 | 0.6 | 0.6 | 0.9 | 0.7 | 0.6 | 0.4 | 2.5 | 0.3 | 0.1 | 0.5 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 9.5 | -30.0 | -10.9 | 142.1 | N/A | N/A | N/A | 9.5 | 10.5 | -47.2 | 56.5 | -25.8 | 10.7 | -15.2 | 22.2 | 50.0 | 50.0 | -82.9 | 677.8 | 200.0 | -66.7 | 125.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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