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IWW: iShares Russell 3000 Value Index (ETF)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/07/2000 |
Last Dividend Date: | 03/25/2014 |
12-Mo. Yield | 0.00% |
Expenses | 0.25% |
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Performance Analytics (As of 06/11/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/07/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 21.3 | 17.4 | 18.0 | 7.5 | 6.5 | 6.7 | 32.2 | 17.4 | -0.3 | 15.8 | 19.6 | -36.8 | -3.1 | 21.2 | 6.6 | 16.7 | 31.7 | -16.1 | -4.8 | 7.7 |
Sharpe Ratio | NA | 1.97 | 1.0 | 1.0 | 0.29 | 0.25 | 1.5 | 2.82 | 1.35 | -0.01 | 0.79 | 0.62 | -0.88 | -0.36 | 1.73 | 0.41 | 1.45 | 2.02 | -0.71 | -0.41 | 1.11 |
Draw Down(%) | NA | 6.0 | 21.3 | 22.1 | 61.1 | 61.1 | 6.0 | 5.2 | 10.1 | 22.1 | 16.9 | 32.8 | 49.2 | 14.0 | 7.7 | 6.7 | 7.8 | 14.8 | 32.1 | 20.1 | 6.4 |
Standard Deviation(%) | NA | 10.8 | 17.4 | 17.9 | 22.1 | 20.9 | 10.6 | 11.4 | 12.9 | 25.1 | 19.8 | 31.4 | 42.7 | 16.9 | 10.4 | 10.8 | 10.9 | 15.4 | 24.3 | 17.7 | 14.5 |
Treynor Ratio | NA | 0.22 | 0.17 | 0.17 | 0.06 | 0.06 | 0.16 | 0.32 | 0.17 | 0.0 | 0.15 | 0.2 | -0.39 | -0.06 | 0.17 | 0.04 | 0.16 | 0.37 | -0.21 | -0.1 | 0.31 |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.05 |
Beta | NA | 0.99 | 1.03 | 1.04 | 1.0 | 0.95 | 0.99 | 1.0 | 1.0 | 1.04 | 1.07 | 0.99 | 0.97 | 0.98 | 1.07 | 0.98 | 0.97 | 0.85 | 0.83 | 0.76 | 0.51 |
RSquared | NA | 0.94 | 0.97 | 0.98 | 0.97 | 0.93 | 0.94 | 0.95 | 0.97 | 0.98 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.93 | 0.91 | 0.87 | 0.87 | 0.75 | 0.31 |
Yield(%) | N/A | 2.2 | 2.5 | 3.1 | 2.2 | N/A | 0.5 | 2.5 | 2.5 | 2.2 | 2.2 | 2.6 | 1.1 | 0.5 | 1.5 | 2.4 | 2.2 | 2.9 | 1.7 | 1.6 | 0.9 |
Dividend Growth(%) | N/A | 14.3 | 32.7 | 40.5 | N/A | N/A | -75.8 | 12.1 | 15.1 | 10.1 | -2.3 | 51.8 | 93.2 | -58.2 | -30.5 | 24.5 | -8.4 | 47.1 | 0.8 | 90.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2000
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See LARGE VALUE Asset Class Trend Rankings |
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