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IYY: iShares Dow Jones U.S. ETF (ETF)
Basic Info 124.89 1.49(1.21%) May 03
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (96%) |
Start Date: | 06/16/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.21% |
Expenses | 0.20% |
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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 | 20 Yr | Since 06/16/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 7.5 | 27.4 | 7.2 | 13.1 | 12.0 | 14.3 | 9.9 | 7.4 | 26.5 | -19.6 | 26.4 | 19.9 | 30.9 | -5.1 | 21.3 | 12.0 | 0.4 | 12.9 | 32.6 | 16.1 | 1.1 | 16.5 | 28.2 | -37.1 | 5.8 | 15.3 | 6.0 | 11.9 | 30.8 | -22.4 | -12.0 | -9.0 |
Sharpe Ratio | NA | 1.63 | 1.99 | 0.27 | 0.52 | 0.61 | NA | NA | 0.32 | 1.67 | -0.85 | 1.98 | 0.56 | 2.38 | -0.38 | 3.07 | 0.88 | 0.02 | 1.13 | 2.92 | 1.26 | 0.05 | 0.9 | 1.04 | -0.98 | 0.18 | 1.15 | 0.37 | 0.97 | 1.88 | -0.91 | -0.63 | -0.97 |
Draw Down(%) | NA | 5.7 | 10.5 | 25.5 | 34.9 | 34.9 | NA | NA | 55.2 | 10.5 | 25.4 | 5.2 | 34.9 | 6.8 | 19.9 | 2.6 | 10.9 | 11.9 | 7.5 | 5.8 | 10.0 | 20.0 | 16.0 | 26.8 | 48.2 | 10.0 | 8.2 | 6.8 | 8.5 | 13.1 | 33.2 | 29.6 | 18.0 |
Standard Deviation(%) | NA | 11.8 | 12.0 | 17.6 | 21.6 | 17.8 | NA | NA | 19.4 | 13.4 | 24.6 | 13.3 | 34.7 | 12.4 | 16.9 | 6.8 | 13.3 | 15.1 | 11.4 | 11.2 | 12.9 | 23.9 | 18.3 | 27.1 | 38.5 | 15.8 | 10.5 | 10.3 | 11.3 | 16.0 | 25.9 | 22.9 | 21.0 |
Treynor Ratio | NA | 0.19 | 0.24 | 0.05 | 0.11 | 0.11 | NA | NA | 0.06 | 0.23 | -0.21 | 0.27 | 0.2 | 0.3 | -0.07 | 0.21 | 0.12 | 0.0 | 0.13 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.41 | 0.03 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
Beta | NA | 1.0 | 1.01 | 1.0 | 1.0 | 0.99 | NA | NA | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 1.0 | 1.0 | 0.97 | 0.99 | 1.0 | 0.99 | 1.01 | 1.0 | 0.99 | 0.93 | 0.99 | 1.02 | 0.97 | 0.99 | NA | NA | NA | NA |
RSquared | NA | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | NA | NA | 0.8 | 0.96 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | 0.96 | 0.94 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 1.5 | 1.3 | 1.2 | 2.0 | 3.8 | 2.9 | N/A | 1.6 | 1.2 | 1.3 | 1.1 | 2.3 | 1.8 | 1.9 | 2.0 | 1.9 | 1.9 | 2.1 | 2.2 | 1.8 | 1.8 | 2.2 | 1.6 | 1.6 | 1.6 | 1.6 | 1.8 | 2.0 | 1.1 | 1.0 | 0.4 |
Dividend Growth(%) | N/A | -77.9 | 3.5 | -40.5 | -18.1 | 66.8 | N/A | N/A | N/A | 7.2 | 13.9 | -32.2 | -37.5 | 17.1 | 14.4 | 5.9 | 1.0 | 16.9 | 13.2 | 7.0 | 23.5 | 11.7 | 5.1 | -15.5 | 3.6 | 12.0 | 6.4 | 2.2 | 10.8 | 36.1 | 7.0 | 119.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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