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WOOD: iShares Global Timber & Forestry ETF (ETF)
Basic Info 81.9 0.17(0.21%) May 03
Asset Class: | Natural Resources |
MyPlanIQ Rating: | (79%) |
Start Date: | 06/25/2008 |
Last Dividend Date: | 06/07/2023 |
12-Mo. Yield | 1.68% |
Expenses | 0.42% |
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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 06/25/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.5 | 0.7 | 17.4 | -2.6 | 6.9 | 6.8 | 9.1 | 5.1 | 13.8 | -19.4 | 17.0 | 20.3 | 19.8 | -17.7 | 34.5 | 14.3 | -8.0 | 1.8 | 18.9 | 23.6 | -15.4 | 16.2 | 36.7 | -39.8 |
Sharpe Ratio | NA | -0.75 | 0.77 | -0.3 | 0.17 | 0.25 | NA | 0.17 | 0.56 | -0.82 | 0.93 | 0.47 | 1.07 | -1.11 | 3.19 | 0.72 | -0.51 | 0.14 | 1.2 | 1.43 | -0.53 | 0.64 | 0.9 | -1.1 |
Draw Down(%) | NA | 8.4 | 9.2 | 31.9 | 40.6 | 50.2 | NA | 63.8 | 13.5 | 30.7 | 13.2 | 40.5 | 19.3 | 32.4 | 3.7 | 18.0 | 21.3 | 11.1 | 12.0 | 18.5 | 34.3 | 18.3 | 40.0 | 51.7 |
Standard Deviation(%) | NA | 15.7 | 16.6 | 20.3 | 26.0 | 21.5 | NA | 25.2 | 17.2 | 25.6 | 18.2 | 42.8 | 17.2 | 17.2 | 10.7 | 19.6 | 15.7 | 12.9 | 15.7 | 16.6 | 29.0 | 25.1 | 40.6 | 57.4 |
Treynor Ratio | NA | -0.19 | 0.18 | -0.1 | 0.07 | 0.1 | NA | 0.07 | 0.15 | -0.37 | 0.31 | 0.27 | 0.22 | -0.34 | 1.1 | 0.31 | -0.22 | 0.05 | 0.27 | 0.39 | -0.21 | 0.17 | 0.46 | -1.18 |
Alpha | NA | -0.07 | 0.04 | -0.03 | 0.0 | 0.02 | NA | 0.02 | 0.04 | -0.11 | 0.0 | 0.08 | 0.03 | -0.03 | 0.11 | 0.01 | 0.01 | 0.03 | 0.03 | 0.08 | -0.04 | 0.0 | 0.0 | -0.07 |
Beta | NA | 0.62 | 0.69 | 0.58 | 0.65 | 0.56 | NA | 0.61 | 0.63 | 0.56 | 0.55 | 0.73 | 0.84 | 0.56 | 0.31 | 0.46 | 0.36 | 0.36 | 0.7 | 0.6 | 0.75 | 0.92 | 0.8 | 0.53 |
RSquared | NA | 0.3 | 0.48 | 0.46 | 0.42 | 0.38 | NA | 0.5 | 0.49 | 0.46 | 0.46 | 0.4 | 0.47 | 0.39 | 0.19 | 0.38 | 0.34 | 0.3 | 0.51 | 0.63 | 0.74 | 0.76 | 0.58 | 0.6 |
Yield(%) | N/A | 0.0 | 1.9 | 1.5 | 1.9 | 2.2 | 3.3 | N/A | 1.8 | 1.8 | 1.4 | 1.2 | 2.2 | 2.2 | 1.6 | 1.9 | 1.8 | 1.7 | 1.8 | 1.5 | 2.0 | 2.8 | 1.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -18.3 | 13.5 | 17.9 | N/A | N/A | N/A | -18.3 | 43.9 | 46.2 | -37.1 | -23.0 | 89.4 | -3.4 | -9.3 | 7.8 | 9.8 | 41.4 | -35.6 | -19.6 | 160.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2008
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