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ITOT: iShares Core S&P Total U.S. Stock Market ETF (ETF)
Basic Info 116.53 0.18(0.15%) May 20
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (2%) |
Start Date: | 01/23/2004 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.65% |
Expenses | 0.03% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/23/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 11.0 | 28.1 | 8.8 | 14.2 | 12.5 | 14.5 | 10.2 | 9.9 | 26.1 | -19.5 | 25.7 | 20.7 | 30.7 | -5.3 | 21.4 | 12.6 | 0.9 | 13.5 | 33.3 | 15.8 | 1.7 | 16.2 | 26.6 | -36.5 | 5.2 | 15.1 | 5.3 | 8.9 |
Sharpe Ratio | NA | 2.31 | 2.13 | 0.34 | 0.58 | 0.64 | NA | NA | 0.46 | 1.62 | -0.84 | 1.88 | 0.59 | 2.31 | -0.39 | 2.96 | 0.92 | 0.06 | 1.18 | 3.01 | 1.21 | 0.07 | 0.87 | 0.98 | -0.94 | 0.14 | 1.13 | 0.31 | 0.77 |
Draw Down(%) | NA | 5.7 | 10.8 | 25.4 | 35.0 | 35.0 | NA | NA | 55.2 | 10.8 | 25.4 | 5.3 | 35.0 | 6.8 | 20.1 | 2.8 | 11.4 | 11.9 | 7.3 | 5.7 | 9.8 | 19.6 | 15.5 | 27.3 | 47.8 | 9.8 | 8.1 | 7.1 | 7.9 |
Standard Deviation(%) | NA | 11.9 | 11.9 | 17.8 | 21.6 | 17.9 | NA | NA | 19.0 | 13.6 | 24.9 | 13.6 | 34.4 | 12.7 | 16.8 | 7.0 | 13.4 | 15.3 | 11.4 | 11.1 | 13.1 | 23.6 | 18.5 | 27.0 | 39.5 | 15.5 | 10.5 | 10.2 | 11.0 |
Treynor Ratio | NA | 0.27 | 0.25 | 0.06 | 0.13 | 0.11 | NA | NA | 0.09 | 0.22 | -0.21 | 0.25 | 0.21 | 0.29 | -0.07 | 0.2 | 0.12 | 0.01 | 0.14 | 0.34 | 0.16 | 0.02 | 0.16 | 0.27 | -0.39 | 0.02 | 0.12 | 0.03 | 0.09 |
Alpha | NA | -0.01 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 1.01 | 1.01 | 1.01 | 1.0 | 1.0 | NA | NA | 0.98 | 1.0 | 1.0 | 1.01 | 0.99 | 1.01 | 0.98 | 1.04 | 1.01 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 1.01 | 0.98 | 0.96 | 0.96 | 1.01 | 0.97 | 0.9 |
RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | NA | NA | 0.98 | 0.96 | 1.0 | 0.97 | 0.99 | 0.99 | 1.0 | 0.97 | 0.99 | 1.0 | 0.99 | 0.99 | 0.91 | 0.98 | 0.98 | 0.99 | 0.98 | 0.96 | 0.96 | 0.94 | 0.81 |
Yield(%) | N/A | 0.3 | 1.6 | 1.5 | 2.1 | 2.8 | 5.0 | 3.7 | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.4 | 2.0 | 2.0 | 2.0 | 2.0 | 2.5 | 2.6 | 2.2 | 1.8 | 1.8 | 2.2 | 1.7 | 1.7 | 1.7 | 1.7 | 1.7 |
Dividend Growth(%) | N/A | -79.9 | 4.5 | 10.5 | 32.0 | 122.0 | N/A | N/A | N/A | 9.2 | 10.2 | 4.9 | -10.9 | 12.3 | 18.4 | 10.8 | -1.1 | -8.7 | 18.4 | 38.1 | 18.9 | 15.2 | 0.0 | -14.8 | 0.0 | 14.9 | 6.8 | 4.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2004
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