IWD
iShares Russell 1000 Value ETF
$173.96
-0.03 (-0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 55632.41M |
| 52 Week High | 178.394 |
| 52 Week Low | 141.654 |
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Key Data
| Symbol | IWD |
|---|---|
| Type | ETF |
| Category | Large Cap Value |
| Price | 173.96 |
| Price Yesterday | 173.99 |
| Market Cap | 55,632.41 |
| YTD Return | 6.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0019 |
Overview
| 52 Week High | 178.39 |
|---|---|
| 52 Week Low | 141.65 |
| Market Cap | 55,632.41M |
| Shares Outstanding | 319.80M |
| Income Dividend Yield | 1.96% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.96% |
Returns Annualized
| One Day | -4.26% |
|---|---|
| Five Days | 19.04% |
| One Months | -5.68% |
| Three Months | -5.92% |
| Six Months | 13.53% |
| Nine Months | 23.69% |
| One Year | 13.76% |
| Three Years | 5.03% |
| Five Years | 8.59% |
| Ten Years | 8.00% |
| YTD | 12.28% |
| Since Inception | 7.24% |
Returns Total
| One Day | -0.02% |
|---|---|
| Five Days | 0.35% |
| One Month | -0.46% |
| Three Months | -1.49% |
| Six Months | 6.44% |
| Nine Months | 17.07% |
| One Year | 13.75% |
| Three Years | 15.79% |
| Five Years | 50.82% |
| Ten Years | 115.45% |
| YTD | 6.15% |
| Since Inception | 436.38% |
Yearly Returns
| 2024 | 6.15% |
|---|---|
| 2023 | 11.36% |
| 2022 | -7.74% |
| 2021 | 24.95% |
| 2020 | 2.73% |
| 2019 | 26.13% |
| 2018 | -8.42% |
| 2017 | 13.45% |
| 2016 | 17.26% |
| 2015 | -3.97% |
Risk against SP-DA
| Alpha | -8.75% |
|---|---|
| Beta | 0.73 |
| Correlation | 76.61% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 58.69% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -1.4 |
| Sortino | -5.34 |
| Treynor | 11.42 |
| Ulcer Index | 3.78 |
| Ulcer Performance Index | -3.96 |