IWX
iShares Russell Top 200 Value ETF
$74.85
0.03 (0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2178.135M |
| 52 Week High | 76.292 |
| 52 Week Low | 61.296 |
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Key Data
| Symbol | IWX |
|---|---|
| Type | ETF |
| Category | Large Cap Value |
| Price | 74.85 |
| Price Yesterday | 74.82 |
| Market Cap | 2,178.14 |
| YTD Return | 7.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.002 |
Overview
| 52 Week High | 76.29 |
|---|---|
| 52 Week Low | 61.30 |
| Market Cap | 2,178.14M |
| Shares Outstanding | 29.10M |
| Income Dividend Yield | 2.11% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.11% |
Returns Annualized
| One Day | 10.64% |
|---|---|
| Five Days | 27.54% |
| One Months | -2.46% |
| Three Months | -1.65% |
| Six Months | 15.67% |
| Nine Months | 23.77% |
| One Year | 15.19% |
| Three Years | 6.08% |
| Five Years | 8.85% |
| Ten Years | 8.26% |
| YTD | 15.41% |
| Since Inception | 10.28% |
Returns Total
| One Day | 0.04% |
|---|---|
| Five Days | 0.48% |
| One Month | -0.20% |
| Three Months | -0.41% |
| Six Months | 7.42% |
| Nine Months | 17.13% |
| One Year | 15.17% |
| Three Years | 19.28% |
| Five Years | 52.62% |
| Ten Years | 120.63% |
| YTD | 7.66% |
| Since Inception | 322.93% |
Yearly Returns
| 2024 | 7.66% |
|---|---|
| 2023 | 10.47% |
| 2022 | -5.32% |
| 2021 | 23.32% |
| 2020 | 1.46% |
| 2019 | 25.82% |
| 2018 | -6.50% |
| 2017 | 14.05% |
| 2016 | 15.37% |
| 2015 | -3.69% |
Risk against SP-DA
| Alpha | -6.02% |
|---|---|
| Beta | 0.68 |
| Correlation | 79.56% |
| Downside Deviation | 2.54% |
| Coefficient of determination | 63.29% |
| Standard Deviation | 2.74% |
| Sharpe Ratio | -1.42 |
| Sortino | -5.32 |
| Treynor | 14.46 |
| Ulcer Index | 3.14 |
| Ulcer Performance Index | -4.31 |