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AXDI: iShares MSCI ACWI ex US Consumer Discretionary ETF (ETF)
Basic Info
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/21/2010 |
| Last Dividend Date: | 12/18/2013 |
| 12-Mo. Yield | 2.19% |
| Expenses | 0.48% |
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Performance Analytics (As of 03/25/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 07/21/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 19.4 | 11.5 | 15.0 | -3.5 | 30.4 | 26.6 | -13.8 | 21.8 |
| Sharpe Ratio | NA | 1.2 | 0.53 | 0.74 | -0.69 | 2.29 | 1.41 | -0.5 | 3.8 |
| Draw Down(%) | NA | 9.2 | 25.2 | 25.2 | 8.6 | 9.2 | 13.3 | 25.2 | 3.1 |
| Standard Deviation(%) | NA | 16.1 | 21.5 | 20.3 | 21.0 | 13.3 | 18.9 | 27.5 | 14.3 |
| Treynor Ratio | NA | 0.48 | 0.4 | 0.54 | -0.24 | 1.0 | 1.38 | -0.49 | 3.23 |
| Alpha | NA | 0.03 | 0.02 | 0.04 | -0.07 | 0.07 | 0.09 | -0.05 | 0.15 |
| Beta | NA | 0.4 | 0.28 | 0.28 | 0.61 | 0.3 | 0.19 | 0.28 | 0.17 |
| RSquared | NA | 0.08 | 0.05 | 0.05 | 0.13 | 0.06 | 0.02 | 0.06 | 0.03 |
| Yield(%) | N/A | 2.2 | 2.1 | N/A | 0.0 | 2.3 | 2.4 | 1.7 | 0.6 |
| Dividend Growth(%) | N/A | 18.7 | N/A | N/A | -100.0 | 18.7 | 16.0 | 242.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Cyclical Asset Class Trend Rankings |
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