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AXFN: iShares MSCI ACWI ex US Financials ETF (ETF)
Basic Info
| Asset Class: | Financial |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/28/2010 |
| Last Dividend Date: | 12/18/2013 |
| 12-Mo. Yield | 2.80% |
| 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 01/28/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.4 | 3.1 | 5.8 | -3.8 | 14.5 | 34.7 | -22.1 | 9.6 |
| Sharpe Ratio | NA | 0.34 | 0.12 | 0.22 | -1.01 | 0.84 | 1.44 | -0.64 | 0.38 |
| Draw Down(%) | NA | 15.4 | 33.3 | 33.8 | 9.3 | 15.4 | 19.5 | 33.6 | 19.8 |
| Standard Deviation(%) | NA | 15.6 | 26.3 | 26.2 | 15.8 | 17.2 | 24.2 | 34.4 | 27.4 |
| Treynor Ratio | NA | 0.12 | 0.07 | 0.13 | -0.37 | 0.27 | 2.13 | -0.45 | 0.26 |
| Alpha | NA | -0.02 | -0.03 | 0.0 | -0.09 | 0.0 | 0.11 | -0.06 | 0.02 |
| Beta | NA | 0.45 | 0.44 | 0.43 | 0.43 | 0.53 | 0.16 | 0.5 | 0.4 |
| RSquared | NA | 0.16 | 0.15 | 0.14 | 0.14 | 0.18 | 0.01 | 0.23 | 0.14 |
| Yield(%) | N/A | 2.8 | 3.2 | N/A | 0.0 | 2.9 | 5.7 | 2.9 | 3.0 |
| Dividend Growth(%) | N/A | -34.4 | N/A | N/A | -100.0 | -34.4 | 46.1 | 5.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2010
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