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AXSL: iShares MSCI ACWI ex US Consumer Staples ETF (ETF)
Basic Info
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/21/2010 |
| Last Dividend Date: | 12/18/2013 |
| 12-Mo. Yield | 2.07% |
| 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(%) | 1.4 | 2.1 | 10.8 | 12.4 | 0.5 | 10.1 | 16.9 | 4.1 | 14.1 |
| Sharpe Ratio | NA | 0.1 | 0.52 | 0.62 | 0.11 | 0.51 | 0.93 | 0.18 | 1.96 |
| Draw Down(%) | NA | 11.5 | 15.2 | 15.2 | 7.7 | 11.2 | 12.0 | 15.2 | 7.3 |
| Standard Deviation(%) | NA | 19.3 | 20.6 | 19.9 | 19.7 | 19.6 | 18.3 | 23.0 | 17.2 |
| Treynor Ratio | NA | 0.04 | 0.38 | 0.43 | 0.04 | 0.21 | 0.98 | 0.15 | 1.55 |
| Alpha | NA | -0.04 | 0.01 | 0.03 | 0.0 | -0.01 | 0.06 | 0.02 | 0.09 |
| Beta | NA | 0.52 | 0.28 | 0.29 | 0.57 | 0.48 | 0.17 | 0.27 | 0.22 |
| RSquared | NA | 0.1 | 0.05 | 0.05 | 0.12 | 0.07 | 0.01 | 0.07 | 0.03 |
| Yield(%) | N/A | 2.1 | 2.5 | N/A | 0.0 | 2.2 | 2.4 | 2.5 | 1.3 |
| Dividend Growth(%) | N/A | 5.0 | N/A | N/A | -100.0 | 5.0 | 0.5 | 117.1 | 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 Defensive Asset Class Trend Rankings |
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