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IEMS.L: ISHARES III PLC ISHARES MSCI EM (ETF)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/09/2009 |
| Last Dividend Date: | 06/25/2014 |
| 12-Mo. Yield | 1.10% |
| Expenses | 0.74% |
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Performance Analytics (As of 03/24/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/09/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 12.1 | 4.5 | 1.6 | 10.5 | 8.4 | 3.2 | 1.1 | 13.5 | -26.9 | 30.5 | 49.3 |
| Sharpe Ratio | NA | 0.07 | 0.05 | 0.02 | 0.05 | 0.34 | 0.02 | 0.07 | 0.95 | -1.26 | 0.31 | 0.13 |
| Draw Down(%) | NA | 45.0 | 45.0 | 45.0 | 47.6 | 34.5 | 45.0 | 17.5 | 16.0 | 32.8 | 44.4 | 44.2 |
| Standard Deviation(%) | NA | 162.5 | 93.9 | 73.4 | 200.3 | 125.1 | 150.8 | 15.9 | 14.4 | 21.3 | 97.2 | 501.9 |
| Treynor Ratio | NA | -1.44 | 0.16 | 0.04 | 0.27 | 0.93 | -0.28 | 0.03 | 0.33 | -0.63 | 2.65 | 1.92 |
| Alpha | NA | 0.58 | 0.18 | 0.1 | 0.82 | 0.4 | 0.47 | -0.03 | 0.02 | -0.1 | 0.29 | 5.17 |
| Beta | NA | -0.08 | 0.29 | 0.36 | 0.39 | 0.46 | -0.11 | 0.42 | 0.41 | 0.43 | 0.11 | 0.33 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.13 | 0.32 | 0.39 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | 0.3 | 0.2 | N/A | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/2009
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