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IFSM: iShares FTSE Dev Sm Cap ex-North Amer (ETF)
Basic Info
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 06/24/2014 |
| 12-Mo. Yield | 2.55% |
| Expenses | 0.50% |
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Performance Analytics (As of 08/29/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/27/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 18.5 | 8.1 | 7.4 | 0.4 | 3.0 | 11.1 | 23.5 | -18.8 | 18.8 | 43.0 | -47.9 | 1.0 |
| Sharpe Ratio | NA | 1.23 | 0.39 | 0.32 | 0.01 | 0.28 | 0.58 | 1.33 | -0.63 | 0.82 | 1.38 | -1.29 | 36.28 |
| Draw Down(%) | NA | 8.2 | 18.3 | 29.4 | 60.7 | 8.2 | 18.3 | 16.0 | 29.4 | 19.8 | 25.7 | 56.2 | 0.0 |
| Standard Deviation(%) | NA | 15.0 | 20.9 | 22.8 | 26.7 | 16.3 | 19.1 | 17.8 | 29.8 | 22.9 | 31.1 | 37.8 | 6.8 |
| Treynor Ratio | NA | 0.2 | 0.08 | 0.07 | 0.0 | 0.05 | 0.12 | 0.25 | -0.18 | 0.18 | 0.41 | -0.48 | 3.34 |
| Alpha | NA | -0.01 | -0.04 | -0.03 | -0.03 | -0.01 | -0.06 | 0.01 | 0.0 | 0.01 | 0.01 | -0.03 | 0.23 |
| Beta | NA | 0.9 | 0.96 | 1.02 | 1.03 | 0.88 | 0.92 | 0.93 | 1.05 | 1.06 | 1.06 | 1.02 | 0.74 |
| RSquared | NA | 0.52 | 0.61 | 0.72 | 0.73 | 0.45 | 0.38 | 0.76 | 0.87 | 0.89 | 0.72 | 0.71 | 1.0 |
| Yield(%) | N/A | 2.6 | 3.2 | 2.9 | N/A | 1.0 | 3.0 | 4.1 | 2.4 | 0.9 | 3.2 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -12.7 | 81.5 | N/A | N/A | -61.8 | -14.4 | 37.1 | 200.0 | -58.4 | -22.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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