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IGV: iShares Expanded Tech-Software Sector ETF (ETF)
Basic Info 95.85 4.21(4.21%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 07/13/2001 |
| Last Dividend Date: | 12/20/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.41% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/13/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.7 | -9.3 | -8.4 | 13.4 | 6.1 | 16.6 | 15.6 | 14.4 | 3.2 | 5.6 | 23.4 | 59.2 | -35.7 | 12.3 | 52.9 | 34.4 | 13.1 | 42.8 | 9.7 | 13.1 | 14.8 | 32.6 | 18.0 | -7.2 | 24.6 | 47.5 | -38.4 | 15.7 | 10.8 | -5.1 | 17.4 | 50.0 | -44.7 | -82.6 |
| Sharpe Ratio | NA | -0.33 | -0.13 | 0.52 | 0.17 | 0.6 | NA | NA | 0.05 | 0.19 | 0.91 | 2.72 | -0.98 | 0.54 | 1.37 | 1.71 | 0.47 | 3.19 | 0.48 | 0.73 | 0.88 | 2.29 | 0.95 | -0.24 | 1.18 | 1.76 | -0.98 | 0.74 | 0.49 | -0.48 | 0.75 | 1.68 | -0.96 | -0.41 |
| Draw Down(%) | NA | 29.7 | 36.6 | 36.6 | 45.9 | 45.9 | NA | NA | 92.7 | 25.7 | 12.5 | 10.3 | 39.2 | 15.3 | 30.3 | 10.8 | 22.1 | 6.2 | 19.4 | 13.0 | 11.2 | 8.1 | 13.6 | 26.3 | 15.6 | 18.0 | 47.8 | 10.9 | 16.4 | 15.3 | 23.5 | 16.9 | 61.2 | 89.1 |
| Standard Deviation(%) | NA | 35.4 | 26.6 | 25.2 | 27.6 | 26.3 | NA | NA | 41.6 | 26.8 | 21.7 | 20.7 | 38.0 | 22.9 | 38.3 | 19.3 | 25.3 | 13.2 | 19.6 | 18.0 | 16.8 | 14.2 | 19.2 | 29.8 | 20.7 | 26.9 | 40.1 | 17.1 | 15.0 | 15.4 | 21.7 | 29.3 | 48.0 | 242.7 |
| Treynor Ratio | NA | -0.14 | -0.04 | 0.15 | 0.05 | 0.17 | NA | NA | 0.02 | 0.06 | 0.24 | 0.56 | -0.36 | 0.12 | 0.61 | 0.34 | 0.12 | 0.41 | 0.09 | 0.14 | 0.14 | 0.34 | 0.18 | -0.06 | 0.26 | 0.52 | -0.41 | 0.15 | 0.09 | -0.08 | 0.17 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.24 | -0.16 | -0.04 | -0.04 | -0.02 | NA | NA | -0.02 | -0.04 | 0.0 | 0.02 | -0.02 | -0.06 | 0.04 | -0.03 | 0.04 | 0.01 | -0.02 | 0.03 | -0.01 | 0.01 | 0.01 | -0.03 | 0.04 | -0.02 | 0.02 | 0.01 | 0.01 | -0.03 | 0.08 | NA | NA | NA |
| Beta | NA | 0.85 | 0.85 | 0.86 | 0.94 | 0.94 | NA | NA | 0.95 | 0.85 | 0.82 | 1.0 | 1.05 | 1.03 | 0.86 | 0.96 | 1.01 | 1.02 | 1.07 | 0.92 | 1.07 | 0.95 | 1.02 | 1.14 | 0.94 | 0.91 | 0.95 | 0.86 | 0.82 | 0.95 | 0.94 | NA | NA | NA |
| RSquared | NA | 0.33 | 0.43 | 0.65 | 0.75 | 0.78 | NA | NA | 0.45 | 0.83 | 0.68 | 0.83 | 0.88 | 0.82 | 0.81 | 0.81 | 0.88 | 0.75 | 0.84 | 0.83 | 0.8 | 0.71 | 0.77 | 0.93 | 0.85 | 0.9 | 0.92 | 0.81 | 0.72 | 0.68 | 0.67 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.2 | 0.1 | 0.6 | 1.6 | 1.9 | N/A | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.5 | 0.1 | 0.9 | 0.7 | 4.4 | 1.2 | 1.6 | 2.1 | 1.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 4.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | 1729.3 | -59.5 | -31.4 | N/A | N/A | N/A | N/A | -100.0 | 7217.4 | N/A | -100.0 | 438.7 | -83.3 | 92.5 | -83.9 | 287.4 | -14.5 | -0.4 | 58.8 | 672.7 | N/A | N/A | N/A | N/A | -100.0 | -97.4 | -87.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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