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ISP6.L: ISHARES III PLC ISHARES S&P SMA (ETF)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/31/2011 |
| Last Dividend Date: | 06/25/2014 |
| 12-Mo. Yield | 0.71% |
| Expenses | - |
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Performance Analytics (As of 05/14/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/31/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 18.1 | 19.3 | 14.3 | 1.0 | 11.8 | 40.9 | 8.0 | -1.1 |
| Sharpe Ratio | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 2.72 | 0.52 | -0.07 |
| Draw Down(%) | NA | 99.1 | 99.1 | 99.1 | 99.1 | 99.1 | 8.0 | 9.0 | 24.7 |
| Standard Deviation(%) | NA | 1966.7 | 1128.7 | 982.0 | 2191.7 | 1458.4 | 15.0 | 15.3 | 28.4 |
| Treynor Ratio | NA | 0.15 | -0.09 | 0.29 | 0.0 | 0.0 | 0.72 | 0.15 | -0.05 |
| Alpha | NA | 352.54 | 116.65 | 88.17 | 448.34 | 191.32 | 0.07 | 0.0 | 0.03 |
| Beta | NA | 1.23 | -2.09 | 0.49 | -211.49 | 66.34 | 0.57 | 0.55 | 0.38 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.26 | 0.35 | 0.27 |
| Yield(%) | N/A | 0.7 | 1.5 | N/A | 0.0 | 0.7 | 1.5 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -39.2 | N/A | N/A | -100.0 | -39.2 | -7.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2011
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See SMALL BLEND Asset Class Trend Rankings |
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