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IUSG: iShares Core S&P U.S. Growth ETF (STOCK)
Basic Info 184.13 7.12(3.72%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 0.63% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/2000 |
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 9.8 | 29.5 | 26.0 | 14.8 | 17.5 | 15.9 | 13.0 | 8.2 | 21.2 | 34.7 | 29.3 | -28.8 | 31.3 | 32.7 | 30.6 | -0.8 | 27.0 | 8.3 | 6.0 | 12.4 | 34.0 | 15.0 | 1.9 | 17.4 | 36.8 | -38.6 | 11.2 | 9.3 | 5.1 | 6.4 | 30.6 | -28.0 | -20.7 | -19.5 |
| Sharpe Ratio | NA | 1.15 | 1.66 | 1.22 | 0.59 | 0.77 | NA | NA | 0.33 | 0.81 | 1.78 | 1.94 | -1.0 | 1.95 | 0.93 | 2.29 | -0.11 | 3.66 | 0.6 | 0.39 | 0.99 | 3.02 | 1.14 | 0.08 | 0.98 | 1.51 | -1.09 | 0.51 | 0.52 | 0.26 | 0.44 | 1.62 | -1.01 | -0.72 | -1.23 |
| Draw Down(%) | NA | 13.0 | 13.1 | 22.3 | 32.2 | 32.3 | NA | NA | 63.3 | 22.3 | 12.5 | 9.3 | 31.8 | 8.6 | 32.3 | 6.4 | 20.7 | 2.2 | 11.8 | 11.8 | 7.3 | 5.9 | 9.9 | 19.2 | 15.5 | 21.8 | 48.7 | 9.1 | 10.0 | 7.4 | 12.0 | 12.1 | 37.0 | 41.1 | 31.4 |
| Standard Deviation(%) | NA | 19.0 | 16.2 | 18.7 | 20.9 | 20.5 | NA | NA | 20.9 | 22.7 | 17.4 | 13.4 | 30.4 | 16.1 | 34.5 | 12.7 | 19.3 | 7.2 | 13.5 | 15.6 | 12.5 | 11.2 | 13.2 | 23.8 | 17.6 | 24.3 | 36.4 | 16.0 | 11.4 | 10.7 | 12.4 | 18.4 | 28.9 | 32.8 | 36.0 |
| Treynor Ratio | NA | 0.23 | 0.29 | 0.26 | 0.15 | 0.19 | NA | NA | 0.08 | 0.2 | 0.35 | 0.39 | -0.38 | 0.46 | 0.35 | 0.5 | -0.02 | 0.33 | 0.09 | 0.06 | 0.14 | 0.37 | 0.17 | 0.02 | 0.19 | 0.38 | -0.42 | 0.09 | 0.07 | 0.03 | 0.07 | 0.34 | -0.35 | -0.3 | -0.74 |
| Alpha | NA | 0.09 | 0.06 | 0.03 | 0.03 | 0.01 | NA | NA | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 | 0.07 | -0.06 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.02 | 0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.01 | 0.03 | -0.07 |
| Beta | NA | 0.93 | 0.91 | 0.87 | 0.81 | 0.83 | NA | NA | 0.85 | 0.9 | 0.89 | 0.66 | 0.8 | 0.68 | 0.93 | 0.58 | 0.91 | 0.8 | 0.89 | 0.95 | 0.89 | 0.91 | 0.89 | 0.89 | 0.9 | 0.97 | 0.95 | 0.91 | 0.83 | 0.83 | 0.77 | 0.89 | 0.83 | 0.79 | 0.6 |
| RSquared | NA | 0.9 | 0.92 | 0.95 | 0.93 | 0.91 | NA | NA | 0.87 | 0.97 | 0.97 | 0.87 | 0.94 | 0.84 | 0.94 | 0.69 | 0.97 | 0.91 | 0.96 | 0.97 | 0.95 | 0.95 | 0.95 | 0.98 | 0.97 | 0.96 | 0.95 | 0.88 | 0.9 | 0.84 | 0.82 | 0.86 | 0.83 | 0.72 | 0.42 |
| Yield(%) | N/A | 0.1 | 0.6 | 1.0 | 0.9 | 2.1 | 3.1 | 3.1 | N/A | 0.6 | 0.8 | 1.4 | 0.7 | 0.8 | 1.2 | 2.1 | 1.3 | 1.6 | 2.5 | 2.4 | 1.4 | 1.6 | 1.7 | 1.3 | 1.3 | 1.7 | 0.9 | 0.9 | 0.9 | 0.9 | 1.1 | 1.0 | 0.6 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -80.5 | 8.6 | 13.4 | 8.1 | 112.4 | N/A | N/A | N/A | 10.2 | -30.1 | 34.1 | 27.9 | -17.2 | -26.0 | 59.2 | 1.2 | -29.7 | 4.8 | 98.0 | 9.5 | 3.7 | 34.6 | 12.5 | 4.2 | 18.4 | 6.4 | 13.2 | 7.2 | -15.2 | 30.0 | 31.5 | 59.7 | 351.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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