IWX
iShares Russell Top 200 Value ETF
$73.90
0.61 (0.83%)
Currency in USD / Last Updated: 4/22/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2080.285M |
| 52 Week High | 76.32 |
| 52 Week Low | 61.584 |
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Key Data
| Symbol | IWX |
|---|---|
| Type | ETF |
| Category | Large Cap Value |
| Price | 73.9 |
| Price Yesterday | 73.29 |
| Market Cap | 2,080.29 |
| YTD Return | 5.80% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.002 |
Overview
| 52 Week High | 76.32 |
|---|---|
| 52 Week Low | 61.58 |
| Market Cap | 2,080.29M |
| Shares Outstanding | 28.15M |
| Income Dividend Yield | 2.07% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.07% |
Returns Annualized
| One Day | 709.14% |
|---|---|
| Five Days | 78.02% |
| One Months | -18.11% |
| Three Months | 25.61% |
| Six Months | 36.96% |
| Nine Months | 11.86% |
| One Year | 14.04% |
| Three Years | 6.58% |
| Five Years | 9.03% |
| Ten Years | 8.59% |
| YTD | 20.28% |
| Since Inception | 10.30% |
Returns Total
| One Day | 0.83% |
|---|---|
| Five Days | 1.15% |
| One Month | -1.57% |
| Three Months | 5.86% |
| Six Months | 16.87% |
| Nine Months | 8.76% |
| One Year | 13.97% |
| Three Years | 20.98% |
| Five Years | 53.98% |
| Ten Years | 127.50% |
| YTD | 5.80% |
| Since Inception | 315.59% |
Yearly Returns
| 2024 | 5.80% |
|---|---|
| 2023 | 10.47% |
| 2022 | -5.32% |
| 2021 | 23.32% |
| 2020 | 1.46% |
| 2019 | 25.82% |
| 2018 | -6.50% |
| 2017 | 14.05% |
| 2016 | 15.37% |
| 2015 | -3.69% |
Risk against SP-DA
| Alpha | -5.24% |
|---|---|
| Beta | 0.78 |
| Correlation | 90.00% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 80.99% |
| Standard Deviation | 2.96% |
| Sharpe Ratio | -0.9 |
| Sortino | -3.35 |
| Treynor | 11.11 |
| Ulcer Index | 3.12 |
| Ulcer Performance Index | -2.95 |