NasdaqGM - Delayed Quote USD

iShares Russell Small/Mid-Cap I (0P000165F9)

15.96 +0.10 (+0.63%)
At close: April 5 at 4:00 PM EDT

Fund Summary

The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The underlying index is a subset of the Russell 3000® Index. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.35%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 3.73%
5y Average Return 8.53%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P000165F9Category Average0P000165F9Category Average0P000165F9Category Average
Alpha -8.26 -0.09 -5.78 -0.06 -- -0.06
BETA 1.04 0.01 1.13 0.01 -- 0.01
Mean Annual Return 0.38 0.01 0.98 0.01 -- 0.01
R-squared 80.94 0.83 83.41 0.77 -- 0.78
Standard Deviation 20.4 0.26 22.75 0.21 -- 0.19
Sharpe Ratio 0.08 0 0.42 0.01 -- 0.01
Treynor Ratio -0.35 0.08 6.57 0.1 -- 0.09

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