NYSEArca - Delayed Quote USD

iShares Morningstar Growth ETF (ILCG)

80.46 -1.01 (-1.24%)
At close: June 24 at 3:59 PM EDT
80.42 -0.04 (-0.05%)
After hours: June 24 at 4:08 PM EDT

ETF Summary

The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited above-average “growth” characteristics. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return 20.40%
5y Average Return 16.72%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
ILCGCategory AverageILCGCategory AverageILCGCategory Average
Alpha -1.3 -3.46 0.27 -0.82 1.22 -0.03
BETA 1.18 1.12 1.09 1.07 1.08 1.06
Mean Annual Return 0.89 0.68 1.5 1.38 1.28 1.15
R-squared 91.26 87.45 88.96 87.34 89.17 87.32
Standard Deviation 21.92 21.53 21.14 20.97 17.56 17.47
Sharpe Ratio 0.34 0.25 0.74 0.69 0.79 0.71
Treynor Ratio 4.62 2.74 13.48 12.37 12.16 10.84

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