NYSEArca - Delayed Quote USD

iShares Russell Top 200 Value ETF (IWX)

79.44
-2.94
(-3.57%)
At close: April 3 at 4:00:00 PM EDT

ETF Summary

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Risk Overview

Performance & Risk

YTD Return 0.87%
5y Average Return 15.53%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
IWXCategory AverageIWXCategory AverageIWXCategory Average
Alpha -1.26 -2.34 -1.86 -2.02 -2.32 -2.74
BETA 0.83 0.86 0.86 0.92 0.9 0.94
Mean Annual Return 0.88 0.81 1.12 1.17 0.83 0.83
R-squared 80.81 78.56 82.79 80.71 85.95 82.86
Standard Deviation 15.6 16.47 16.84 18.07 14.78 15.68
Sharpe Ratio 0.39 0.32 0.64 0.62 0.54 0.51
Treynor Ratio 6.32 4.12 11.52 11.07 8.09 7.44

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