iShares Russell 1000 Value ETF

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IWD : NAL : Financial
$118.25 | %
Today's Range: 118.05 - 118.37
Avg. Daily Volume: 1634300.0
09/22/17 - 3:59 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
IWD Return and Expenses Comparison Chart
1 Month: -0.91% 1 Year: 11.26%
3 Month: 1.23% 3 Year: 6.82%
6 Month: 0.02% 5 Year; 12.64%
Year-to-Date 4.92%    
Last Dividend
(07/06/2017)
$0.72    
Last Cap Gain 0.0    
Expense Ratio 0.2%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
05/31/2017 $114.53 Downgrade BUY HOLD
Sector Allocation
IWD Sector Allocation Chart
Basic Materials2.85%
Capital Goods4.14%
Technology8.1%
Consumer Staples7.67%
Healthcare12.41%
Energy9.83%
Finance30.06%
Transportation1.34%
Communication Services3.13%
Utilities5.32%
Miscellaneous2.11%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha-6.07%-2.31%
Beta1.14%0.98%
R-squared74.0%92.0%
Standard Deviation7.04%10.22%
Semi-deviation0.75%1.82%
Definitions:
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
Top Ten Holdings
Berkshire Hathaway Inc 2.94%
Exxon Mobil Corp 2.73%
JPMorgan Chase & Co 2.71%
Johnson & Johnson 2.55%
Bank of America Corp 2.01%
AT&T Inc 1.94%
Wells Fargo & Co 1.93%
Procter & Gamble Co 1.89%
Chevron Corp 1.71%
Pfizer Inc 1.69%
 

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