iShares Russell 1000 Value ETF

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IWD : n.a. : Financial
$116.94 up 0.03 | 0.03%
Today's Range: 116.7431 - 117.159
Avg. Daily Volume: 2205700.0
07/20/17 - 4:00 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
IWD Return and Expenses Comparison Chart
1 Month: 0.77% 1 Year: 15.25%
3 Month: 1.3% 3 Year: 7.08%
6 Month: 4.45% 5 Year; 14.04%
Year-to-Date 4.45%    
Last Dividend
(03/24/2017)
$0.58    
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 Materials2.8%
Capital Goods5.21%
Technology10.3%
Consumer Staples6.37%
Healthcare10.49%
Energy11.25%
Finance30.3%
Transportation2.45%
Communication Services3.39%
Utilities5.41%
Miscellaneous2.07%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha-2.44%-1.79%
Beta1.02%0.98%
R-squared73.0%93.0%
Standard Deviation6.9%10.4%
Semi-deviation0.69%1.86%
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
Exxon Mobil Corp 2.98%
Berkshire Hathaway Inc 2.78%
JPMorgan Chase & Co 2.66%
Johnson & Johnson 2.59%
AT&T Inc 2.11%
Wells Fargo & Co 2.08%
Bank of America Corp 2.05%
Procter & Gamble Co 2.0%
Chevron Corp 1.73%
General Electric Co 1.71%
 

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