iShares S&P 500 Growth ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$82.81
- Net Assets:$0 Million
- NAV:$83.86
- Premium-1.25%
- Peer Rank:235 of 559
- Investment Rating:B-
- Performance:A-
- RiskC
We rate iShares S&P 500 Growth at B-. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks very high in comparison with peers over the last three years. The iShares S&P 500 Growth has returned an annual rate of 7.42% since inception. More recently, the fund has generated a total return of 16.28% in the last five years, 11.06% in the last three years, and 37.25% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 95% of them. It has also outpaced 87% of its competitors on a three year basis and 94% of them over the last year for the period ending 2/29/2024. On a year to date basis, IVW has returned 11.65%.
Downside risk has been below average. IVW has a draw down risk of -30.86%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 21.1%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As IVW is an exchange traded fund, it has no front end or back end load.
The iShares S&P 500 Growth is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.