iShares Core S&P U.S. Growth ETF
Provider: iShares
iShares Core S P U.S. Growth ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the S P 900 Growth Index. The Index measures the performance of the growth sector of the U.S. equity broad market.
| Annualised Return | 11.65% |
| Realised Volatility | 16.68% |
| Downside Volatility | 12.18% |
| Max Drawdown | -48.36% |
| Winning months | 62.91% |
| Sharpe Ratio | 0.7 |
| Sortino Ratio | 0.96 |
| Calmar Ratio | 0.24 |
| Viking Ratio | 0.37 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.59% | 7.3% | 2.42% | -4.01% | 6.53% | 6.48% | -1.1% | 1.8% | 1.85% | 25.9% | |||
| 2023 | 5.62% | -2.01% | 5.55% | 1.37% | 2.27% | 6.34% | 3.17% | -0.68% | -4.87% | -2.6% | 8.68% | 4.03% | 29.28% |
| 2022 | -8.51% | -4.22% | 4.46% | -12.34% | -1.33% | -8.25% | 12.59% | -5.2% | -9.98% | 4.88% | 4.98% | -7.39% | -28.81% |
| 2021 | -0.37% | 0.26% | 2.67% | 6.76% | -0.92% | 5.3% | 3.59% | 4.09% | -5.78% | 8.98% | 1.31% | 2.43% | 31.26% |
| 2020 | 2.01% | -7.25% | -10.49% | 14.4% | 6.26% | 3.85% | 6.97% | 9.17% | -4.45% | -2.85% | 9.92% | 4.12% | 32.65% |
| 2019 | 7.51% | 4.09% | 2.61% | 3.85% | -5.35% | 6.17% | 1.29% | -0.93% | 0.33% | 1.81% | 3.41% | 2.82% | 30.62% |
| 2018 | 6.99% | -2.21% | -2.64% | 0.09% | 4.32% | 0.59% | 3.32% | 4.75% | 0.63% | -8.21% | 1.56% | -8.68% | -0.79% |
| 2017 | 3.01% | 4.04% | 1.12% | 1.94% | 2.62% | -0.31% | 2.51% | 1.32% | 1.24% | 3.29% | 2.84% | 0.63% | 27.02% |
| 2016 | -6.1% | -0.04% | 6.9% | -0.84% | 1.95% | -0.38% | 4.9% | -0.35% | 0.41% | -2.56% | 2.58% | 1.28% | 7.36% |
| 2015 | -1.77% | 6.82% | -0.77% | 0% | 1.69% | -1.59% | 3.23% | -6.25% | -2.88% | 8.45% | 0.62% | -1.77% | 4.98% |
| 2014 | -2.89% | 5.25% | -1.22% | -0.44% | 2.91% | 2.22% | -1.8% | 4.72% | -1.7% | 2.7% | 3.15% | -0.71% | 12.45% |
| 2013 | 4.67% | 1.06% | 4% | 1.76% | 2.03% | -1.91% | 5.98% | -2.12% | 4.67% | 4.36% | 2.9% | 2.68% | 34.14% |
| 2012 | 6.06% | 4.52% | 3.3% | -0.28% | -6.44% | 2.82% | 1.03% | 2.81% | 1.96% | -2.93% | 1.65% | -0.02% | 14.77% |
| 2011 | 2.15% | 3.47% | 0.52% | 3.2% | -1.15% | -1.46% | -1.29% | -5.63% | -7.57% | 11.18% | -0.02% | -0.33% | 1.88% |
| 2010 | -4.1% | 3.27% | 5.89% | 1.3% | -7.48% | -5.72% | 7.09% | -4.99% | 11.01% | 4.72% | 1.37% | 5.71% | 17.44% |
| 2009 | -5.06% | -7.61% | 8.62% | 10.31% | 4.9% | 1.21% | 7.16% | 1.96% | 4.14% | -1.72% | 5.96% | 3.45% | 36.8% |
| 2008 | -8.18% | -1.89% | -0.63% | 5.06% | 3.74% | -7.01% | -1.52% | 1.2% | -11.64% | -17.54% | -9.1% | 2.48% | -38.62% |
| 2007 | 1.71% | -1.74% | 0.55% | 4.56% | 3.67% | -1.54% | -1.99% | 1.71% | 4.1% | 3.46% | -3.96% | -0.13% | 10.44% |