iShares Trust (HYDB)

$47.35
B Fund
+ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Trust 4 0.26 -6.26% 4.01% 0.00%
U.S. Mega Cap 12 0.98 2.32% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.73% 16.21% -12.48%
Year-to-Date -6.26% 2.32% -8.57%
1 Year -1.93% 11.69% -13.62%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

4%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
74%

Return in excess of styles
(over past year)
0.63%