iShares Micro-Cap ETF (IWC)

$85.57
C Fund
-- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Micro Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Micro-Cap ETF 16 1.09 -13.99% 0.04% 0.60%
U.S. Micro Cap 16 1.09 -13.99% - -

* 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 20.18% 20.18% 0.00%
Year-to-Date -13.99% -13.99% 0.00%
1 Year -6.80% -6.80% 0.00%

Risk, Fees & Styles

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

Fund's Risk

16%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 16% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.60%

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

Total fees paid

$769

Real cost (fees + lost compounding)

$951

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
0.04%