iShares Core U.S. Growth ETF (IUSG)

61.54
as of: 10/12/18
C Fund
++ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Core U.S. Growth ETF 14 1.10 16.77% -1.39% 0.25%
U.S. Large Cap - Growth 14 1.08 18.94% - -

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

Performance & Return

Return
Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.95% 11.17% -1.22%
Year-to-Date 16.77% 18.94% -2.17%
1 Year 12.89% 14.45% -1.56%

Risk, Fees & Styles

(as of 9/30/2018)
RISK PROFILE Help

Fund's Risk

14%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 14% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.25%

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

Total fees paid

$326

Real cost (fees + lost compounding)

$403

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
0.29%

  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.