iShares Russell 3000 ETF (IWV)

$265.40
D Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Russell 3000 ETF 35 1.01 18.72% -1.76% 0.20%
U.S. Large Cap 34 0.98 19.02% - -

* 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 4.88% 5.51% -0.62%
Year-to-Date 18.72% 19.02% -0.30%
1 Year 35.02% 34.42% 0.60%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

35%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.20%

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

Total fees paid

$262

Real cost (fees + lost compounding)

$323

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
-0.62%