iShares Russell 1000 Growth IWF: Historical Returns

Historical returns and Metrics of iShares Russell 1000 Growth (IWF) ETF. In the last 20 Years, the iShares Russell 1000 Growth (IWF) ETF obtained a 11.00% compound annual return, with a 15.72% standard deviation. Links to a proprietary ETF Database rating for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Links https://forexarticles.net/ada-for-the-c-or-java-developer/ to analysis of other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Tax Rate data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Holdings data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table.

Get our overall rating based on a fundamental assessment of the pillars below.

Expenses Ratio Analysis

Previously Ms. Whitelaw worked in the Transition Services group as a transition manager and strategist, and was also an international equity trader on BGI’s trading desk. These investments can help you save more while avoiding as much risk as possible. Data are provided ‘as is’ for informational purposes only and are not intended for trading purposes. The following table presents dividend information for ETFs tracking the Russell 1000 Growth Index, including yield and dividend date.

• This approach can provide a more accurate representation of the investment’s historical performance and helps investors to evaluate the investment’s consistency over time.
• Previously, he managed the trading team responsible for all Institutional Index funds, Exchange Traded funds, and Transition Management mandates.
• The total risk index relates the volatility of the ETF to the volatility of all ETFs.
• Standard deviation measures the degree of variation in return experienced relative to the average return for an ETF.
• Our team at ETF Database is committed to making our website the premier source of information on ETF investing with the world’s highest quality ETF tools, content, and resources.

Mr. Whitehead represents BlackRock on the board of Luminex, a buy-side owned Alternative Trading System launched in 2015. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment’s historical performance and helps investors to evaluate the investment’s consistency over time.

ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Large Cap Growth Equities ETF Database Category are presented in the following table. The following table presents a proprietary ETF Database rating for ETFs tracking the Russell 1000 Growth Index. The following table presents certain technical indicators for ETFs tracking the Russell 1000 Growth Index. To see complete technical metrics click the ‘View’ link in the right column.

Fund Details

The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. The table below includes fund flow data for all U.S. listed Highland Capital Management ETFs. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.

Mr. Whitehead was previously the Global Head of Equity Trading and the Global Head of Transition Management within BlackRock’s Global Trading Group. Mr. Whitehead’s service with the firm dates back to 1996, including his years with Barclays Global Investors, which merged with BlackRock in 2009. Prior to his current role, Mr. Whitehead was Head of Americas Equity Trading. Previously, he managed the trading team responsible for all Institutional Index funds, Exchange Traded funds, and Transition Management mandates.

Morningstar’s Analysis IWF

The Parent Pillar is our rating of IWF’s parent organization’s priorities and whether they’re in line with investors’ interests. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWF’s performance objective and investment process is for both security selection and portfolio construction. Amy Whitelaw is Managing Director of BlackRock, Inc. since 2013 and was Director of the firm from 2009 to 2012. Ms. Whitelaw’s service with the firm dates back to 1998, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009.

We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The information contained herein does not constitute the provision of investment advice. A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. Monthly correlations of iShares Russell 1000 Growth (IWF) ETF vs the main Asset Classes, over different timeframes.

Equity

These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Mr. Whitehead is a Managing Director of BlackRock, Inc., Co-Head of Index Equity, and Co-Head of BlackRock’s ETF and Index Investments business. Mr. Whitehead also oversees the management of BlackRock’s Institutional and iShares funds.

The total risk index relates the volatility of the ETF to the volatility of all ETFs. It can help you understand the volatility of an ETF across all categories. IShares Russell 1000 Growth ETF has an above average total risk index of 1.44 because of its standard deviation of 21.5%. The category risk index relates the volatility of an ETF to the average volatility for ETFs in the same investment category. IShares Russell 1000 Growth ETF has an average category risk of 0.99, giving it a category risk grade of C.

The index measures the performance of the large capitalization growth sector of the U.S. equity market. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style.

The following table presents sortable tax data for ETFs currently tracking the Russell 1000 Growth Index. Get this delivered to your inbox, and more info about our products and services. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. This site is protected by reCAPTCHA and the Google

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Letter grades of A, B, C, D and F are based upon these relative rankings. The “A+ Metric Rated ETF” field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF Database Pro.

Fund Type

Our team at ETF Database is committed to making our website the premier source of information on ETF investing with the world’s highest quality ETF tools, content, and resources. The following charts reflect the allocation of

IWF’s

underlying holdings. Get stock recommendations, portfolio guidance, and more from The Motley Fool’s premium services. Historical return data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. The following table presents links to in-depth analysis for ETFs tracking the Russell 1000 Growth Index.

• The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security.
• ETF Trends and ETF Database , the preeminent digital platforms for ETF news, research, tools, video, webcasts, native content channels, and more.
• The investment seeks investment results that correspond generally to the price and yield performance before fees and expenses of the Russell 1000 Growth Index (the underlying index).
• Historical return data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table.
• IShares Russell 1000 Growth ETF has an average category risk of 0.99, giving it a category risk grade of C.

Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. Correlation measures to what degree the returns of the two assets move in relation to each other. A long-running debate in asset allocation circles is how much of a portfolio an investor should… View charts that break down the influence that fund flows and price had on overall assets. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.