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SMMD: iShares Russell 2500 ETF (ETF)
Basic Info 90.33 0.54(0.60%) June 15
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/06/2017 |
| Last Dividend Date: | 06/15/2026 |
| 12-Mo. Yield | 1.40% |
| Expenses | - |
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Performance Analytics (As of 06/12/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 07/06/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.3 | 21.1 | 39.9 | 18.6 | 8.0 | 12.0 | 11.7 | 11.9 | 17.7 | -18.5 | 18.3 | 20.0 | 28.0 | -10.5 | 16.7 |
| Sharpe Ratio | NA | 2.46 | 1.9 | 0.78 | 0.24 | 0.45 | 0.41 | 0.47 | 0.77 | -0.74 | 0.97 | 0.49 | 1.87 | -0.68 | 3.2 |
| Draw Down(%) | NA | 9.7 | 9.7 | 25.5 | 28.2 | 41.1 | 22.9 | 8.6 | 16.0 | 24.7 | 10.2 | 41.1 | 7.9 | 25.1 | 4.3 |
| Standard Deviation(%) | NA | 19.4 | 17.7 | 19.3 | 20.9 | 22.5 | 21.8 | 17.5 | 18.5 | 27.0 | 18.9 | 39.9 | 14.2 | 17.7 | 11.4 |
| Treynor Ratio | NA | 0.38 | 0.26 | 0.12 | 0.05 | 0.1 | 0.08 | 0.06 | 0.12 | -0.19 | 0.16 | 0.2 | 0.25 | -0.16 | 0.81 |
| Alpha | NA | 0.06 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.01 | 0.09 |
| Beta | NA | 1.27 | 1.29 | 1.23 | 1.13 | 1.04 | 1.18 | 1.31 | 1.16 | 1.03 | 1.16 | 1.0 | 1.06 | 0.73 | 0.45 |
| RSquared | NA | 0.86 | 0.86 | 0.89 | 0.91 | 0.84 | 0.91 | 0.88 | 0.91 | 0.96 | 0.85 | 0.86 | 0.92 | 0.45 | 0.07 |
| Yield(%) | N/A | 0.5 | 1.8 | 1.6 | 1.4 | N/A | 1.4 | 1.4 | 1.7 | 1.4 | 1.3 | 1.6 | 1.9 | 2.2 | 0.8 |
| Dividend Growth(%) | N/A | -57.4 | 65.5 | 5.2 | N/A | N/A | 11.3 | -2.8 | -6.7 | 27.8 | -0.3 | 3.2 | -22.8 | 215.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2017
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See MID-CAP BLEND Asset Class Trend Rankings |
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