PortfoliosLab logoPortfoliosLab logo
iShares Virtual Work and Life Multisector ETF (IWF...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US46436E5859
CUSIP
46436E585
Issuer
iShares
Inception Date
Sep 29, 2020
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
NYSE FactSet Global Virtual Work and Life Index
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Virtual Work and Life Multisector ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period


iShares Virtual Work and Life Multisector ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.47%2.59%2.07%-4.75%1.35%-0.34%2.54%-6.17%-7.41%
202313.54%-6.76%2.75%-4.12%1.11%5.34%10.22%-9.06%-8.02%-5.67%17.34%3.58%17.42%
2022-9.83%-7.04%-3.06%-13.31%-3.15%-7.48%4.54%-4.74%-12.05%-0.68%11.61%-1.00%-39.32%
20214.71%-0.65%-9.30%3.96%-4.86%6.36%-5.00%-1.37%-5.72%3.50%-11.89%-6.90%-25.56%
2020-1.54%9.67%7.10%15.64%

Benchmark Metrics

iShares Virtual Work and Life Multisector ETF has an annualized alpha of -24.47%, beta of 1.23, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since October 02, 2020.

  • This ETF participated in 133.05% of S&P 500 Index downside but only 37.54% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -24.47% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-24.47%
Beta
1.23
0.52
Upside Capture
37.54%
Downside Capture
133.05%

Expense Ratio

IWFH has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

iShares Virtual Work and Life Multisector ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.302020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
Dividend$0.00$0.28$0.04$0.00$0.05

Dividend yield

0.00%1.83%0.31%0.00%0.18%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Virtual Work and Life Multisector ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.01
2023$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.26$0.28
2022$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.02$0.04
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.05$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Virtual Work and Life Multisector ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Virtual Work and Life Multisector ETF was 67.25%, occurring on Oct 14, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.25%Feb 16, 2021421Oct 14, 2022
-8.71%Nov 9, 20202Nov 10, 202017Dec 4, 202019
-7.5%Oct 14, 202014Nov 2, 20203Nov 5, 202017
-3.71%Jan 26, 20212Jan 27, 20214Feb 2, 20216
-2.94%Dec 23, 20203Dec 28, 20208Jan 8, 202111

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...