PortfoliosLab logo

iShares Factors US Blend Style ETF (STLC)

ETF · Currency in USD · Last updated May 17, 2022

STLC is a passive ETF by iShares tracking the investment results of the Russell US Large Cap Factors Blend Style Index. STLC launched on Apr 14, 2020 and has a 0.25% expense ratio.

ETF Info

  • ISINCA8585221051
  • IssueriShares
  • Inception DateApr 14, 2020
  • RegionNorth America (U.S.)
  • CategoryLarge Cap Growth Equities
  • Expense Ratio0.25%
  • Index TrackedRussell US Large Cap Factors Blend Style Index
  • ETF Home Pagewww.ishares.com
  • Asset ClassEquity
  • Asset Class Size

    Large-Cap
  • Asset Class Style

    Blend

STLCShare Price Chart


Chart placeholderClick Calculate to get results

STLCPerformance

The chart shows the growth of $10,000 invested in iShares Factors US Blend Style ETF on Nov 6, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,338 for a total return of roughly 133.38%. All prices are adjusted for splits and dividends.


STLC (iShares Factors US Blend Style ETF)
Benchmark (^GSPC)

STLCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M3.81%5.10%
6M43.80%9.22%
YTD90.86%20.24%
1Y232.47%30.32%
5Y23.94%12.17%
10Y23.94%12.17%

STLCMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

STLCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Factors US Blend Style ETF Sharpe ratio is 4.56. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


STLC (iShares Factors US Blend Style ETF)
Benchmark (^GSPC)

STLCDividend History

iShares Factors US Blend Style ETF granted a 0.96% dividend yield in the last twelve months, as of May 17, 2022. The annual payout for that period amounted to $0.41 per share.


PeriodTTM2020201920182017
Dividend$0.41$0.38$0.00$0.00$0.00

Dividend yield

0.96%1.71%0.00%0.00%0.00%

STLCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


STLC (iShares Factors US Blend Style ETF)
Benchmark (^GSPC)

STLCWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Factors US Blend Style ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Factors US Blend Style ETF is 86.77%, recorded on Mar 12, 2020. It took 242 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.77%May 23, 2018454Mar 12, 2020242Mar 1, 2021696
-27.42%Sep 8, 202118Oct 1, 2021
-21.39%Mar 12, 201822Apr 11, 201824May 15, 201846
-15.18%May 12, 202112May 28, 202140Jul 26, 202152
-10.85%Aug 16, 20214Aug 19, 20213Aug 24, 20217
-10.55%Mar 15, 20217Mar 23, 20216Mar 31, 202113
-8.29%Mar 4, 20211Mar 4, 20215Mar 11, 20216
-8.14%Jan 29, 20187Feb 6, 201821Mar 8, 201828
-8.07%Nov 9, 20175Nov 15, 201716Dec 7, 201721
-6.19%Dec 19, 20175Dec 27, 20173Jan 2, 20188

STLCVolatility Chart

Current iShares Factors US Blend Style ETF volatility is 33.75%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


STLC (iShares Factors US Blend Style ETF)
Benchmark (^GSPC)

Portfolios with iShares Factors US Blend Style ETF


Loading data...

More Tools for iShares Factors US Blend Style ETF