PortfoliosLab logo

iShares Factors US Growth Style ETF (STLG)

ETF · Currency in USD
ISIN
US46436E4035
CUSIP
46436E403
Issuer
Blackrock Financial Management
Inception Date
Jan 14, 2020
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.25%
Index Tracked
Russell US Large Cap Factors Growth Style Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

STLGPrice Chart


Chart placeholderClick Calculate to get results

STLGPerformance

The chart shows the growth of $10,000 invested in iShares Factors US Growth Style ETF on Jan 15, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,226 for a total return of roughly 52.26%. All prices are adjusted for splits and dividends.


STLG (iShares Factors US Growth Style ETF)
Benchmark (S&P 500)

STLGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-5.69%-2.17%
1M-2.82%0.62%
6M4.79%6.95%
1Y18.95%22.39%
5Y23.29%19.09%
10Y23.29%19.09%

STLGMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

STLGSharpe 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 Growth Style ETF Sharpe ratio is 1.23. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


STLG (iShares Factors US Growth Style ETF)
Benchmark (S&P 500)

STLGDividends

iShares Factors US Growth Style ETF granted a 0.71% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.27 per share.


PeriodTTM20212020
Dividend$0.27$0.27$0.24

Dividend yield

0.71%0.67%0.75%

STLGDrawdowns Chart

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


STLG (iShares Factors US Growth Style ETF)
Benchmark (S&P 500)

STLGWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Factors US Growth 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 Growth Style ETF is 31.34%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.34%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-9.87%Sep 3, 202041Oct 30, 202021Dec 1, 202062
-9.27%Feb 16, 202115Mar 8, 202123Apr 9, 202138
-8.34%Sep 7, 202120Oct 4, 202118Oct 28, 202138
-6.66%Dec 28, 202113Jan 13, 2022
-6.13%Apr 27, 202112May 12, 202120Jun 10, 202132
-5.55%Jun 11, 20201Jun 11, 20208Jun 23, 20209
-5.41%Nov 22, 202120Dec 20, 20214Dec 27, 202124
-3.96%Jan 27, 20213Jan 29, 20216Feb 8, 20219
-3.55%Jan 16, 202011Jan 31, 20204Feb 6, 202015

STLGVolatility Chart

Current iShares Factors US Growth Style ETF volatility is 20.39%. 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.


STLG (iShares Factors US Growth Style ETF)
Benchmark (S&P 500)

Portfolios with iShares Factors US Growth Style ETF


Loading data...

More Tools for iShares Factors US Growth Style ETF