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iShares Exponential Technologies ETF (XT)

ETF · Currency in USD
ISIN
US46434V3814
CUSIP
46434V381
Issuer
iShares
Inception Date
Mar 19, 2015
Region
Developed Markets (Broad)
Category
Large Cap Growth Equities
Expense Ratio
0.47%
Index Tracked
Morningstar Exponential Technologies Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

XTPrice Chart


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XTPerformance

The chart shows the growth of $10,000 invested in iShares Exponential Technologies ETF on Mar 25, 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,584 for a total return of roughly 165.84%. All prices are adjusted for splits and dividends.


XT (iShares Exponential Technologies ETF)
Benchmark (S&P 500)

XTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-4.86%-2.17%
1M-2.35%0.62%
6M0.13%6.95%
1Y6.62%22.39%
5Y19.17%15.44%
10Y15.44%12.52%

XTMonthly Returns Heatmap


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XTSharpe 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 Exponential Technologies ETF Sharpe ratio is 0.46. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


XT (iShares Exponential Technologies ETF)
Benchmark (S&P 500)

XTDividends

iShares Exponential Technologies ETF granted a 0.88% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.55 per share.


PeriodTTM2021202020192018201720162015
Dividend$0.55$0.55$0.44$0.66$0.48$0.34$0.37$0.33

Dividend yield

0.88%0.84%0.77%1.58%1.49%1.01%1.45%1.44%

XTDrawdowns Chart

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


XT (iShares Exponential Technologies ETF)
Benchmark (S&P 500)

XTWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Exponential Technologies 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 Exponential Technologies ETF is 32.21%, recorded on Mar 23, 2020. It took 71 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.21%Feb 20, 202023Mar 23, 202071Jul 2, 202094
-19.47%Jun 23, 2015162Feb 11, 2016122Aug 5, 2016284
-18.9%Aug 30, 201880Dec 24, 201868Apr 3, 2019148
-9.55%Jan 29, 20189Feb 8, 2018124Aug 7, 2018133
-9.31%Feb 16, 202115Mar 8, 202134Apr 26, 202149
-8.11%Apr 9, 201937May 31, 201921Jul 1, 201958
-7.3%Sep 7, 202120Oct 4, 202123Nov 4, 202143
-7.29%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-7.16%Sep 3, 20203Sep 8, 202023Oct 9, 202026
-7.03%Jul 25, 201916Aug 15, 201950Oct 25, 201966

XTVolatility Chart

Current iShares Exponential Technologies ETF volatility is 23.04%. 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.


XT (iShares Exponential Technologies ETF)
Benchmark (S&P 500)

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