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iShares Morningstar Mid-Cap Growth ETF (IMCG)

74.99 +0.37 (+0.50%)
At close: October 18 at 4:00 PM EDT
75.05 +0.06 (+0.08%)
After hours: October 18 at 5:29 PM EDT

ETF Summary

The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s proprietary index methodology.

Risk Overview

Performance & Risk

YTD Return 17.05%
5y Average Return 13.78%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IMCGCategory AverageIMCGCategory AverageIMCGCategory Average
Alpha -8.97 -11.56 -3.12 -5.34 -1.71 -3.06
BETA 1.12 1.11 1.09 1.1 1.08 1.08
Mean Annual Return 0.41 0.19 1.22 1.05 1.09 0.97
R-squared 87.97 79.06 84.61 78.35 84.17 78.78
Standard Deviation 20.89 22.14 21.29 22.6 17.91 18.61
Sharpe Ratio 0.05 -0.06 0.57 0.45 0.63 0.54
Treynor Ratio -0.95 -3.19 9.82 7.38 9.55 8.06

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