Subject: Re: Trend and Ranks 25-Jul-25
FYI to confirm: Best performer was Large-Cap market index across all four time periods
Core Large Medium Small
Name ISHARES RUSSELL 3000 ETF ISHARES RUSSELL TOP 200 ETF ISHARES RUSSELL MID-CAP ETF ISHARES RUSSELL 2000 ETF
Symbol IWV IWL IWR IWM
Issue type ETF ETF ETF ETF
Market price $362.05 $157.67 $95.32 $224.38
Jul-25-2025 Jul-25-2025 Jul-25-2025 Jul-25-2025
Market total return (1 year) 15.02% 15.56% 15.01% 7.58%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (3 years) 18.90% 21.04% 14.14% 9.92%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (5 years) 15.78% 17.16% 12.94% 9.92%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Market total return (10 years) 12.77% 14.41% 9.72% 7.06%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Premium / discount (1 year avg.) 0.00% -0.01% 0.00% 0.00%
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Beta (month-end 3 years) 1.02 0.99 1.1 1.21
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Standard deviation (month-end 3 years) 16.24 15.71 18.71 22.51
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Sharpe ratio (month-end 3 years) 0.86 1 0.54 0.32
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
Alpha (month-end 3 years) -0.99 1.31 -5.73 -10.44
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
R2 (month-end 3 years) 99.29 99.09 85.3 71.48
Jun-30-2025 Jun-30-2025 Jun-30-2025 Jun-30-2025
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