No. of Recommendations: 6
What is the best LTBH choice holding only one instrument type?
At least average market return with below average risk especially during recessions and other events.
My latest choice to date.
iShares Russell Top 200 ETF (IWL)
Performance and risk
Gross Expense Ratio: 0.15%
Month-End Average Annual Total Returns And Risks
As of 03/31/2026
Average NAV Market Benchmark Market Alpha R2 Beta Standard Sharpe
Return Return Index Benchmark Deviation Ratio
R3000TR SP500TR
1 Year 18.06% 17.90% 18.09% 17.80% (0.43) 98.53 1.06 10.96 1.21
3 Year 19.51% 19.48% 17.86% 18.32% 1.09 98.45 1.00 12.09 1.15
5 Year 12.54% 12.49% 10.87% 12.06% 0.43 99.10 1.00 15.37 0.62
10 Year 14.87% 14.85% 13.72% 14.16% 0.68 99.18 1.00 15.02 0.85
Life 13.91% 13.94% 13.34% 13.66% -- -- -- -- --
All Life of Fund returns are as of 09/22/2009. Market returns are based on the closing price on the listed exchange at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times.
GD_
