NYSEArca - Delayed Quote USD

iShares MSCI USA Equal Weighted ETF (EUSA)

86.89 -0.26 (-0.30%)
At close: April 25 at 3:59 PM EDT

ETF Summary

The fund generally 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 index is an equally-weighted securities index that measures the performance of the large- and mid-capitalization segments of U.S. equity securities and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

Risk Overview

Performance & Risk

YTD Return 3.56%
5y Average Return 9.75%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
EUSACategory AverageEUSACategory AverageEUSACategory Average
Alpha -4.34 -1.1 -3.91 -0.96 -2.95 -1.2
BETA 1.02 0.95 1.09 0.98 1.08 0.99
Mean Annual Return 0.69 0.91 1.09 1.21 0.95 1.01
R-squared 92.49 93.93 93.12 95.16 93.56 95.05
Standard Deviation 18.72 17.33 20.66 18.46 16.86 15.4
Sharpe Ratio 0.29 0.46 0.53 0.67 0.59 0.69
Treynor Ratio 3.78 7.21 8.57 11.73 8.28 10.12

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