Analysis for iShares S&P 500 Growth ETF
Analysis summary
iShares S&P 500 Growth ETF (IVW) currently has a total score of 63 points, placing it in the strong range. The score is made up of Performance (72), Stability (64) and Trend (38). The profile is clearly uneven: Performance stands out while Trend lags.
Performance scores 72 points (strong). Key strength: 3Y return at 91.4 %. Main drag: 1Y return at 11.9 %.
Stability scores 64 points (strong). Best-ranked metric: max drawdown (10Y) at -33.1 %. Main drag: Sharpe ratio (90d) at -0.15. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 38 points (weak). Trend signals are mostly negative right now. Key strength: 12M momentum at 16.3 %. Main drag: Price is about 3.3 % below SMA50.
Overall, the profile has a clear strength in Performance, while Trend is the main limiter. On a metric level, max drawdown (10Y) stands out, while SMA50 distance is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Stability
FAQ
- What investor type does iShares S&P 500 Growth ETF fit best in FoxScore?
- iShares S&P 500 Growth ETF fits a more opportunity-seeking investor type in FoxScore: performance is the strongest sub-score. That suggests above-average historical returns — but check stability to ensure the performance wasn’t “paid for” with high volatility or deep drawdowns.
- How meaningful is the available history for iShares S&P 500 Growth ETF?
- iShares S&P 500 Growth ETF currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.