iShares Total U.S. Stock Market Index Fund Institutional Shares
Ticker
BITSX
ISIN
IE00B5BMR08
Price
USD 31.42
Change Today
+0.26 / 0.834 %
Price 1 year ago
31.67 / -0.789 %
Morningstar
3
52 Week Low
30.93
52 Week High
31.79
200 Day Moving Average 31.46
31.46
50-day Moving Average
31.46
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -1.163% |
| Average Annual Volatility | 3.822% |
| Sharpe Ratio | -0.30 |
| Sortino Ratio | -0.43 |
| Maximum Drawdown | -3.0% |
| Maximum Drawdown Date | 2026-02-05 |
| Calmar Ratio | 3.42 |
Company information
Summary
The fund seeks to track the investment results of the Russell 3000® Index, which measures the performance of the broad U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index of the largest public issuers domiciled in the United States and its territories. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.
Market
US
Category
Large Blend
Expense Ratio
0.08%
Fund family
-
Morningstar
3
Yield
0.0105
Exchange
NAS
| Sector | Weight |
|---|---|
| Technology | 24.97% |
| Healthcare | 13.76% |
| Financial services | 13.72% |
| Consumer cyclical | 11.73% |
| Communication services | 10.53% |
| Industrials | 9.11% |
| Consumer defensive | 5.70% |
| Realestate | 3.63% |
| Energy | 2.41% |
| Utilities | 2.38% |
| Basic materials | 2.07% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 5.1% |
| MSFT | Microsoft Corp | 4.87% |
| AMZN | Amazon.com Inc | 3.23% |
| FB | Facebook Inc Class A | 1.94% |
| GOOGL | Alphabet Inc Class A | 1.85% |
| GOOG | Alphabet Inc Class C | 1.77% |
| TSLA | Tesla Inc | 1.22% |
| NVDA | NVIDIA Corp | 1.15% |
| BRK.B | Berkshire Hathaway Inc Class B | 1.14% |
| JPM | JPMorgan Chase & Co | 1.03% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| DJP | iPath Bloomberg Commodity Index Total Return(SM) ETN | US06738C778 | PCX | 0.70% | 5 | ||
| DTD | WisdomTree U.S. Total Dividend Fund | US97717W109 | PCX | 0.28% | 4 | +7.35 | |
| FBND | Fidelity Total Bond ETF | US316188309 | PCX | 0.36% | 4 | +0.66 | |
| GTO | Invesco Total Return Bond ETF | US46090A804 | PCX | 0.50% | 4 | +0.64 | |
| IDJG.AS | iShares Euro Total Market Growth Large UCITS ETF | IE00B0M62V02 | AMS | 0.40% | 5 | +1.80 | |
| WBIN | WBI BullBear Trend Switch US Total Return ETF | PCX | 0.77% | 4 | +5.32 | -- |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.