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DUDE: Merlyn.AI SectorSurfer Momentum ETF (ETF)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/2020 |
Last Dividend Date: | 06/28/2023 |
12-Mo. Yield | 7.72% |
Expenses | 1.09% |
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Performance Analytics (As of 12/13/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/30/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -5.2 | -5.5 | -3.1 | -23.5 | 14.2 | 0.0 |
Sharpe Ratio | NA | -0.62 | -0.41 | -0.49 | -1.48 | 0.69 | NA |
Draw Down(%) | NA | 11.3 | 32.0 | 11.3 | 25.8 | 14.9 | 0.0 |
Standard Deviation(%) | NA | 15.2 | 17.8 | 15.4 | 16.8 | 20.6 | 0.0 |
Treynor Ratio | NA | -0.17 | -0.17 | -0.14 | -0.93 | 0.18 | 0.0 |
Alpha | NA | -0.09 | -0.02 | -0.1 | -0.06 | 0.02 | NA |
Beta | NA | 0.54 | 0.43 | 0.56 | 0.27 | 0.8 | NA |
RSquared | NA | 0.49 | 0.43 | 0.49 | 0.35 | 0.7 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2020
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