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PERM: Global X Permanent ETF (ETF)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/09/2012 |
Last Dividend Date: | 12/28/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.48% |
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Performance Analytics (As of 07/30/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/09/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.2 | 1.9 | 1.4 | 5.1 | 6.5 | -5.2 | 7.2 | -7.8 | 3.2 |
Sharpe Ratio | NA | 0.27 | 0.25 | 0.08 | 0.13 | 0.48 | 0.5 | -0.61 | 1.21 | -0.8 | 0.52 |
Draw Down(%) | NA | 5.6 | 9.2 | 11.3 | 11.6 | 3.8 | 9.2 | 9.1 | 3.5 | 11.2 | 5.0 |
Standard Deviation(%) | NA | 12.5 | 10.9 | 10.0 | 9.6 | 12.4 | 12.6 | 8.6 | 5.9 | 9.8 | 7.0 |
Treynor Ratio | NA | 0.11 | 0.26 | 0.04 | 0.06 | 0.74 | 0.92 | -0.33 | 0.88 | -0.14 | 0.13 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | 0.03 | -0.02 | 0.03 | -0.06 | 0.01 |
Beta | NA | 0.29 | 0.1 | 0.2 | 0.22 | 0.08 | 0.07 | 0.16 | 0.08 | 0.56 | 0.28 |
RSquared | NA | 0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.19 | 0.11 |
Yield(%) | N/A | 1.2 | 1.1 | 1.1 | N/A | 0.0 | 1.3 | 1.1 | 1.0 | 1.7 | 0.8 |
Dividend Growth(%) | N/A | 19.2 | N/A | N/A | N/A | -100.0 | 19.2 | 8.3 | -45.5 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2012
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