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AADR: AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (ETF)
Basic Info 54.05 0.35(0.65%) December 08
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 07/21/2010 |
| Last Dividend Date: | 09/25/2023 |
| 12-Mo. Yield | 1.48% |
| Expenses | 1.00% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 13.8 | 13.4 | -1.1 | 5.8 | 5.0 | 6.9 | -22.9 | 6.5 | 13.1 | 35.4 | -31.5 | 47.8 | 4.9 | 3.7 | 0.4 | 22.4 | 9.7 | -5.1 | 21.1 |
| SR | NA | 0.58 | 0.52 | -0.13 | 0.18 | 0.19 | 0.3 | -0.97 | 0.3 | 0.36 | 2.52 | -1.53 | 3.08 | 0.24 | 0.23 | 0.03 | 1.38 | 0.63 | -0.2 | 3.46 |
| DD(%) | NA | 11.0 | 11.0 | 34.8 | 40.2 | 45.0 | 45.0 | 30.7 | 11.2 | 40.2 | 10.2 | 39.0 | 7.6 | 10.8 | 13.4 | 13.6 | 9.8 | 13.2 | 23.2 | 4.6 |
| SD(%) | NA | 17.9 | 17.6 | 21.7 | 24.1 | 21.2 | 20.6 | 25.1 | 21.6 | 35.9 | 13.5 | 21.5 | 15.4 | 19.9 | 16.1 | 14.2 | 16.2 | 15.6 | 25.5 | 15.2 |
| TR | NA | 0.14 | 0.13 | -0.04 | 0.06 | 0.05 | 0.08 | -0.43 | 0.07 | 0.12 | 0.46 | -0.32 | 0.4 | 0.07 | 0.07 | 0.01 | 0.42 | 0.18 | -0.09 | 0.84 |
| Alpha | NA | 0.02 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.03 | -0.14 | 0.04 | -0.09 | -0.01 | 0.02 | 0.02 | 0.02 | 0.04 | 0.0 | 0.02 | 0.06 |
| Beta | NA | 0.75 | 0.71 | 0.67 | 0.79 | 0.78 | 0.73 | 0.56 | 0.88 | 1.03 | 0.75 | 1.02 | 1.19 | 0.65 | 0.53 | 0.67 | 0.53 | 0.54 | 0.58 | 0.63 |
| RS | NA | 0.55 | 0.53 | 0.56 | 0.64 | 0.57 | 0.52 | 0.56 | 0.65 | 0.8 | 0.64 | 0.78 | 0.5 | 0.33 | 0.29 | 0.35 | 0.19 | 0.36 | 0.42 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2010
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See Foreign Large Growth Asset Class Trend Rankings |
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