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AADR: AdvisorShares Dorsey Wright ADR ETF (ETF)
Basic Info 70.29 0.97(1.40%) December 11
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 07/21/2010 |
| Last Dividend Date: | 09/23/2024 |
| 12-Mo. Yield | 2.03% |
| Expenses | 1.00% |
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Performance Analytics (As of 12/09/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/21/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | 26.9 | 31.5 | 5.5 | 7.8 | 7.4 | 8.5 | 18.7 | -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 |
| Sharpe Ratio | NA | 1.18 | 1.51 | 0.11 | 0.21 | 0.27 | 0.36 | 0.82 | -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 |
| Draw Down(%) | NA | 12.7 | 12.7 | 30.7 | 40.2 | 45.0 | 45.0 | 11.0 | 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 |
| Standard Deviation(%) | NA | 17.5 | 17.4 | 20.5 | 24.5 | 21.3 | 20.4 | 17.8 | 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 |
| Treynor Ratio | NA | 0.25 | 0.32 | 0.04 | 0.07 | 0.07 | 0.1 | 0.19 | -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 | 0.04 | 0.05 | 0.03 | 0.0 | 0.0 | 0.01 | 0.02 | -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 | 0.81 | 0.82 | 0.64 | 0.79 | 0.79 | 0.73 | 0.76 | 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 |
| RSquared | NA | 0.56 | 0.57 | 0.55 | 0.63 | 0.58 | 0.52 | 0.56 | 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 |
| Yield(%) | N/A | 1.7 | 2.0 | 1.8 | 1.4 | 1.4 | N/A | 0.9 | 2.7 | 1.0 | 0.1 | 0.8 | 0.5 | 1.0 | 0.6 | 0.8 | 0.5 | 0.4 | 0.4 | 0.7 | 0.3 |
| Dividend Growth(%) | N/A | 119.6 | 36.0 | 353.6 | 133.4 | N/A | N/A | -76.0 | 194.9 | 780.6 | -78.7 | 5.1 | -31.0 | 86.6 | -25.4 | 69.9 | 43.0 | 24.3 | -51.9 | 210.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Growth Asset Class Trend Rankings |
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