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ADRE: BLDRS Emerging Markets 50 ADR ETF (ETF)
Basic Info 38.15 0(0.0%) March 22
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (99%) |
Start Date: | 11/14/2002 |
Last Dividend Date: | 12/19/2022 |
12-Mo. Yield | 0.99% |
Expenses | 0.30% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.2 | 2.0 | -8.0 | 10.8 | -1.1 | 2.3 | 1.0 | 8.2 | -13.9 | -17.6 | 28.6 | 22.5 | -16.4 | 33.7 | 10.9 | -18.2 | -4.4 | -7.7 | 5.6 | -20.9 | 9.1 | 61.6 | -50.4 | 41.4 | 35.0 | 37.8 | 12.4 | 46.4 | 1.8 |
SR | NA | 0.16 | -0.32 | 0.25 | -0.09 | 0.07 | NA | 0.25 | -0.48 | -0.71 | 0.84 | -0.04 | -1.76 | 1.09 | -1.06 | -1.75 | -1.3 | -1.55 | -0.7 | -1.41 | -0.39 | 1.14 | -1.09 | 0.59 | 0.51 | 0.95 | -0.33 | 0.57 | -0.98 |
DD(%) | NA | 14.1 | 28.1 | 48.6 | 48.6 | 48.6 | NA | 64.3 | 32.8 | 33.5 | 34.3 | 13.9 | 28.4 | 5.6 | 13.3 | 30.3 | 23.2 | 21.5 | 19.8 | 29.4 | 17.8 | 23.8 | 63.7 | 19.5 | 26.8 | 12.0 | 19.1 | 17.3 | 7.3 |
SD(%) | NA | 22.6 | 28.8 | 28.1 | 26.6 | 22.9 | NA | 29.3 | 31.8 | 25.0 | 33.7 | 17.7 | 21.5 | 13.4 | 21.7 | 20.9 | 17.6 | 16.9 | 18.5 | 28.0 | 24.4 | 37.6 | 64.1 | 33.2 | 25.2 | 17.5 | 21.7 | 47.4 | 26.9 |
TR | NA | 0.02 | -0.06 | 0.05 | -0.02 | 0.01 | NA | 0.06 | -0.11 | -0.14 | 0.24 | -0.01 | -0.33 | 0.12 | -0.21 | -0.35 | -0.19 | -0.25 | -0.12 | -0.38 | -0.09 | 0.39 | -0.57 | 0.15 | 0.11 | 0.15 | -0.08 | 0.3 | -0.36 |
Alpha(%) | NA | 0.07 | 0.02 | -0.02 | 0.0 | 0.0 | NA | 0.0 | 0.03 | -0.08 | 0.04 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.05 | 0.0 | -0.03 | -0.05 | 0.12 | 0.0 | 0.02 | 0.01 | -0.04 | 0.02 | 0.0 |
Beta(%) | NA | 1.51 | 1.47 | 1.32 | 1.26 | 1.2 | NA | 1.17 | 1.46 | 1.31 | 1.16 | 1.24 | 1.17 | 1.17 | 1.12 | 1.04 | 1.22 | 1.05 | 1.06 | 1.04 | 1.1 | 1.11 | 1.23 | 1.31 | 1.21 | 1.14 | 0.93 | 0.9 | 0.74 |
RS | NA | 0.82 | 0.84 | 0.82 | 0.83 | 0.81 | NA | 0.75 | 0.85 | 0.74 | 0.9 | 0.77 | 0.81 | 0.59 | 0.8 | 0.81 | 0.81 | 0.79 | 0.88 | 0.92 | 0.92 | 0.93 | 0.92 | 0.9 | 0.81 | 0.71 | 0.51 | 0.08 | 0.11 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2002
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Best ETFs
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- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.08% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 1.12% (98%)
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Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 1.25% (100%)
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