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BAL: iPath® Series B Bloomberg Cotton Subindex Total Return ETN (ETF)
Basic Info
Asset Class: | Commodities Agriculture |
MyPlanIQ Rating: | (87%) |
Start Date: | 02/05/2018 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.45% |
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Performance Analytics (As of 07/21/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.5 | 17.8 | 2.5 | -1.2 | 5.1 | 3.0 | -7.4 | 42.2 | 9.5 | -6.9 | -5.1 | 12.4 | 10.5 | 2.1 | -22.6 | 8.2 | -13.0 | -22.7 | 96.2 | 28.6 | -41.6 |
Sharpe Ratio | NA | -0.22 | 0.5 | 0.04 | -0.02 | 0.13 | 0.04 | -0.2 | 1.54 | 0.37 | -1.44 | -1.34 | 0.55 | 0.46 | 0.11 | -1.12 | 0.41 | -0.48 | -0.52 | 2.66 | 0.89 | -1.37 |
Draw Down(%) | NA | 38.8 | 45.6 | 47.4 | 73.7 | 49.4 | 12.3 | 45.6 | 17.4 | 31.5 | 26.1 | 23.4 | 20.0 | 15.5 | 13.5 | 31.8 | 19.3 | 32.5 | 52.4 | 24.2 | 23.1 | 54.1 |
Standard Deviation(%) | NA | 35.9 | 32.7 | 29.3 | 85.2 | 28.9 | 26.4 | 43.9 | 27.4 | 24.8 | 20.9 | 22.1 | 21.3 | 22.1 | 19.2 | 20.2 | 20.1 | 27.3 | 43.5 | 36.1 | 32.1 | 47.6 |
Treynor Ratio | NA | -0.13 | 0.32 | 0.03 | -0.04 | 0.08 | 0.02 | -0.16 | 0.83 | 0.26 | -0.86 | -0.76 | 0.56 | 0.49 | 0.08 | -0.5 | 0.22 | -0.24 | -0.33 | 1.59 | 0.63 | -1.36 |
Alpha | NA | 0.01 | 0.04 | 0.01 | 0.15 | 0.02 | 0.03 | -0.04 | 0.08 | 0.06 | -0.09 | -0.04 | 0.05 | 0.03 | 0.05 | -0.04 | 0.05 | -0.05 | -0.06 | 0.26 | 0.09 | -0.1 |
Beta | NA | 0.63 | 0.52 | 0.47 | 0.39 | 0.46 | 0.54 | 0.55 | 0.5 | 0.35 | 0.35 | 0.39 | 0.21 | 0.21 | 0.26 | 0.45 | 0.37 | 0.54 | 0.69 | 0.61 | 0.45 | 0.48 |
RSquared | NA | 0.11 | 0.11 | 0.1 | 0.0 | 0.1 | 0.12 | 0.11 | 0.13 | 0.09 | 0.05 | 0.07 | 0.02 | 0.03 | 0.06 | 0.07 | 0.04 | 0.09 | 0.11 | 0.11 | 0.15 | 0.17 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2018
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