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BSCE: Invesco BulletShares (R) 2023 USD Emerging Markets Debt ETF (ETF)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/08/2010 |
Last Dividend Date: | 10/01/2014 |
12-Mo. Yield | 0.36% |
Expenses | 0.24% |
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Performance Analytics (As of 12/30/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 06/08/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.3 | 1.4 | 2.4 | -0.2 | 1.0 | 3.5 | 3.3 | 3.3 |
Sharpe Ratio | NA | -0.24 | 0.94 | 0.98 | -0.14 | 0.82 | 1.79 | 1.03 | 1.45 |
Draw Down(%) | NA | 0.7 | 0.8 | 3.0 | 0.7 | 0.6 | 0.7 | 2.4 | 3.0 |
Standard Deviation(%) | NA | 1.2 | 1.5 | 2.4 | 1.2 | 1.1 | 1.9 | 3.2 | 4.0 |
Treynor Ratio | NA | -0.12 | 0.25 | 0.06 | -0.06 | 0.12 | 0.76 | 0.04 | 0.1 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.02 | 0.06 | 0.38 | 0.03 | 0.08 | 0.05 | 0.89 | 0.6 |
RSquared | NA | 0.0 | 0.0 | 0.06 | 0.0 | 0.01 | 0.0 | 0.19 | 0.09 |
Yield(%) | N/A | 0.4 | 1.0 | N/A | 0.4 | 1.1 | 1.7 | 2.1 | 1.1 |
Dividend Growth(%) | N/A | -66.5 | N/A | N/A | -65.2 | -34.3 | -18.6 | 95.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2010
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