Find A Portfolio/Ticker
Comparison Box
CSM: ProShares Large Cap Core Plus (ETF)
Basic Info 52.81 0.25(0.48%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 07/14/2009 |
| Last Dividend Date: | 09/20/2023 |
| 12-Mo. Yield | 1.22% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | 18.6 | 14.4 | -13.1 | -2.7 | 3.7 | 8.6 | -59.1 | 33.1 | 11.0 | 28.9 | -7.9 | 22.5 | 13.7 | -0.1 | 18.2 | 37.2 | 17.4 | 1.6 | 14.6 | 25.9 |
| SR | NA | 1.13 | 0.71 | -0.34 | -0.11 | 0.1 | 0.31 | -0.81 | 2.52 | 0.3 | 2.2 | -0.53 | 3.15 | 0.99 | -0.01 | 1.63 | 3.34 | 1.32 | 0.07 | 0.81 | 3.89 |
| DD(%) | NA | 11.2 | 11.2 | 61.9 | 61.9 | 61.9 | 61.9 | 61.9 | 5.3 | 36.1 | 6.9 | 21.1 | 2.3 | 10.5 | 13.0 | 7.0 | 5.6 | 10.0 | 19.6 | 15.3 | 5.3 |
| SD(%) | NA | 13.9 | 14.4 | 44.4 | 38.4 | 28.7 | 25.7 | 74.5 | 13.1 | 35.5 | 12.5 | 17.4 | 7.0 | 13.6 | 16.3 | 11.2 | 11.1 | 13.2 | 23.1 | 18.0 | 16.1 |
| TR | NA | 0.16 | 0.1 | -0.14 | -0.04 | 0.03 | 0.08 | -0.56 | 0.35 | 0.11 | 0.28 | -0.09 | 0.22 | 0.13 | 0.0 | 0.19 | 0.38 | 0.18 | 0.02 | 0.15 | 0.65 |
| Alpha | NA | -0.01 | -0.01 | -0.06 | -0.05 | -0.02 | -0.01 | -0.18 | 0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.99 | 1.0 | 1.04 | 1.03 | 1.02 | 1.0 | 1.08 | 0.94 | 1.02 | 0.98 | 1.0 | 0.99 | 1.01 | 1.04 | 0.96 | 0.97 | 0.97 | 0.95 | 0.96 | 0.97 |
| RS | NA | 0.92 | 0.93 | 0.3 | 0.5 | 0.57 | 0.64 | 0.23 | 0.92 | 0.98 | 0.96 | 0.97 | 0.9 | 0.96 | 0.97 | 0.97 | 0.94 | 0.9 | 0.95 | 0.94 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 1.02% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.66% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.32% (100%)
- YACKX (Yacktman Svc) 0.65% (99%)
- FMIHX (FMI Large Cap) 0.45% (99%)
- FDGFX (Fidelity Dividend Growth) 0.57% (99%)
- THPGX (Thompson LargeCap) 0.94% (99%)
- WVALX (Weitz Value) 0.19% (99%)
- OAKMX (Oakmark I) 0.71% (99%)
- SWANX (Schwab Core Equity Inv) 0.35% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.43% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.57% (100%)
- IWB (iShares Russell 1000) 0.45% (97%)
- IYY (iShares Dow Jones US) 0.47% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.48% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.31% (96%)
- DSI (iShares MSCI KLD 400 Social) 0.29% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.41% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.49% (93%)
- IVV (iShares Core S&P 500) 0.43% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.35% (95%)
- CLM (Cornerstone Strategic Value) 0.13% (95%)
- CRF (Cornerstone Total Return Fund) 0.0% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.31% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.43% (95%)
- FFA (First Trust Enhanced Equity Income) 0.17% (95%)
- GAB (Gabelli Equity) 0.97% (94%)
- GGT (Gabelli Global Multimedia) 6.43% (94%)
- USA (Liberty All-Star Equity) 0.16% (94%)
- GRF (Eagle Capital Growth) 0.0% (94%)
Latest Articles Related to CSM
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
