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CSM: ProShares Large Cap Core Plus (ETF)
Basic Info 44.64 1.41(3.26%) October 04
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 07/14/2009 |
| Last Dividend Date: | 09/21/2022 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.45% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.0 | -59.2 | -54.5 | -12.2 | -5.3 | 4.9 | 8.1 | 33.7 | 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 | -0.86 | -0.78 | -0.31 | -0.18 | 0.14 | 0.28 | 2.56 | 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 | 61.6 | 61.6 | 61.6 | 61.6 | 61.6 | 61.6 | 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 | 84.7 | 73.6 | 47.7 | 38.2 | 28.4 | 26.4 | 13.2 | 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 | -0.66 | -0.53 | -0.14 | -0.07 | 0.04 | 0.07 | 0.36 | 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 | -0.24 | -0.18 | -0.07 | -0.05 | -0.02 | -0.01 | 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 | 1.1 | 1.08 | 1.03 | 1.03 | 1.02 | 1.0 | 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 | 0.18 | 0.2 | 0.45 | 0.49 | 0.56 | 0.62 | 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
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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- IYY (iShares Dow Jones US) 3.17% (97%)
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- EPS (WisdomTree Earnings 500 ETF) 3.07% (94%)
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Best Closed End Funds
- ADX (Adams Express) 3.01% (95%)
- CLM (Cornerstone Strategic Value) 4.66% (95%)
- CRF (Cornerstone Total Return Fund) 5.23% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 6.57% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 3.13% (95%)
- FFA (First Trust Enhanced Equity Income) 1.99% (95%)
- GAB (Gabelli Equity) 3.96% (94%)
- GGT (Gabelli Global Multimedia) 5.92% (94%)
- USA (Liberty All-Star Equity) 5.28% (94%)
- GRF (Eagle Capital Growth) 0.55% (94%)
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