Find A Portfolio/Ticker
Comparison Box
CSM: ProShares Large Cap Core Plus (ETF)
Basic Info 101.22 0.5(0.49%) July 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 07/14/2009 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 20.5 | 38.5 | 15.0 | 15.2 | 15.1 | 16.3 | 11.0 | 28.9 | -7.9 | 22.5 | 13.7 | -50.1 | 18.2 | 37.2 | 17.4 | 1.6 | 14.6 | 25.9 |
| SR | NA | 2.82 | 2.54 | 0.6 | 0.74 | 0.82 | 0.91 | 0.3 | 2.2 | -0.53 | 3.15 | 0.99 | -0.7 | 1.63 | 3.34 | 1.32 | 0.07 | 0.81 | 3.89 |
| DD(%) | NA | 5.3 | 9.8 | 36.1 | 36.1 | 36.1 | 36.1 | 36.1 | 6.9 | 21.1 | 2.3 | 10.5 | 56.4 | 7.0 | 5.6 | 10.0 | 19.6 | 15.3 | 5.3 |
| SD(%) | NA | 13.6 | 15.1 | 23.7 | 19.6 | 17.8 | 17.6 | 35.5 | 12.5 | 17.4 | 7.0 | 13.6 | 71.1 | 11.2 | 11.1 | 13.2 | 23.1 | 18.0 | 16.1 |
| TR | NA | 0.4 | 0.4 | 0.14 | 0.14 | 0.15 | 0.16 | 0.11 | 0.28 | -0.09 | 0.22 | 0.13 | -0.48 | 0.19 | 0.38 | 0.18 | 0.02 | 0.15 | 0.65 |
| Alpha(%) | NA | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.2 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 0.96 | 0.96 | 1.01 | 1.01 | 0.99 | 0.99 | 1.02 | 0.98 | 1.0 | 0.99 | 1.01 | 1.05 | 0.96 | 0.97 | 0.97 | 0.95 | 0.96 | 0.97 |
| RS | NA | 0.92 | 0.94 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 | 0.96 | 0.97 | 0.9 | 0.96 | 0.1 | 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
- ACFSX (American Century Legacy Foc Lg Cap Instl) 0.91% (100%)
- SICWX (Sentinel Common Stock I) 0.87% (99%)
- SVSPX (SSgA S&P 500 Index Instl) 0.53% (99%)
- JSVAX (Janus Contrarian T) 1.06% (99%)
- PIORX (Pioneer R) 0.67% (99%)
- DGAGX (Dreyfus Appreciation) 0.47% (98%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.22% (98%)
- DSFRX (Domini Social Equity R) 0.46% (98%)
- QGIAX (Pear Tree Quality Institutional) 0.23% (98%)
- JUEMX (JPMorgan US Equity R6) 0.62% (98%)
Best ETFs
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.45% (100%)
- IWL (iShares Russell Top 200) 0.62% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.80% (97%)
- MGC (Vanguard Mega Cap ETF) 0.64% (96%)
- SCHX (Schwab US Large-Cap ETF) 0.61% (95%)
- VV (Vanguard Large-Cap ETF) 0.55% (94%)
- VTHR (Vanguard Russell 3000 ETF) 0.60% (94%)
- DSI (iShares MSCI KLD 400 Social) 0.28% (93%)
- VONE (Vanguard Russell 1000 ETF) 0.59% (92%)
- SPY (SPDR S&P 500 ETF) 0.49% (89%)
Best Closed End Funds
- USA (Liberty All-Star Equity) 1.74% (100%)
- FFA (First Trust Enhanced Equity Income) 0.15% (91%)
- GGT (Gabelli Global Multimedia) 0.21% (73%)
- ADX (Adams Express) 0.64% (68%)
- CLM (Cornerstone Strategic Value) 0.0% (63%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.28% (63%)
- CRF (Cornerstone Total Return Fund) 0.17% (54%)
- GRF (Eagle Capital Growth) 0.67% (52%)
- GAB (Gabelli Equity) 0.60% (45%)
- GPM (Guggenheim Enhanced Equity Income Fund) 0.34% (27%)
Latest Articles Related to CSM
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments