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CU2.L: Amundi ETF MSCI USA-EUR GBP (ETF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/12/2011 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.28% |
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Performance Analytics (As of 06/30/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 05/12/2011 |
2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 10.1 | 13.4 | 8.1 | 3.8 | 31.6 | 7.0 | -12.8 |
Sharpe Ratio | NA | 0.99 | 0.92 | 0.48 | 0.79 | 2.26 | 0.63 | -0.71 |
Draw Down(%) | NA | 7.3 | 18.8 | 27.3 | 4.9 | 9.2 | 7.5 | 27.3 |
Standard Deviation(%) | NA | 10.2 | 14.6 | 16.7 | 9.9 | 14.0 | 11.1 | 27.0 |
Treynor Ratio | NA | 0.22 | 0.29 | 0.17 | 0.17 | 0.59 | 0.15 | -0.43 |
Alpha | NA | 0.0 | 0.02 | 0.0 | 0.01 | 0.06 | 0.0 | -0.06 |
Beta | NA | 0.46 | 0.46 | 0.47 | 0.46 | 0.54 | 0.45 | 0.45 |
RSquared | NA | 0.21 | 0.28 | 0.23 | 0.25 | 0.2 | 0.29 | 0.23 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | 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 05/12/2011
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