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DJCI: UBS ETRACS Bloomberg Cmdty Tot Ret ETN (ETF)
Basic Info
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 10/29/2009 |
| Last Dividend Date: | 06/07/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.50% |
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Performance Analytics (As of 01/15/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -8.1 | -5.3 | 0.9 | -7.7 | -5.4 | 0.0 | -8.8 | 7.2 | -11.8 | 1.0 | 11.7 | -26.1 | -17.4 | -10.4 | -1.6 | -13.6 | 14.9 | 4.0 |
| SR | NA | -0.41 | -0.42 | 0.01 | -0.55 | -0.37 | 0.0 | -0.45 | 0.55 | -1.02 | 0.03 | 0.76 | -1.69 | -1.39 | -0.8 | -0.11 | -0.71 | 0.72 | 1.35 |
| DD(%) | NA | 27.7 | 35.5 | 35.5 | 67.3 | 67.3 | 0.0 | 29.0 | 9.5 | 16.1 | 11.7 | 9.2 | 28.7 | 25.3 | 15.3 | 15.4 | 22.9 | 16.7 | 4.3 |
| SD(%) | NA | 20.2 | 15.0 | 14.1 | 14.6 | 15.3 | NA | 20.2 | 10.5 | 12.8 | 10.0 | 14.9 | 15.5 | 12.5 | 13.1 | 14.7 | 19.1 | 20.5 | 19.0 |
| TR | NA | -0.11 | -0.09 | 0.0 | -0.11 | -0.08 | NA | -0.12 | 0.09 | -0.26 | 0.01 | 0.15 | -0.35 | -0.25 | -0.14 | -0.02 | -0.18 | 0.21 | 0.43 |
| Alpha(%) | NA | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.01 | -0.02 | 0.02 | -0.02 | -0.01 | -0.05 | 0.03 | 0.07 |
| Beta(%) | NA | 0.74 | 0.66 | 0.68 | 0.71 | 0.71 | 0.0 | 0.76 | 0.64 | 0.5 | 0.66 | 0.76 | 0.75 | 0.7 | 0.75 | 0.69 | 0.77 | 0.71 | 0.59 |
| RS | NA | 0.65 | 0.57 | 0.63 | 0.6 | 0.58 | 0.0 | 0.67 | 0.68 | 0.32 | 0.67 | 0.84 | 0.74 | 0.41 | 0.37 | 0.48 | 0.7 | 0.46 | 0.35 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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