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EAPS: Pax MSCI EAFE ESG Index ETF (ETF)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/31/2011 |
Last Dividend Date: | 12/27/2013 |
12-Mo. Yield | 2.28% |
Expenses | 0.55% |
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Performance Analytics (As of 03/21/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 01/31/2011 |
2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 12.9 | 8.8 | 7.0 | -4.0 | 24.7 | 19.6 | -13.5 |
Sharpe Ratio | NA | 0.75 | 0.34 | 0.27 | -0.95 | 1.53 | 0.88 | -0.39 |
Draw Down(%) | NA | 8.4 | 26.5 | 26.5 | 7.4 | 8.4 | 17.0 | 26.5 |
Standard Deviation(%) | NA | 17.3 | 25.7 | 25.9 | 18.1 | 16.1 | 22.4 | 37.7 |
Treynor Ratio | NA | 0.12 | 0.1 | 0.08 | -0.15 | 0.26 | 0.22 | -0.18 |
Alpha | NA | -0.01 | -0.01 | 0.0 | -0.03 | 0.02 | 0.02 | 0.01 |
Beta | NA | 1.03 | 0.87 | 0.86 | 1.16 | 0.96 | 0.88 | 0.83 |
RSquared | NA | 0.61 | 0.44 | 0.42 | 0.76 | 0.57 | 0.43 | 0.37 |
Yield(%) | N/A | 2.2 | 2.4 | N/A | 0.0 | 2.3 | 2.9 | 2.2 |
Dividend Growth(%) | N/A | -8.1 | N/A | N/A | -100.0 | -8.1 | 10.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2011
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