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EFFE: Global X JPMorgan Efficeinte ETF (ETF)


Basic Info    

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Asset Class:World Allocation
MyPlanIQ Rating: Not Rated
Start Date:10/23/2014
Last Dividend Date:12/28/2018
12-Mo. Yield 3.92%
Expenses -
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Performance Analytics (As of 08/27/2020)

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Last 1 Week* 1 Yr 3 Yr Since
10/23/2014
2019 2018 2017 2016 2015 2014
Annualized Return(%) 0.0 0.0 2.1 3.8 4.8 -6.0 14.5 12.7 -10.3 4.4
Sharpe Ratio NA -0.54 0.39 0.35 1.5 -0.69 1.48 1.54 -1.2 3.26
Draw Down(%) NA 9.1 10.5 16.0 2.6 10.5 5.3 4.2 14.4 3.5
Standard Deviation(%) NA 6.0 9.1 8.8 5.1 10.6 9.4 8.1 8.7 8.0
Treynor Ratio NA -0.17 0.09 0.08 0.32 -0.2 0.27 0.57 -0.17 0.33
Alpha NA -0.01 0.01 0.01 0.01 -0.01 0.03 0.04 -0.04 0.07
Beta NA 0.19 0.41 0.41 0.24 0.37 0.51 0.22 0.61 0.78
RSquared NA 0.06 0.08 0.12 0.08 0.09 0.04 0.05 0.33 0.51

*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2014

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