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ETRAX: ALPS/Sterling ETF Tactical Rotation A (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/01/2014 |
Last Dividend Date: | 06/21/2017 |
12-Mo. Yield | 3.21% |
Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/01/2014 |
2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.4 | 5.5 | -1.1 | -7.1 | 2.0 |
Sharpe Ratio | NA | 0.61 | -0.05 | 1.55 | -0.12 | -0.61 | 0.42 |
Draw Down(%) | NA | 8.6 | 18.4 | 3.3 | 8.6 | 13.6 | 6.2 |
Standard Deviation(%) | NA | 9.0 | 10.4 | 7.4 | 10.6 | 11.7 | 9.3 |
Treynor Ratio | NA | 0.05 | -0.01 | 0.09 | -0.02 | -0.07 | 0.04 |
Alpha | NA | -0.03 | -0.01 | -0.03 | -0.01 | -0.02 | 0.03 |
Beta | NA | 1.03 | 0.93 | 1.27 | 0.74 | 1.05 | 1.06 |
RSquared | NA | 0.4 | 0.46 | 0.56 | 0.34 | 0.53 | 0.64 |
Yield(%) | N/A | 3.2 | N/A | 0.1 | 3.1 | 0.9 | 0.7 |
Dividend Growth(%) | N/A | 221.7 | N/A | -96.6 | 222.2 | 28.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2014
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