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FEZ: SPDR EURO STOXX 50 ETF (ETF)
Basic Info 46.72 0.37(0.80%) December 08
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/21/2002 |
| Last Dividend Date: | 09/18/2023 |
| 12-Mo. Yield | 2.98% |
| Expenses | 0.29% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.5 | 23.9 | 20.9 | 7.2 | 9.8 | 4.5 | 6.1 | 6.3 | -14.3 | 14.8 | 4.8 | 26.0 | -15.9 | 24.8 | 0.7 | -4.0 | -9.8 | 25.8 | 22.7 | -16.3 | -8.0 | 25.3 | -43.0 | 20.4 | 31.9 | 8.4 | 16.9 | 43.4 | 0.2 |
| SR | NA | 1.26 | 0.96 | 0.25 | 0.34 | 0.17 | NA | 0.2 | -0.53 | 0.95 | 0.12 | 1.88 | -1.02 | 2.15 | 0.02 | -0.19 | -0.59 | 1.41 | 0.87 | -0.4 | -0.24 | 0.66 | -0.88 | 0.88 | 1.75 | 0.46 | 0.9 | 1.67 | 0.01 |
| DD(%) | NA | 14.4 | 14.4 | 35.1 | 38.9 | 39.7 | NA | 64.2 | 33.7 | 8.6 | 38.9 | 8.6 | 25.3 | 3.1 | 13.8 | 16.7 | 18.5 | 9.8 | 23.9 | 37.8 | 30.3 | 36.2 | 56.6 | 12.0 | 13.6 | 9.2 | 14.1 | 23.1 | 7.7 |
| SD(%) | NA | 17.0 | 17.3 | 21.5 | 24.3 | 21.4 | NA | 26.1 | 29.5 | 15.6 | 37.1 | 13.1 | 16.7 | 11.3 | 22.8 | 21.0 | 16.7 | 18.3 | 26.4 | 40.8 | 33.1 | 38.3 | 49.9 | 19.8 | 16.4 | 13.7 | 17.6 | 25.5 | 36.0 |
| TR | NA | 0.19 | 0.15 | 0.05 | 0.08 | 0.03 | NA | 0.05 | -0.14 | 0.14 | 0.04 | 0.23 | -0.15 | 0.2 | 0.0 | -0.03 | -0.08 | 0.21 | 0.18 | -0.13 | -0.06 | 0.22 | -0.4 | 0.18 | 0.28 | 0.06 | 0.17 | 0.37 | 0.0 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.04 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.13 | 1.14 | 1.13 | 1.11 | 1.12 | NA | 1.13 | 1.14 | 1.08 | 1.1 | 1.08 | 1.12 | 1.19 | 1.07 | 1.16 | 1.22 | 1.25 | 1.3 | 1.26 | 1.27 | 1.12 | 1.08 | 0.99 | 1.02 | 1.01 | 0.93 | 1.16 | 1.13 |
| RS | NA | 0.93 | 0.93 | 0.93 | 0.94 | 0.93 | NA | 0.89 | 0.95 | 0.86 | 0.96 | 0.9 | 0.9 | 0.85 | 0.93 | 0.88 | 0.91 | 0.89 | 0.92 | 0.94 | 0.94 | 0.94 | 0.94 | 0.9 | 0.78 | 0.6 | 0.49 | 0.64 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/2002
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Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (Vanguard European Stock Index Inv) 0.48% (88%)
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- PRESX (T. Rowe Price European Stock) 0.46% (78%)
- JFEIX (JPMorgan Intrepid European Inst) 0.39% (76%)
- EUGDX (Morgan Stanley European Equity I) 0.92% (71%)
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- AEDYX (Invesco European Growth Y) 0.65% (59%)
Best ETFs
- EZU (iShares MSCI EMU) 0.74% (100%)
- FEZ (SPDR EURO STOXX 50 ETF) 0.80% (98%)
- VGK (Vanguard FTSE Europe ETF) 0.55% (96%)
- IEV (iShares Europe) 0.53% (94%)
- FEU (SPDR STOXX Europe 50 ETF) 0.54% (92%)
- DFE (WisdomTree Europe SmallCap Dividend ETF) 0.42% (86%)
- FDD (First Trust STOXX European Sel Div ETF) 0.34% (84%)
- FEP (First Trust Europe AlphaDEX ETF) 0.43% (55%)
- HEDJ (WisdomTree Europe Hedged Equity ETF) 0.92% (16%)
Best Closed End Funds
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