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FEZ: SPDR EURO STOXX 50 ETF (ETF)
Basic Info 42.76 0.41(0.95%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/21/2002 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 2.60% |
| Expenses | 0.29% |
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Performance Analytics (As of 03/24/2023)
| 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(%) | 2.9 | 10.5 | 8.1 | 18.7 | 5.0 | 5.5 | 1.8 | 6.0 | -13.9 | 16.5 | 4.8 | 22.6 | -18.3 | 21.7 | -2.8 | -6.6 | -12.7 | 21.8 | 17.5 | -19.9 | -11.2 | 20.8 | -45.2 | 15.4 | 28.1 | 5.8 | 14.1 | 40.2 | 0.2 |
| SR | NA | 2.4 | 0.2 | 0.72 | 0.16 | 0.22 | NA | 0.19 | -0.52 | 1.05 | 0.12 | -0.05 | -2.35 | 0.22 | -1.61 | -1.19 | -1.84 | 0.17 | -0.04 | -0.94 | -0.9 | 0.06 | -1.29 | -0.34 | 0.35 | -1.08 | -0.31 | 0.81 | -0.67 |
| DD(%) | NA | 6.7 | 26.5 | 34.2 | 38.9 | 39.7 | NA | 64.2 | 33.7 | 8.6 | 38.9 | 8.8 | 27.4 | 4.5 | 16.0 | 18.5 | 20.3 | 11.3 | 24.9 | 39.8 | 30.4 | 36.2 | 58.0 | 12.0 | 13.6 | 9.3 | 15.1 | 23.1 | 7.7 |
| SD(%) | NA | 20.6 | 26.8 | 24.6 | 24.3 | 21.5 | NA | 26.4 | 29.5 | 15.7 | 37.1 | 13.2 | 16.9 | 11.3 | 22.8 | 21.2 | 16.9 | 18.6 | 26.3 | 40.8 | 33.2 | 38.3 | 50.0 | 19.7 | 16.7 | 14.1 | 17.8 | 25.6 | 36.0 |
| TR | NA | 0.44 | 0.05 | 0.16 | 0.04 | 0.04 | NA | 0.05 | -0.13 | 0.16 | 0.04 | -0.01 | -0.35 | 0.02 | -0.35 | -0.22 | -0.25 | 0.03 | -0.01 | -0.31 | -0.23 | 0.02 | -0.6 | -0.07 | 0.06 | -0.15 | -0.06 | 0.18 | -0.21 |
| Alpha(%) | NA | 0.08 | 0.04 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.16 | 0.06 | 0.26 | 0.0 | 0.31 | -0.01 | 0.0 | 0.15 | -0.04 | 0.03 | 0.01 | -0.02 | 0.01 | -0.02 | 0.0 | -0.01 |
| Beta(%) | NA | 1.14 | 1.13 | 1.13 | 1.11 | 1.12 | NA | 1.13 | 1.14 | 1.04 | 1.1 | 1.07 | 1.13 | 1.16 | 1.06 | 1.16 | 1.23 | 1.27 | 1.29 | 1.25 | 1.28 | 1.12 | 1.08 | 0.98 | 1.03 | 1.02 | 0.93 | 1.16 | 1.13 |
| RS | NA | 0.96 | 0.96 | 0.93 | 0.94 | 0.92 | NA | 0.89 | 0.95 | 0.79 | 0.96 | 0.88 | 0.9 | 0.81 | 0.91 | 0.87 | 0.89 | 0.88 | 0.91 | 0.94 | 0.94 | 0.94 | 0.94 | 0.88 | 0.78 | 0.59 | 0.49 | 0.63 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/2002
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Best ETFs
- EZU (iShares MSCI EMU) 1.06% (100%)
- FEZ (SPDR EURO STOXX 50 ETF) 0.95% (98%)
- VGK (Vanguard FTSE Europe ETF) 0.78% (96%)
- IEV (iShares Europe) 0.68% (94%)
- FEU (SPDR STOXX Europe 50 ETF) 0.52% (92%)
- DFE (WisdomTree Europe SmallCap Dividend ETF) 1.02% (86%)
- FDD (First Trust STOXX European Sel Div ETF) 1.67% (84%)
- FEP (First Trust Europe AlphaDEX ETF) 1.61% (55%)
- HEDJ (WisdomTree Europe Hedged Equity ETF) 0.0% (16%)
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