Find A Portfolio/Ticker
Comparison Box
GURU: Global X Guru™ Index ETF (ETF)
Basic Info 46.96 0.17(0.36%) February 23
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/05/2012 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 0.52% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/23/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.7 | 7.2 | 35.4 | 17.2 | 19.0 | 15.4 | 25.2 | 31.0 | -6.6 | 24.3 | 3.7 | -10.8 | 3.2 | 47.3 | 21.3 |
| SR | NA | 4.98 | 0.91 | 0.69 | 0.96 | 0.83 | 0.72 | 2.17 | -0.46 | 2.83 | 0.21 | -0.64 | 0.22 | 3.45 | 2.45 |
| DD(%) | NA | 6.3 | 37.0 | 37.4 | 37.4 | 37.4 | 37.4 | 8.7 | 20.6 | 3.1 | 18.4 | 17.5 | 11.0 | 8.2 | 7.5 |
| SD(%) | NA | 19.0 | 35.1 | 23.8 | 19.8 | 18.3 | 34.7 | 13.7 | 17.2 | 8.4 | 16.8 | 16.9 | 14.4 | 13.7 | 16.5 |
| TR | NA | 0.87 | 0.33 | 0.17 | 0.2 | 0.15 | 0.26 | 0.29 | -0.09 | 0.22 | 0.03 | -0.11 | 0.03 | 0.43 | 0.49 |
| Alpha(%) | NA | 0.12 | 0.04 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | -0.04 | -0.05 | -0.04 | 0.03 | 0.07 |
| Beta(%) | NA | 1.09 | 0.96 | 0.97 | 0.98 | 1.0 | 0.96 | 1.02 | 0.93 | 1.07 | 1.19 | 1.02 | 1.17 | 1.1 | 0.83 |
| RS | NA | 0.72 | 0.92 | 0.9 | 0.89 | 0.85 | 0.93 | 0.88 | 0.85 | 0.74 | 0.87 | 0.87 | 0.87 | 0.79 | 0.44 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- ACFSX (American Century Legacy Foc Lg Cap Instl) 0.60% (100%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.11% (100%)
- DSFRX (Domini Social Equity R) 0.26% (99%)
- SVSPX (SSgA S&P 500 Index Instl) 0.13% (99%)
- CMVIX (BlackRock Mid-Cap Value Equity Instl) 0.32% (99%)
- BMCAX (BlackRock Mid-Cap Value Equity Inv A) 0.33% (99%)
- JUEMX (JPMorgan US Equity R6) 0.25% (99%)
- PLBEX (Plumb Equity) 0.67% (98%)
- SICWX (Sentinel Common Stock I) 0.34% (98%)
- FDTIX (Fidelity Advisor Diversified Stock I) 0.11% (98%)
Best ETFs
- GURU (Global X Guru™ Index ETF) 0.36% (99%)
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.01% (99%)
- VTHR (Vanguard Russell 3000 ETF) 0.02% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.15% (97%)
- IWL (iShares Russell Top 200) 0.12% (96%)
- SCHX (Schwab US Large-Cap ETF) 0.01% (94%)
- MGC (Vanguard Mega Cap ETF) 0.12% (93%)
- ITOT (iShares Core S&P Total US Stock Mkt) 0.09% (93%)
- SCHB (Schwab US Broad Market ETF) 0.01% (93%)
- VTI (Vanguard Total Stock Market ETF) 0.01% (92%)
Best Closed End Funds
- CLM (Cornerstone Strategic Value) 1.02% (99%)
- USA (Liberty All-Star Equity) 0.40% (98%)
- CRF (Cornerstone Total Return Fund) 0.88% (95%)
- GGT (Gabelli Global Multimedia) 1.69% (84%)
- FFA (First Trust Enhanced Equity Income) 0.22% (74%)
- GAB (Gabelli Equity) 1.39% (67%)
- ADX (Adams Express) 0.11% (61%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.16% (37%)
- GRF (Eagle Capital Growth) 1.14% (25%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.0% (17%)
Latest Articles Related to GURU
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments