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HYUP: Xtrackers High Beta High Yield Bond ETF (ETF)
Basic Info 40.27 0.13(0.32%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 01/11/2018 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 7.44% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 01/11/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 0.3 | 10.4 | 0.9 | 3.1 | 3.5 | 14.6 | -13.3 | 5.1 | 5.7 | 16.5 | -3.9 |
Sharpe Ratio | NA | -0.88 | 0.98 | -0.15 | 0.13 | 0.17 | 1.27 | -1.07 | 1.15 | 0.28 | 2.89 | -1.05 |
Draw Down(%) | NA | 2.6 | 3.8 | 18.1 | 24.8 | 24.8 | 5.8 | 17.7 | 2.8 | 24.8 | 2.3 | 7.6 |
Standard Deviation(%) | NA | 5.3 | 6.5 | 9.6 | 11.8 | 10.8 | 8.2 | 13.8 | 4.4 | 19.8 | 5.2 | 5.1 |
Treynor Ratio | NA | -0.16 | 0.17 | -0.04 | 0.04 | 0.05 | 0.24 | -0.33 | 0.21 | 0.12 | 0.48 | -2.22 |
Alpha | NA | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.02 | -0.02 |
Beta | NA | 0.29 | 0.37 | 0.42 | 0.42 | 0.38 | 0.44 | 0.45 | 0.24 | 0.44 | 0.31 | 0.02 |
RSquared | NA | 0.43 | 0.49 | 0.61 | 0.6 | 0.52 | 0.52 | 0.67 | 0.57 | 0.61 | 0.57 | 0.01 |
Yield(%) | N/A | 1.9 | 7.9 | 6.0 | 6.3 | N/A | 7.9 | 5.8 | 6.1 | 6.8 | 7.4 | 6.3 |
Dividend Growth(%) | N/A | -74.6 | 9.5 | -13.3 | N/A | N/A | 11.6 | -6.5 | -11.7 | 0.0 | 5.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2018
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