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IPO: Renaissance IPO ETF (ETF)
Basic Info 40.44 0.45(1.13%) May 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 10/16/2013 |
Last Dividend Date: | 03/20/2020 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/16/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 7.2 | 41.2 | -12.1 | 5.9 | 7.1 | 7.2 | 52.5 | -57.3 | -10.3 | 107.9 | 34.4 | -17.2 | 37.2 | -0.6 | -8.4 | 6.9 | 7.6 |
Sharpe Ratio | NA | 0.45 | 1.19 | -0.38 | 0.11 | 0.2 | 0.21 | 1.68 | -1.08 | -0.32 | 2.56 | 1.59 | -0.83 | 3.02 | -0.04 | -0.48 | 0.41 | 2.82 |
Draw Down(%) | NA | 13.2 | 20.1 | 66.0 | 68.8 | 68.8 | 68.8 | 20.1 | 58.9 | 29.0 | 38.5 | 17.6 | 31.3 | 5.0 | 24.0 | 23.0 | 13.2 | 4.2 |
Standard Deviation(%) | NA | 26.9 | 26.7 | 39.1 | 37.8 | 29.6 | 29.1 | 29.0 | 54.5 | 31.9 | 41.8 | 20.8 | 22.5 | 12.1 | 19.2 | 17.5 | 16.8 | 15.0 |
Treynor Ratio | NA | 0.07 | 0.18 | -0.09 | 0.03 | 0.05 | 0.05 | 0.29 | -0.33 | -0.07 | 1.17 | 0.24 | -0.18 | 0.31 | -0.01 | -0.09 | 0.06 | 0.36 |
Alpha | NA | -0.09 | -0.04 | -0.08 | -0.03 | -0.02 | -0.02 | 0.03 | -0.15 | -0.16 | 0.23 | -0.02 | -0.05 | 0.04 | -0.05 | -0.03 | -0.03 | -0.02 |
Beta | NA | 1.71 | 1.77 | 1.71 | 1.28 | 1.22 | 1.22 | 1.67 | 1.79 | 1.39 | 0.92 | 1.35 | 1.01 | 1.18 | 1.1 | 0.93 | 1.17 | 1.16 |
RSquared | NA | 0.55 | 0.62 | 0.61 | 0.54 | 0.55 | 0.55 | 0.61 | 0.67 | 0.36 | 0.6 | 0.68 | 0.58 | 0.47 | 0.61 | 0.67 | 0.67 | 0.48 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 0.5 | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.6 | 0.4 | 0.6 | 0.4 | 0.1 | 2.6 | 0.1 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -84.4 | N/A | N/A | N/A | N/A | -100.0 | -54.5 | 26.1 | -6.5 | 47.0 | 275.3 | -96.0 | 3500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2013
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