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JJE: iPath Series B Bloomberg Energy Subindex Total Return ETN (ETF)
Basic Info
Asset Class: | Commodities Energy |
MyPlanIQ Rating: | (82%) |
Start Date: | 01/23/2018 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.45% |
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Performance Analytics (As of 06/07/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/23/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.8 | -49.2 | 17.9 | -4.3 | 3.0 | -3.2 | -22.2 | 35.1 | 53.2 | -43.8 | 9.3 | -15.1 | -6.1 | 18.4 | -44.3 | -43.7 | 5.5 | -10.6 | -17.5 | -11.9 | -4.2 | -48.7 | 1.8 |
Sharpe Ratio | NA | -1.28 | 0.45 | -0.15 | -0.08 | -0.12 | -1.5 | 0.68 | 1.83 | -1.0 | -0.53 | -1.58 | -1.04 | -0.36 | -1.66 | -3.03 | -0.84 | -1.18 | -1.19 | -1.35 | -0.56 | -1.66 | -0.78 |
Draw Down(%) | NA | 52.4 | 52.4 | 64.8 | 88.6 | 64.8 | 27.1 | 36.2 | 23.5 | 57.3 | 16.9 | 25.3 | 30.3 | 25.8 | 52.4 | 49.4 | 12.9 | 26.1 | 29.6 | 26.3 | 33.6 | 70.3 | 10.8 |
Standard Deviation(%) | NA | 41.2 | 37.3 | 36.4 | 223.4 | 35.8 | 32.8 | 49.9 | 29.1 | 44.0 | 26.2 | 24.7 | 24.5 | 44.0 | 37.8 | 20.5 | 15.6 | 24.9 | 30.3 | 22.6 | 41.0 | 41.1 | 25.2 |
Treynor Ratio | NA | -0.42 | 0.13 | -0.05 | -0.08 | -0.04 | -0.29 | 0.28 | 0.44 | -0.29 | -0.32 | -2.28 | -0.39 | -0.1 | -0.58 | -0.56 | -0.14 | -0.27 | -0.33 | -0.35 | -0.2 | -0.73 | -0.58 |
Alpha | NA | -0.12 | -0.02 | -0.03 | 1.61 | -0.02 | -0.08 | 0.07 | 0.01 | -0.15 | -0.01 | -0.12 | -0.05 | 0.06 | -0.07 | -0.07 | 0.05 | -0.05 | -0.05 | -0.09 | -0.06 | -0.11 | -0.05 |
Beta | NA | 1.26 | 1.27 | 1.18 | 2.21 | 1.15 | 1.67 | 1.23 | 1.22 | 1.53 | 0.43 | 0.17 | 0.65 | 1.62 | 1.08 | 1.1 | 0.95 | 1.07 | 1.09 | 0.88 | 1.14 | 0.93 | 0.34 |
RSquared | NA | 0.48 | 0.53 | 0.43 | 0.0 | 0.4 | 0.76 | 0.46 | 0.69 | 0.58 | 0.05 | 0.01 | 0.11 | 0.43 | 0.26 | 0.39 | 0.41 | 0.41 | 0.56 | 0.59 | 0.58 | 0.64 | 0.1 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2018
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