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MAAX: VanEck Muni Allocation ETF (ETF)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/17/2019 |
Last Dividend Date: | 06/01/2023 |
12-Mo. Yield | 2.41% |
Expenses | - |
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Performance Analytics (As of 07/11/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.3 | -0.4 | -0.5 | 4.7 | -12.2 | 2.7 | -1.2 | 2.8 |
Sharpe Ratio | NA | -0.04 | -0.35 | -0.13 | 0.93 | -2.1 | 1.03 | -0.06 | 1.36 |
Draw Down(%) | NA | 9.5 | 17.5 | 28.7 | 4.2 | 17.1 | 3.2 | 28.7 | 2.1 |
Standard Deviation(%) | NA | 5.7 | 4.8 | 12.5 | 5.0 | 6.5 | 2.6 | 24.1 | 2.4 |
Treynor Ratio | NA | -0.02 | -0.24 | -0.07 | 1.13 | -1.44 | 0.98 | -0.04 | -0.49 |
Alpha | NA | -0.01 | -0.01 | -0.02 | 0.01 | -0.05 | 0.01 | -0.03 | 0.02 |
Beta | NA | 0.09 | 0.07 | 0.23 | 0.04 | 0.09 | 0.03 | 0.37 | -0.07 |
RSquared | NA | 0.1 | 0.08 | 0.18 | 0.01 | 0.13 | 0.02 | 0.28 | 0.12 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.8 |
Dividend Growth(%) | 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 05/16/2019
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