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MLPW: UBS ETRACS Wells Fargo MLP ETN (ETF)
Basic Info
Asset Class: | Energy Limited Partnership |
MyPlanIQ Rating: | (92%) |
Start Date: | 11/16/2010 |
Last Dividend Date: | 07/12/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.85% |
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Performance Analytics (As of 07/30/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/16/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.3 | 4.5 | 15.9 | -34.3 | 7.1 | 30.1 | 5.6 | 11.2 | 3.4 |
Sharpe Ratio | NA | -0.23 | -0.15 | 0.15 | 0.17 | 0.68 | -1.02 | 0.23 | 2.18 | 0.46 | 0.53 | 2.89 |
Draw Down(%) | NA | 45.3 | 63.8 | 63.8 | 63.8 | 29.2 | 45.5 | 29.6 | 7.1 | 11.9 | 18.5 | 2.8 |
Standard Deviation(%) | NA | 42.4 | 32.7 | 27.3 | 26.0 | 39.5 | 33.6 | 31.0 | 13.8 | 12.1 | 20.9 | 10.8 |
Treynor Ratio | NA | -0.08 | -0.06 | 0.07 | 0.08 | 0.2 | -0.42 | 0.15 | 0.72 | 0.2 | 0.26 | 0.92 |
Alpha | NA | -0.11 | -0.09 | -0.05 | -0.01 | 0.05 | -0.15 | 0.02 | 0.06 | 0.01 | 0.04 | 0.04 |
Beta | NA | 1.14 | 0.83 | 0.58 | 0.58 | 1.32 | 0.83 | 0.47 | 0.42 | 0.27 | 0.43 | 0.34 |
RSquared | NA | 0.21 | 0.12 | 0.1 | 0.12 | 0.24 | 0.15 | 0.03 | 0.11 | 0.08 | 0.23 | 0.12 |
Yield(%) | N/A | 5.7 | 5.0 | 6.1 | N/A | 5.4 | 4.8 | 4.6 | 5.3 | 5.2 | 4.4 | 0.0 |
Dividend Growth(%) | N/A | 1.2 | N/A | N/A | N/A | -30.0 | 9.0 | 2.6 | 7.8 | 25.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2010
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