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NACP: Impact Shares NAACP Minority Empowerment ETF (ETF)
Basic Info 36.78 0.31(0.84%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (26%) |
Start Date: | 07/19/2018 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 2.94% |
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 07/19/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 8.6 | 30.3 | 6.8 | 13.5 | 13.1 | 29.7 | -23.1 | 24.8 | 26.0 | 30.7 | -8.7 |
Sharpe Ratio | NA | 1.74 | 1.75 | 0.25 | 0.59 | 0.58 | 1.87 | -1.02 | 1.82 | 0.87 | 2.31 | -1.17 |
Draw Down(%) | NA | 5.3 | 10.6 | 29.0 | 31.0 | 31.0 | 10.6 | 27.9 | 5.7 | 31.0 | 7.2 | 17.5 |
Standard Deviation(%) | NA | 12.8 | 12.6 | 17.7 | 19.9 | 19.4 | 13.7 | 24.1 | 13.6 | 29.4 | 12.7 | 16.9 |
Treynor Ratio | NA | 0.22 | 0.22 | 0.05 | 0.13 | 0.13 | 0.26 | -0.26 | 0.27 | 0.32 | 0.3 | -0.26 |
Alpha | NA | 0.04 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.03 | 0.0 | 0.0 |
Beta | NA | 1.03 | 0.99 | 0.96 | 0.88 | 0.87 | 0.97 | 0.95 | 0.93 | 0.81 | 0.97 | 0.77 |
RSquared | NA | 0.9 | 0.91 | 0.95 | 0.93 | 0.91 | 0.93 | 0.97 | 0.89 | 0.92 | 0.93 | 0.7 |
Yield(%) | N/A | 0.3 | 1.5 | 1.7 | 2.2 | N/A | 1.7 | 2.6 | 1.0 | 1.8 | 1.5 | 0.7 |
Dividend Growth(%) | N/A | -75.0 | -53.7 | N/A | N/A | N/A | -52.2 | 228.6 | -33.3 | 50.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2018
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