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NOBL: ProShares S&P 500 Dividend Aristocrats ETF (ETF)
Basic Info 97.62 0.36(0.37%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (97%) |
Start Date: | 10/11/2013 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 2.04% |
Expenses | - |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 2.9 | 8.5 | 4.5 | 9.7 | 10.4 | 10.0 | 8.1 | -6.5 | 25.5 | 8.4 | 27.4 | -3.3 | 21.0 | 11.6 | 0.4 | 15.5 | 7.8 |
Sharpe Ratio | NA | 0.32 | 0.5 | 0.17 | 0.39 | 0.56 | 0.6 | 0.3 | -0.4 | 2.01 | 0.24 | 2.22 | -0.31 | 3.0 | 0.93 | 0.03 | 1.49 | 4.37 |
Draw Down(%) | NA | 5.5 | 12.9 | 17.9 | 35.4 | 35.4 | 35.4 | 12.9 | 17.9 | 6.3 | 35.4 | 5.5 | 15.3 | 2.3 | 7.9 | 9.8 | 7.0 | 2.1 |
Standard Deviation(%) | NA | 10.0 | 11.1 | 15.0 | 20.1 | 16.6 | 16.3 | 12.7 | 19.6 | 12.6 | 34.3 | 11.7 | 15.0 | 6.8 | 12.3 | 14.4 | 10.4 | 9.4 |
Treynor Ratio | NA | 0.06 | 0.08 | 0.04 | 0.09 | 0.11 | 0.12 | 0.05 | -0.11 | 0.37 | 0.09 | 0.3 | -0.06 | 0.27 | 0.13 | 0.0 | 0.19 | 0.45 |
Alpha | NA | -0.02 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 0.03 | 0.03 | -0.04 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 |
Beta | NA | 0.57 | 0.71 | 0.73 | 0.83 | 0.84 | 0.84 | 0.8 | 0.71 | 0.69 | 0.93 | 0.86 | 0.82 | 0.76 | 0.86 | 0.9 | 0.83 | 0.91 |
RSquared | NA | 0.46 | 0.61 | 0.74 | 0.82 | 0.83 | 0.83 | 0.73 | 0.82 | 0.57 | 0.9 | 0.86 | 0.86 | 0.62 | 0.89 | 0.93 | 0.87 | 0.79 |
Yield(%) | N/A | 0.4 | 2.2 | 2.1 | 2.6 | 3.2 | N/A | 2.2 | 1.8 | 2.4 | 2.3 | 2.4 | 2.2 | 2.1 | 2.4 | 2.0 | 1.9 | 0.3 |
Dividend Growth(%) | N/A | -80.4 | 16.7 | N/A | N/A | N/A | N/A | 14.4 | -6.5 | 8.8 | 19.6 | -0.7 | 29.7 | -3.5 | 15.0 | 23.5 | 523.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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