Find A Portfolio/Ticker
Comparison Box
PGM: iPath Series B Bloomberg Platinum Subindex Total Return ETN (ETF)
Basic Info
Asset Class: | Commodities Precious Metals |
MyPlanIQ Rating: | (100%) |
Start Date: | 01/18/2018 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.45% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/21/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 19.1 | 4.6 | 4.6 | 1.6 | -0.1 | -4.0 | 13.7 | -10.2 | 7.6 | 19.1 | -21.1 | 1.2 | 0.2 | -28.3 | -13.6 | -13.9 | 8.6 | -23.5 | 8.6 | 65.3 | -54.3 |
Sharpe Ratio | NA | 0.53 | 0.1 | 0.1 | -0.19 | -0.04 | -0.46 | 0.31 | -0.34 | 0.17 | 0.78 | -1.37 | -0.78 | -0.55 | -0.86 | -1.21 | -1.34 | -0.5 | -1.9 | -0.46 | 1.4 | -1.76 |
Draw Down(%) | NA | 17.3 | 38.6 | 42.5 | 72.9 | 42.5 | 17.3 | 30.9 | 31.4 | 42.5 | 13.0 | 23.1 | 16.8 | 28.7 | 56.4 | 24.8 | 26.9 | 22.5 | 30.0 | 14.7 | 24.0 | 62.2 |
Standard Deviation(%) | NA | 29.0 | 33.7 | 32.8 | 100.8 | 31.7 | 25.2 | 39.5 | 30.4 | 44.5 | 22.5 | 17.1 | 23.1 | 61.9 | 54.1 | 26.4 | 24.2 | 20.0 | 22.1 | 21.7 | 33.3 | 55.0 |
Treynor Ratio | NA | 0.15 | 0.03 | 0.04 | -0.24 | -0.02 | -0.16 | 0.11 | -0.09 | 0.08 | 0.5 | -1.02 | -0.28 | -0.39 | -0.63 | -0.68 | -0.51 | -0.14 | -0.66 | -0.13 | 0.53 | -1.22 |
Alpha | NA | 0.02 | 0.03 | 0.0 | 0.2 | -0.01 | -0.06 | 0.09 | 0.0 | -0.03 | 0.05 | -0.09 | -0.04 | 0.03 | -0.06 | -0.07 | 0.01 | 0.0 | -0.14 | -0.08 | 0.12 | -0.5 |
Beta | NA | 1.02 | 1.01 | 0.9 | 0.81 | 0.88 | 0.72 | 1.13 | 1.16 | 0.92 | 0.35 | 0.23 | 0.65 | 0.87 | 0.74 | 0.47 | 0.63 | 0.72 | 0.64 | 0.75 | 0.87 | 0.79 |
RSquared | NA | 0.35 | 0.31 | 0.24 | 0.01 | 0.23 | 0.18 | 0.3 | 0.36 | 0.28 | 0.04 | 0.02 | 0.1 | 0.06 | 0.04 | 0.09 | 0.39 | 0.37 | 0.53 | 0.41 | 0.37 | 0.41 |
Yield(%) | 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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Commodities Precious Metals Asset Class Trend Rankings |
Top Rated Funds in Commodities Precious Metals
Best ETFs
- PGM (iPath Series B Bloomberg Platinum Subindex Total Return ETN) (100%)
- USV (UBS ETRACS CMCI Silver Total Return ETN) (96%)
- DBP (Invesco DB Precious Metals Fund) (95%)
- UBG (UBS ETRACS CMCI Gold Total Return ETN) (95%)
- DGL (Invesco DB Gold Fund) (95%)
- GLD (SPDR® Gold Shares) (93%)
- DBS (Invesco DB Silver Fund) (93%)
- SLV (iShares Silver Trust) (92%)
- TBAR (RBS Gold Trendpilot™ ETN) (85%)
- JJP (iPath DJ-UBS Prec Metals SubTR ETN) (80%)