Find A Portfolio/Ticker
Comparison Box
QARP: DBX ETF Trust - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (ETF)
Basic Info 43.24 0.18(0.42%) December 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 04/06/2018 |
Last Dividend Date: | 09/15/2023 |
12-Mo. Yield | 1.40% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/08/2023)
Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.3 | 18.5 | 15.6 | 10.4 | 13.7 | 12.1 | -14.6 | 31.8 | 14.9 | 30.7 | -4.6 |
SR | NA | 1.21 | 0.85 | 0.51 | 0.54 | 0.48 | -0.69 | 2.45 | 0.37 | 2.24 | -0.52 |
DD(%) | NA | 9.1 | 9.1 | 22.8 | 35.4 | 35.4 | 22.5 | 5.7 | 35.4 | 7.5 | 17.3 |
SD(%) | NA | 12.8 | 13.3 | 17.0 | 22.9 | 22.0 | 23.1 | 13.0 | 39.6 | 13.1 | 14.5 |
TR | NA | 0.17 | 0.13 | 0.1 | 0.12 | 0.11 | -0.18 | 0.36 | 0.13 | 0.3 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.03 | -0.02 | 0.0 | -0.01 |
Beta | NA | 0.9 | 0.91 | 0.9 | 0.99 | 0.99 | 0.91 | 0.89 | 1.09 | 0.98 | 0.78 |
RS | NA | 0.92 | 0.92 | 0.94 | 0.92 | 0.91 | 0.96 | 0.88 | 0.94 | 0.9 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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 EQUITY Asset Class Trend Rankings |