Find A Portfolio/Ticker
Comparison Box
QARP: DBX ETF Trust - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (ETF)
Basic Info 47.33 0.12(0.25%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (97%) |
Start Date: | 04/06/2018 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 1.29% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 6.2 | 20.7 | 9.0 | 13.5 | 12.6 | 23.0 | -14.6 | 31.8 | 14.9 | 30.7 | -4.6 |
Sharpe Ratio | NA | 1.13 | 1.33 | 0.36 | 0.51 | 0.52 | 1.48 | -0.69 | 2.45 | 0.37 | 2.24 | -0.52 |
Draw Down(%) | NA | 4.6 | 9.1 | 22.8 | 35.4 | 35.4 | 9.1 | 22.5 | 5.7 | 35.4 | 7.5 | 17.3 |
Standard Deviation(%) | NA | 10.4 | 11.2 | 16.7 | 22.8 | 21.5 | 12.8 | 23.1 | 13.0 | 39.6 | 13.1 | 14.5 |
Treynor Ratio | NA | 0.14 | 0.17 | 0.07 | 0.12 | 0.11 | 0.21 | -0.18 | 0.36 | 0.13 | 0.3 | -0.1 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.02 | 0.0 | -0.01 |
Beta | NA | 0.83 | 0.87 | 0.9 | 1.0 | 0.99 | 0.9 | 0.91 | 0.89 | 1.09 | 0.98 | 0.78 |
RSquared | NA | 0.89 | 0.9 | 0.94 | 0.93 | 0.91 | 0.92 | 0.96 | 0.88 | 0.94 | 0.9 | 0.73 |
Yield(%) | N/A | 0.4 | 1.6 | 1.6 | 2.2 | N/A | 1.6 | 1.4 | 1.8 | 1.8 | 2.3 | 1.3 |
Dividend Growth(%) | N/A | -70.2 | 3.3 | N/A | N/A | N/A | -8.1 | 5.1 | 9.3 | -1.8 | 66.7 | N/A |
*: 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 |