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RAAX: VanEck Inflation Allocation ETF (ETF)
Basic Info 26.97 0.33(1.21%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (39%) |
Start Date: | 04/11/2018 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.46% |
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 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 5.6 | 10.1 | 7.7 | 5.9 | 4.7 | 6.7 | 1.5 | 21.6 | -8.3 | 6.1 | -3.4 |
Sharpe Ratio | NA | 1.17 | 0.41 | 0.35 | 0.25 | 0.19 | 0.2 | 0.01 | 1.44 | -0.34 | 0.64 | -0.82 |
Draw Down(%) | NA | 4.8 | 7.9 | 23.5 | 33.9 | 33.9 | 9.1 | 23.5 | 7.9 | 33.9 | 5.9 | 6.8 |
Standard Deviation(%) | NA | 15.9 | 13.3 | 16.5 | 17.7 | 16.6 | 12.3 | 21.2 | 14.9 | 24.9 | 7.3 | 7.4 |
Treynor Ratio | NA | 0.46 | 0.11 | 0.1 | 0.08 | 0.06 | 0.05 | 0.0 | 0.28 | -0.16 | 0.16 | -1.07 |
Alpha | NA | 0.06 | -0.01 | 0.02 | 0.0 | -0.01 | -0.03 | 0.05 | 0.01 | -0.08 | -0.01 | -0.03 |
Beta | NA | 0.4 | 0.49 | 0.56 | 0.54 | 0.5 | 0.5 | 0.55 | 0.77 | 0.53 | 0.3 | 0.06 |
RSquared | NA | 0.09 | 0.2 | 0.37 | 0.45 | 0.41 | 0.3 | 0.42 | 0.51 | 0.57 | 0.26 | 0.02 |
Yield(%) | N/A | 0.0 | 3.7 | 4.7 | 4.4 | N/A | 3.8 | 1.5 | 9.7 | 5.4 | 2.5 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | 147.4 | N/A | N/A | N/A | 147.4 | -82.4 | 55.4 | 127.9 | 335.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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