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RSP: Guggenheim S&P 500 Equal Weight ETF (ETF)
Basic Info 158.51 0.45(0.28%) October 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/01/2003 |
| Last Dividend Date: | 09/20/2021 |
| 12-Mo. Yield | 1.30% |
| Expenses | 0.40% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | 26.1 | 42.2 | 18.8 | 16.1 | 15.1 | 10.4 | 12.1 | 12.2 | 28.9 | -7.8 | 18.5 | 14.5 | -2.7 | 14.1 | 35.5 | 17.2 | -0.7 | 21.4 | 44.6 | -40.1 | 0.9 | 15.5 | 7.4 | 16.5 | 33.9 |
| SR | NA | 2.53 | 2.84 | 0.73 | 0.75 | 0.83 | NA | 0.55 | 0.31 | 2.16 | -0.59 | 2.53 | 0.97 | -0.17 | 1.21 | 2.96 | 1.24 | -0.03 | 1.05 | 1.33 | -0.96 | -0.13 | 1.11 | 0.46 | 1.25 | 3.68 |
| DD(%) | NA | 4.7 | 6.5 | 39.0 | 39.0 | 39.0 | NA | 59.9 | 39.0 | 7.1 | 19.8 | 3.2 | 11.2 | 12.6 | 8.2 | 6.2 | 11.2 | 22.9 | 16.6 | 30.4 | 52.3 | 12.9 | 8.9 | 7.5 | 8.7 | 4.1 |
| SD(%) | NA | 13.2 | 14.8 | 24.8 | 20.3 | 17.7 | NA | 20.6 | 38.0 | 12.8 | 15.6 | 7.1 | 14.7 | 15.5 | 11.6 | 12.0 | 13.9 | 25.9 | 20.2 | 33.6 | 42.7 | 16.3 | 11.0 | 11.5 | 12.4 | 14.6 |
| TR | NA | 0.38 | 0.46 | 0.18 | 0.15 | 0.14 | NA | 0.11 | 0.11 | 0.28 | -0.1 | 0.18 | 0.13 | -0.03 | 0.14 | 0.33 | 0.16 | -0.01 | 0.19 | 0.37 | -0.4 | -0.02 | 0.12 | 0.05 | 0.14 | 0.0 |
| Alpha(%) | NA | 0.03 | 0.03 | -0.01 | -0.01 | 0.0 | NA | 0.01 | -0.03 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | -0.01 | -0.02 | 0.0 | 0.0 | 0.03 | NA |
| Beta(%) | NA | 0.87 | 0.91 | 1.01 | 1.0 | 1.02 | NA | 1.05 | 1.05 | 0.99 | 0.9 | 1.0 | 1.08 | 0.99 | 1.0 | 1.06 | 1.07 | 1.09 | 1.1 | 1.21 | 1.03 | 1.0 | 1.04 | 1.09 | 1.09 | NA |
| RS | NA | 0.75 | 0.7 | 0.9 | 0.9 | 0.93 | NA | 0.93 | 0.91 | 0.94 | 0.96 | 0.88 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.99 | 0.98 | 0.96 | 0.96 | 0.95 | 0.93 | 0.95 | 0.88 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2003
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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