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RSP: Guggenheim S&P 500 Equal Weight ETF (ETF)
Basic Info 106.39 1.46(1.39%) September 25
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 05/01/2003 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 1.29% |
| Expenses | 0.40% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.1 | -8.1 | -1.7 | 4.0 | 7.5 | 9.6 | 6.7 | 8.6 | 26.6 | -9.5 | 16.6 | 13.0 | -4.3 | 12.4 | 33.6 | 15.2 | -2.2 | 19.7 | 42.2 | -41.1 | -0.3 | 14.1 | 6.3 | 15.3 | 32.8 |
| SR | NA | -0.26 | -0.06 | 0.12 | 0.33 | 0.5 | NA | 0.37 | 0.26 | -1.98 | -0.37 | -1.43 | -1.46 | -0.53 | 1.25 | -0.24 | -0.8 | 0.05 | 0.7 | -1.42 | -1.38 | -0.75 | -1.29 | -0.35 | 2.11 |
| DD(%) | NA | 39.6 | 39.6 | 39.6 | 39.6 | 39.6 | NA | 60.9 | 7.1 | 20.6 | 3.2 | 11.2 | 13.3 | 8.5 | 6.6 | 11.2 | 23.4 | 16.8 | 30.4 | 52.7 | 13.2 | 9.1 | 7.7 | 9.1 | 4.6 |
| SD(%) | NA | 42.9 | 37.1 | 24.3 | 20.5 | 18.6 | NA | 20.9 | 12.8 | 15.7 | 7.1 | 14.7 | 15.6 | 11.6 | 12.0 | 14.0 | 25.9 | 20.2 | 33.7 | 42.7 | 16.2 | 11.1 | 11.5 | 12.4 | 14.7 |
| TR | NA | -0.11 | -0.02 | 0.03 | 0.07 | 0.09 | NA | 0.07 | 0.03 | -0.35 | -0.03 | -0.19 | -0.23 | -0.06 | 0.14 | -0.03 | -0.19 | 0.01 | 0.19 | -0.59 | -0.22 | -0.08 | -0.14 | -0.04 | 0.0 |
| Alpha(%) | NA | -0.07 | -0.06 | -0.03 | -0.02 | -0.01 | NA | 0.0 | -0.01 | -0.03 | -0.03 | 0.1 | -0.04 | 0.0 | 0.08 | 0.0 | -0.01 | 0.09 | 0.04 | -0.02 | -0.03 | 0.0 | 0.06 | 0.03 | NA |
| Beta(%) | NA | 1.05 | 1.05 | 1.02 | 1.02 | 1.04 | NA | 1.06 | 0.99 | 0.9 | 0.99 | 1.08 | 0.99 | 1.0 | 1.06 | 1.07 | 1.09 | 1.1 | 1.21 | 1.03 | 1.0 | 1.04 | 1.09 | 1.1 | NA |
| RS | NA | 0.93 | 0.93 | 0.93 | 0.93 | 0.95 | NA | 0.93 | 0.94 | 0.96 | 0.87 | 0.94 | 0.97 | 0.97 | 0.96 | 0.97 | 0.99 | 0.98 | 0.96 | 0.96 | 0.95 | 0.92 | 0.94 | 0.89 | 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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