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RWK: RevenueShares Mid Cap ETF (ETF)
Basic Info 86.06 0.47(0.55%) March 24
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 03/07/2008 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.54% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | 0.2 | -5.9 | 31.8 | 9.8 | 10.1 | 10.2 | 10.0 | -7.7 | 35.1 | 10.8 | 26.7 | -15.6 | 12.2 | 19.4 | -6.5 | 8.4 | 39.2 | 13.9 | -4.6 | 22.4 | 50.7 | -34.6 |
| SR | NA | -0.23 | -0.32 | 1.12 | 0.31 | 0.42 | NA | 0.38 | -0.33 | 1.72 | 0.24 | 0.19 | -2.12 | -0.64 | -0.82 | -1.54 | -0.73 | 1.53 | -0.28 | -0.8 | 0.18 | 0.89 | -1.51 |
| DD(%) | NA | 13.2 | 21.2 | 21.9 | 46.2 | 46.2 | NA | 56.5 | 21.8 | 10.0 | 46.2 | 13.7 | 25.4 | 6.9 | 12.1 | 14.3 | 12.7 | 6.5 | 13.8 | 28.3 | 20.3 | 31.1 | 55.2 |
| SD(%) | NA | 21.4 | 27.0 | 27.6 | 27.7 | 22.3 | NA | 24.9 | 28.0 | 20.4 | 44.6 | 18.2 | 17.5 | 10.9 | 17.8 | 16.2 | 13.7 | 13.5 | 16.4 | 28.8 | 21.7 | 36.1 | 42.4 |
| TR | NA | -0.05 | -0.07 | 0.27 | 0.08 | 0.08 | NA | 0.1 | -0.08 | 0.29 | 0.1 | 0.03 | -0.34 | -0.06 | -0.13 | -0.25 | -0.09 | 0.2 | -0.04 | -0.22 | 0.04 | 0.35 | -0.9 |
| Alpha(%) | NA | 0.1 | 0.03 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.0 | 0.0 | 0.04 | -0.01 | 0.0 | 0.23 | 0.13 | 0.01 | -0.02 | 0.04 | 0.0 | -0.01 | -0.01 | 0.04 | -0.1 |
| Beta(%) | NA | 1.06 | 1.17 | 1.16 | 1.12 | 1.11 | NA | 0.98 | 1.22 | 1.21 | 1.06 | 1.35 | 1.09 | 1.22 | 1.11 | 1.01 | 1.1 | 1.03 | 1.1 | 1.06 | 0.98 | 0.91 | 0.72 |
| RS | NA | 0.86 | 0.9 | 0.89 | 0.89 | 0.89 | NA | 0.82 | 0.89 | 0.83 | 0.93 | 0.84 | 0.88 | 0.82 | 0.9 | 0.9 | 0.86 | 0.87 | 0.89 | 0.94 | 0.95 | 0.82 | 0.64 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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