Find A Portfolio/Ticker
Comparison Box
RWK: RevenueShares Mid Cap ETF (ETF)
Basic Info 80.25 0.13(0.16%) October 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 03/07/2008 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.9 | -15.2 | -9.3 | 12.6 | 7.8 | 11.4 | 9.7 | 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 | -1.02 | -0.57 | 0.26 | 0.21 | 0.46 | 0.35 | 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 | 22.6 | 22.6 | 46.2 | 46.2 | 46.2 | 56.5 | 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 | 28.0 | 26.2 | 31.8 | 27.0 | 21.8 | 24.9 | 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 | -0.23 | -0.12 | 0.08 | 0.05 | 0.09 | 0.09 | 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 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 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 | 1.23 | 1.22 | 1.11 | 1.12 | 1.11 | 0.97 | 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 | 0.87 | 0.86 | 0.9 | 0.89 | 0.89 | 0.82 | 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
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 MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) 0.16% (99%)
- JMCVX (Perkins Mid Cap Value T) 0.33% (98%)
- MLPIX (ProFunds Mid Cap Value Inv) 0.80% (98%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) 0.48% (97%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) 0.75% (97%)
- FRBSX (Franklin Balance Sheet Investment A) 0.29% (94%)
- GCMAX (Goldman Sachs Mid Cap Value A) 0.54% (93%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) 0.37% (93%)
- NSEIX (Nicholas Equity Income I) 0.32% (92%)
- SMVTX (RidgeWorth Mid-Cap Value Equity I) 0.78% (92%)
Best ETFs
- DVY (iShares Select Dividend) 0.87% (100%)
- MPIQMKTUNRATE (MPIQ Unrate Plus) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value) 0.78% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value) 0.78% (98%)
- DON (WisdomTree MidCap Dividend ETF) 0.67% (96%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 0.64% (96%)
- JKI (iShares Morningstar Mid-Cap Value) (96%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 0.52% (95%)
- RWK (RevenueShares Mid Cap ETF) 0.16% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 0.68% (94%)
Latest Articles Related to RWK
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
