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RWW: RevenueShares Financials Sector ETF (ETF)
Basic Info
Asset Class: | Financial |
MyPlanIQ Rating: | (72%) |
Start Date: | 11/20/2008 |
Last Dividend Date: | 02/12/2020 |
12-Mo. Yield | 1.78% |
Expenses | 0.45% |
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Performance Analytics (As of 02/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/20/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 18.2 | 8.9 | 10.2 | 11.6 | 15.5 | 1.5 | 30.3 | -15.1 | 21.2 | 21.0 | -3.9 | 13.5 | 42.1 | 35.5 | -24.1 | 16.9 | 27.1 | 30.4 |
Sharpe Ratio | NA | 1.07 | 0.46 | 0.54 | 0.56 | 0.56 | 0.68 | 1.79 | -0.78 | 1.68 | 1.06 | -0.22 | 1.0 | 2.8 | 1.79 | -0.73 | 0.65 | 0.46 | 14.88 |
Draw Down(%) | NA | 10.5 | 25.8 | 25.8 | 37.8 | 55.2 | 4.0 | 10.5 | 25.8 | 8.1 | 18.3 | 12.9 | 7.9 | 7.1 | 18.8 | 37.8 | 23.3 | 53.9 | 14.4 |
Standard Deviation(%) | NA | 15.7 | 16.8 | 17.5 | 20.2 | 27.1 | 13.0 | 16.2 | 20.9 | 12.3 | 19.6 | 18.1 | 13.5 | 15.0 | 20.0 | 33.2 | 26.1 | 59.3 | 73.1 |
Treynor Ratio | NA | 0.2 | 0.08 | 0.1 | 0.12 | 0.2 | 0.24 | 0.28 | -0.16 | 0.24 | 0.22 | -0.04 | 0.13 | 0.41 | 0.38 | -0.3 | 0.18 | 0.36 | 86.67 |
Alpha | NA | 0.06 | 0.02 | 0.01 | 0.01 | 0.02 | 0.16 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.03 | 0.04 | -0.06 | 0.01 | 0.07 | 0.92 |
Beta | NA | 0.85 | 0.93 | 0.93 | 0.91 | 0.74 | 0.36 | 1.04 | 1.02 | 0.87 | 0.96 | 0.9 | 1.0 | 1.02 | 0.94 | 0.81 | 0.96 | 0.74 | 0.13 |
RSquared | NA | 0.8 | 0.82 | 0.78 | 0.74 | 0.55 | 0.33 | 0.97 | 0.83 | 0.84 | 0.78 | 0.68 | 0.8 | 0.85 | 0.6 | 0.66 | 0.83 | 0.55 | 0.03 |
Yield(%) | N/A | 8.1 | 3.8 | 3.3 | 3.5 | N/A | 5.3 | 2.2 | 1.5 | 1.3 | 1.1 | 1.3 | 1.1 | 1.0 | 1.4 | 0.8 | 1.6 | 0.9 | 0.5 |
Dividend Growth(%) | N/A | 423.0 | 325.0 | 324.6 | N/A | N/A | 205.4 | 29.0 | 35.1 | 45.1 | -19.0 | 26.0 | 47.1 | 0.0 | 25.9 | -41.3 | 142.1 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2008
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