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SECT: Main Sector Rotation ETF (ETF)
Basic Info 49.65 0.1(0.20%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 09/07/2017 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.95% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 09/07/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 6.8 | 23.9 | 8.0 | 13.1 | 12.1 | 21.1 | -12.8 | 28.9 | 15.7 | 28.1 | -9.7 | 9.9 |
Sharpe Ratio | NA | 1.02 | 1.55 | 0.33 | 0.48 | 0.5 | 1.29 | -0.61 | 1.93 | 0.41 | 2.09 | -0.64 | 5.16 |
Draw Down(%) | NA | 5.9 | 9.3 | 21.6 | 38.1 | 38.1 | 9.3 | 21.6 | 5.0 | 38.1 | 6.7 | 20.7 | 1.5 |
Standard Deviation(%) | NA | 13.7 | 12.5 | 17.4 | 22.4 | 20.8 | 13.2 | 23.5 | 15.0 | 37.2 | 12.7 | 17.1 | 6.6 |
Treynor Ratio | NA | 0.13 | 0.2 | 0.06 | 0.12 | 0.11 | 0.18 | -0.15 | 0.28 | 0.17 | 0.28 | -0.11 | 0.32 |
Alpha | NA | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 1.05 | 0.98 | 0.94 | 0.93 | 0.94 | 0.94 | 0.92 | 1.03 | 0.91 | 0.94 | 0.96 | 1.07 |
RSquared | NA | 0.88 | 0.9 | 0.94 | 0.82 | 0.83 | 0.93 | 0.96 | 0.9 | 0.74 | 0.87 | 0.91 | 0.83 |
Yield(%) | N/A | 0.1 | 0.9 | 0.8 | 1.2 | N/A | 1.0 | 0.7 | 0.8 | 1.6 | 1.0 | 1.5 | 0.6 |
Dividend Growth(%) | N/A | -87.5 | 16.8 | -21.5 | N/A | N/A | 21.2 | 22.2 | -44.9 | 96.0 | -40.5 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2017
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