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SOCL: Global X Social Media ETF (ETF)
Basic Info 38.95 0.79(2.07%) April 18
Asset Class: | Technology |
MyPlanIQ Rating: | (26%) |
Start Date: | 11/15/2011 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.47% |
Expenses | 0.65% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/15/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.1 | -3.5 | 9.3 | -17.4 | 3.3 | 8.3 | 8.4 | 31.1 | -42.2 | -12.8 | 78.3 | 25.7 | -16.4 | 54.7 | 9.0 | 10.3 | -15.0 | 64.0 | -0.4 | -12.0 |
Sharpe Ratio | NA | -0.59 | 0.36 | -0.61 | 0.06 | 0.27 | 0.28 | 1.1 | -1.0 | -0.47 | 2.18 | 1.26 | -0.68 | 3.36 | 0.41 | 0.5 | -0.6 | 2.73 | -0.02 | -2.01 |
Draw Down(%) | NA | 6.3 | 17.5 | 66.3 | 68.7 | 68.7 | 68.7 | 17.5 | 54.7 | 33.3 | 33.0 | 13.0 | 31.3 | 7.7 | 20.5 | 22.5 | 28.3 | 10.7 | 25.9 | 14.7 |
Standard Deviation(%) | NA | 24.3 | 23.2 | 32.1 | 31.5 | 27.0 | 26.7 | 24.5 | 43.6 | 27.4 | 35.6 | 19.4 | 26.1 | 16.2 | 21.6 | 20.4 | 25.1 | 23.5 | 25.6 | 32.2 |
Treynor Ratio | NA | -0.2 | 0.1 | -0.21 | 0.02 | 0.08 | 0.08 | 0.3 | -0.44 | -0.14 | 1.02 | 0.28 | -0.2 | 0.55 | 0.09 | 0.12 | -0.11 | 0.55 | 0.0 | -0.7 |
Alpha | NA | -0.11 | -0.06 | -0.11 | -0.05 | -0.03 | -0.03 | -0.04 | -0.06 | -0.15 | 0.11 | -0.04 | -0.08 | 0.05 | -0.01 | 0.03 | -0.15 | 0.08 | -0.04 | -0.28 |
Beta | NA | 0.71 | 0.81 | 0.93 | 0.87 | 0.88 | 0.9 | 0.89 | 0.99 | 0.94 | 0.76 | 0.86 | 0.89 | 0.99 | 0.96 | 0.84 | 1.33 | 1.17 | 0.87 | 0.92 |
RSquared | NA | 0.32 | 0.4 | 0.51 | 0.59 | 0.57 | 0.54 | 0.47 | 0.58 | 0.47 | 0.76 | 0.64 | 0.64 | 0.46 | 0.55 | 0.54 | 0.56 | 0.4 | 0.31 | 0.59 |
Yield(%) | N/A | 0.0 | 0.7 | 0.2 | 0.2 | 0.5 | N/A | 0.8 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 100.0 | N/A | -33.3 | N/A | N/A | 100.0 | N/A | N/A | N/A | N/A | -100.0 | 1125.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2011
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