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UBG: UBS ETRACS CMCI Gold Total Return ETN (ETF)
Basic Info
Asset Class: | Commodities Precious Metals |
MyPlanIQ Rating: | (95%) |
Start Date: | 04/03/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.30% |
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Performance Analytics (As of 01/15/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/03/2008 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 21.2 | 12.5 | 11.0 | 2.6 | 4.9 | 0.0 | 23.8 | 18.4 | -2.3 | 13.7 | 6.9 | -11.5 | -2.4 | -29.1 | 6.1 | 9.2 | 28.1 | 22.1 | -4.4 |
Sharpe Ratio | NA | 0.92 | 0.72 | 0.66 | 0.12 | 0.19 | 0.0 | 1.02 | 1.42 | -0.36 | 1.21 | 0.36 | -0.62 | -0.13 | -1.32 | 0.35 | 0.38 | 0.7 | 0.71 | -0.14 |
Draw Down(%) | NA | 14.0 | 14.0 | 18.0 | 47.9 | 47.9 | 0.0 | 14.0 | 6.8 | 13.6 | 6.3 | 18.0 | 22.2 | 18.2 | 30.9 | 16.1 | 19.3 | 22.7 | 12.8 | 31.0 |
Standard Deviation(%) | NA | 22.8 | 16.1 | 15.7 | 18.2 | 24.3 | NA | 23.1 | 12.0 | 10.3 | 10.9 | 18.6 | 18.4 | 19.0 | 22.1 | 17.4 | 24.0 | 40.1 | 31.0 | 47.4 |
Treynor Ratio | NA | 0.31 | 0.18 | 0.18 | 0.03 | 0.07 | NA | 0.33 | 0.19 | -0.16 | 0.82 | 0.13 | -0.17 | -0.03 | -0.34 | 0.09 | 0.15 | 0.64 | 0.33 | -0.1 |
Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | -0.01 | 0.05 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.03 | 0.07 | 0.03 | 0.05 |
Beta | NA | 0.67 | 0.65 | 0.58 | 0.67 | 0.65 | 0.0 | 0.7 | 0.89 | 0.22 | 0.16 | 0.53 | 0.69 | 0.78 | 0.85 | 0.69 | 0.63 | 0.44 | 0.68 | 0.64 |
RSquared | NA | 0.56 | 0.51 | 0.36 | 0.46 | 0.3 | 0.0 | 0.58 | 0.86 | 0.06 | 0.03 | 0.24 | 0.34 | 0.47 | 0.86 | 0.46 | 0.43 | 0.04 | 0.25 | 0.28 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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