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VQT: Barclays ETN+ S&P VEQTOR ETN (ETF)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/01/2010 |
Last Dividend Date: | 06/07/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.95% |
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Performance Analytics (As of 10/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/01/2010 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 27.4 | 9.5 | 8.0 | 6.6 | 6.9 | 20.2 | 7.5 | -2.4 | 15.9 | -1.0 | -10.3 | 5.2 | 13.0 | 2.6 | 16.2 | 6.6 |
Sharpe Ratio | NA | 0.94 | 0.51 | 0.52 | 0.52 | 0.55 | 0.94 | 0.69 | -0.26 | 2.59 | -0.13 | -1.19 | 0.72 | 1.74 | 0.32 | 1.43 | 2.57 |
Draw Down(%) | NA | 18.7 | 18.7 | 18.7 | 18.7 | 18.7 | 18.7 | 8.3 | 15.9 | 2.9 | 8.2 | 15.3 | 3.8 | 4.7 | 8.4 | 5.9 | 3.1 |
Standard Deviation(%) | NA | 25.6 | 17.6 | 14.5 | 12.0 | 11.9 | 29.2 | 8.8 | 14.4 | 5.9 | 9.1 | 8.6 | 7.2 | 7.5 | 8.0 | 11.4 | 8.2 |
Treynor Ratio | NA | -5.49 | 1.62 | 0.68 | 0.32 | 0.33 | -4.68 | 0.12 | -0.15 | 0.34 | -0.03 | -0.32 | 0.11 | 0.24 | 0.05 | 0.91 | 0.36 |
Alpha | NA | 0.1 | 0.04 | 0.03 | 0.02 | 0.02 | 0.12 | -0.03 | -0.01 | 0.02 | -0.02 | -0.04 | 0.0 | -0.01 | -0.02 | 0.06 | -0.04 |
Beta | NA | -0.04 | 0.05 | 0.11 | 0.19 | 0.19 | -0.06 | 0.49 | 0.25 | 0.45 | 0.46 | 0.32 | 0.45 | 0.55 | 0.49 | 0.18 | 0.59 |
RSquared | NA | 0.0 | 0.01 | 0.02 | 0.08 | 0.08 | 0.01 | 0.48 | 0.09 | 0.25 | 0.44 | 0.34 | 0.52 | 0.67 | 0.6 | 0.13 | 0.76 |
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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2010
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