Find A Portfolio/Ticker
Comparison Box
XLG: Guggenheim Russell Top 50 Mega Cap ETF (ETF)
Basic Info 291.65 5.03(1.70%) December 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/10/2005 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | -21.0 | -17.0 | 10.2 | 10.7 | 12.8 | 8.7 | 8.9 | 31.4 | 23.8 | 32.0 | -3.6 | 23.0 | 11.3 | 4.2 | 11.4 | 28.9 | 15.3 | 4.2 | 9.3 | 20.3 | -33.8 | 4.5 | 18.1 | 3.8 |
| SR | NA | -0.84 | -0.68 | 0.4 | 0.46 | 0.71 | NA | 0.43 | 2.29 | 0.71 | 2.35 | -0.26 | 3.36 | 0.88 | 0.27 | 1.06 | 2.82 | 1.26 | 0.2 | 0.56 | 0.84 | -0.91 | 0.09 | 1.6 | 0.42 |
| DD(%) | NA | 28.7 | 28.7 | 30.5 | 30.5 | 30.5 | NA | 52.4 | 5.4 | 30.5 | 8.3 | 19.8 | 2.3 | 8.9 | 13.4 | 7.3 | 5.0 | 9.0 | 15.4 | 16.0 | 26.2 | 43.2 | 9.8 | 5.8 | 4.6 |
| SD(%) | NA | 26.6 | 26.1 | 25.5 | 22.2 | 17.7 | NA | 19.1 | 13.7 | 33.1 | 13.1 | 18.5 | 6.7 | 12.5 | 15.8 | 10.7 | 10.2 | 12.2 | 21.2 | 16.3 | 24.1 | 38.2 | 15.9 | 9.3 | 8.5 |
| TR | NA | -0.21 | -0.17 | 0.11 | 0.1 | 0.13 | NA | 0.09 | 0.32 | 0.25 | 0.3 | -0.05 | 0.24 | 0.12 | 0.04 | 0.13 | 0.32 | 0.17 | 0.05 | 0.1 | 0.23 | -0.38 | 0.02 | 0.17 | 0.05 |
| Alpha(%) | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 |
| Beta(%) | NA | 1.04 | 1.04 | 0.97 | 0.99 | 0.98 | NA | 0.94 | 0.97 | 0.94 | 1.02 | 1.07 | 0.93 | 0.93 | 1.0 | 0.9 | 0.89 | 0.92 | 0.88 | 0.88 | 0.87 | 0.92 | 0.98 | 0.86 | 0.79 |
| RS | NA | 0.98 | 0.98 | 0.95 | 0.96 | 0.95 | NA | 0.96 | 0.9 | 0.95 | 0.96 | 0.97 | 0.87 | 0.95 | 0.96 | 0.95 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 | 0.96 | 0.9 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) (99%)
- FMIHX (FMI Large Cap) (99%)
- FDGFX (Fidelity Dividend Growth) (99%)
- THPGX (Thompson LargeCap) (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) (100%)
- IWB (iShares Russell 1000) (97%)
- IYY (iShares Dow Jones US) (97%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social) (94%)
- EPS (WisdomTree Earnings 500 ETF) (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) (94%)
- IVV (iShares Core S&P 500) (93%)
Best Closed End Funds
- ADX (Adams Express) (95%)
- CLM (Cornerstone Strategic Value) (95%)
- CRF (Cornerstone Total Return Fund) (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) (95%)
- FFA (First Trust Enhanced Equity Income) (95%)
- GAB (Gabelli Equity) (94%)
- GGT (Gabelli Global Multimedia) (94%)
- USA (Liberty All-Star Equity) (94%)
- GRF (Eagle Capital Growth) (94%)
Latest Articles Related to XLG
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
