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XLG: Guggenheim Russell Top 50 Mega Cap ETF (ETF)
Basic Info 306.5 3.52(1.16%) May 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/10/2005 |
| Last Dividend Date: | 03/22/2021 |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.20% |
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Performance Analytics (As of 05/13/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.3 | 7.8 | 42.2 | 18.2 | 18.2 | 14.7 | 10.4 | 10.1 | 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 | 2.26 | 2.35 | 0.85 | 0.95 | 0.86 | NA | 0.51 | 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 | 5.3 | 11.4 | 30.5 | 30.5 | 30.5 | NA | 52.4 | 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 | 15.4 | 18.7 | 22.7 | 19.0 | 17.1 | NA | 18.8 | 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 | 0.35 | 0.44 | 0.2 | 0.19 | 0.15 | NA | 0.1 | 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 | 0.01 | 0.17 | 0.05 |
| Alpha(%) | NA | -0.01 | -0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 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 | 0.98 | 1.0 | 0.96 | 0.97 | 0.95 | NA | 0.92 | 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 | 0.9 | 0.91 | 0.95 | 0.95 | 0.95 | NA | 0.96 | 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
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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