Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTEC (Principal Healthcare Innovators ETF) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 08/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTEC (Principal Healthcare Innovators ETF) | 08/22/2016 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 8.03 | -28.89 | -18.70 | 52.91 | 39.64 | -12.24 | 36.97 | -9.80 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.14 | -0.72 | -0.64 | 1.34 | 1.56 | -0.46 | 1.49 | -0.85 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 26.79 | 42.24 | 29.27 | 39.21 | 24.55 | 29.42 | 24.54 | 29.45 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 31.53 | 42.82 | 36.11 | 36.16 | 17.64 | 34.13 | 9.34 | 20.30 |
| Yield(%) | 0.00 | 0.00 | 0.27 | 0.39 | 0.28 | 0.19 | 0.14 | … | … | 0.00 | 0.00 | 0.00 | 0.78 | 0.56 | 0.00 | 0.00 | 0.22 | 0.00 |
Data as of 08/08/2024, Common starting date is 08/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEC (Principal Healthcare Innovators ETF) |
-18.57%
Nov 2020 – Nov 2023 |
-3.79%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEC (Principal Healthcare Innovators ETF) |
24.12%
Feb 2018 – Feb 2021 |
19.39%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart