It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BNZ: WisdomTree Dreyfus New Zealand Dollar (ETF)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/08/2008 |
| Last Dividend Date: | 05/18/2012 |
| 12-Mo. Yield | 1.67% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 07/08/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -41.2 | -17.4 | -12.7 | 2.9 | -42.6 | 4.5 | 13.9 | -19.7 |
| Sharpe Ratio | NA | -0.81 | -0.54 | -0.39 | 1.2 | -0.8 | 0.27 | 0.49 | -0.9 |
| Draw Down(%) | NA | 45.3 | 49.8 | 49.8 | 0.0 | 49.8 | 11.8 | 17.8 | 35.1 |
| Standard Deviation(%) | NA | 50.6 | 32.3 | 32.7 | 3.3 | 53.0 | 15.9 | 28.0 | 40.8 |
| Treynor Ratio | NA | 0.25 | 0.15 | 0.12 | -1.37 | 0.21 | -0.04 | -0.13 | 0.37 |
| Alpha | NA | -0.19 | -0.06 | -0.04 | 0.01 | -0.19 | 0.02 | 0.04 | -0.07 |
| Beta | NA | -1.68 | -1.19 | -1.09 | -0.03 | -1.99 | -0.98 | -1.05 | -0.99 |
| RSquared | NA | 0.1 | 0.15 | 0.15 | 0.0 | 0.17 | 0.32 | 0.2 | 0.14 |
| Yield(%) | N/A | 1.7 | 0.5 | N/A | 2.9 | 0.0 | 0.0 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2008
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 Currency Asset Class Trend Rankings |
Top Rated Funds in Currency
Best Mutual Funds
- LDMFX (LORD ABBETT EMERGING MARKETS CURRENCY FUND CLASS F) (86%)
- FDPIX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND INVESTOR CLASS) (81%)
- RDPIX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND INVESTOR CLASS) (76%)
- PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) (71%)
- PLMPX (PIMCO EMERGING MARKETS CURRENCY FUND CLASS P) (62%)
- MERKX (MERK HARD CURRENCY FUND INVESTOR SHARES) (57%)
- FDPSX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND SERVICE CLASS) (52%)
- RDPSX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND SERVICE CLASS) (48%)
- ECIMX (EATON VANCE DIVERSIFIED CURRENCY INCOME FUND EATON VANCE DIVERSIFIED CURRENCY INCOME FUND CLASS C) (38%)
- MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) (5%)
Best ETFs
- DBV (Invesco DB G10 Currency Harvest Fund) (100%)
- UDN (Invesco DB US Dollar Index Bearish Fund) (95%)
- UUP (Invesco DB US Dollar Index Bullish Fund) (90%)
- CEW (WisdomTree Emerging Currency Strategy Fund) (43%)
