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CPI: IQ Real Return ETF (ETF)
Basic Info
| Asset Class: | Tactical Allocation |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 10/27/2009 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 3.31% |
| Expenses | 0.27% |
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Performance Analytics (As of 12/13/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/27/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.6 | -0.0 | 0.8 | 1.1 | 1.0 | 6.5 | -7.9 | 1.6 | -1.2 | 7.1 | -1.7 | 3.0 | 1.4 | -2.4 | 5.3 | -1.8 | 1.2 | 2.1 | 1.5 | 0.0 |
| Sharpe Ratio | NA | 0.16 | -0.24 | -0.09 | 0.03 | 0.06 | 0.54 | -0.93 | 0.58 | -0.22 | 2.02 | -0.83 | 1.14 | 0.34 | -0.39 | 1.4 | -0.48 | 0.4 | 0.55 | 0.28 | 0.0 |
| Draw Down(%) | NA | 3.5 | 12.8 | 12.8 | 12.8 | 12.8 | 3.5 | 12.8 | 0.9 | 8.7 | 1.4 | 5.0 | 0.8 | 1.6 | 3.8 | 1.8 | 3.9 | 1.6 | 1.4 | 1.4 | 3.5 |
| Standard Deviation(%) | NA | 6.0 | 6.9 | 6.2 | 5.3 | 5.0 | 5.9 | 10.1 | 2.7 | 6.3 | 2.8 | 3.7 | 2.1 | 3.6 | 6.3 | 3.8 | 3.9 | 3.0 | 3.7 | 5.1 | 10.5 |
| Treynor Ratio | NA | 0.03 | -0.06 | -0.03 | 0.01 | 0.02 | 0.09 | -0.29 | 0.17 | -0.1 | 0.33 | -0.21 | 0.33 | 0.14 | -0.21 | 0.54 | -0.12 | 0.19 | 0.58 | 0.57 | 0.01 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 | 0.0 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.34 | 0.28 | 0.2 | 0.18 | 0.14 | 0.34 | 0.32 | 0.09 | 0.14 | 0.17 | 0.14 | 0.07 | 0.09 | 0.12 | 0.1 | 0.16 | 0.06 | 0.04 | 0.03 | -0.06 |
| RSquared | NA | 0.61 | 0.51 | 0.48 | 0.37 | 0.25 | 0.58 | 0.58 | 0.2 | 0.61 | 0.59 | 0.49 | 0.06 | 0.11 | 0.09 | 0.1 | 0.21 | 0.08 | 0.05 | 0.01 | 0.01 |
| Yield(%) | N/A | 3.3 | 2.2 | 2.0 | 1.2 | N/A | 2.6 | 3.0 | 0.4 | 1.0 | 2.2 | 1.3 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 13.9 | 49.1 | 828.3 | N/A | N/A | -23.0 | 683.5 | -60.7 | -54.6 | 70.5 | 18.3 | N/A | -100.0 | -88.0 | -7.4 | 80.0 | -72.2 | 1250.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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