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
ETRUX: E*TRADE Russell 2000 Index (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/22/2001 |
| Last Dividend Date: | 12/19/2008 |
| 12-Mo. Yield | 1.48% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/01/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/22/2001 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -46.0 | -19.1 | -6.1 | -1.9 | -14.7 | -39.5 | -1.6 | 18.0 | 4.2 | 17.3 | 45.1 | -20.7 | 0.8 |
| Sharpe Ratio | NA | -0.9 | -0.6 | -0.28 | -0.14 | -0.88 | -0.86 | -0.23 | 0.85 | 0.13 | 0.9 | 2.36 | -0.87 | -0.06 |
| Draw Down(%) | NA | 58.5 | 62.5 | 62.5 | 62.5 | 33.2 | 48.9 | 13.7 | 13.9 | 11.5 | 14.8 | 13.2 | 37.0 | 26.4 |
| Standard Deviation(%) | NA | 51.7 | 35.1 | 29.5 | 26.2 | 43.7 | 47.1 | 20.4 | 17.4 | 16.2 | 18.1 | 18.8 | 25.2 | 22.5 |
| Treynor Ratio | NA | -0.49 | -0.21 | -0.08 | -0.04 | -0.52 | -0.39 | -0.04 | 0.13 | 0.02 | 0.15 | 0.42 | -0.22 | -0.01 |
| Alpha | NA | -0.19 | -0.1 | -0.08 | -0.03 | -0.21 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.94 | 0.99 | 1.01 | 1.0 | 0.74 | 1.03 | 1.1 | 1.14 | 1.11 | 1.12 | 1.06 | 1.0 | 1.0 |
| RSquared | NA | 0.87 | 0.89 | 0.9 | 0.93 | 0.72 | 0.96 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.5 | 5.3 | 6.1 | N/A | 0.0 | 1.4 | 7.8 | 8.2 | 5.4 | 4.8 | 0.6 | 1.1 | 2.8 |
| Dividend Growth(%) | N/A | -83.1 | 78.3 | N/A | N/A | -100.0 | -83.6 | 2.7 | 54.3 | 25.6 | 1063.0 | -58.2 | -60.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/2001
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 SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 05/01/2009.Latest Articles Related to ETRUX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
