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FCL: Focus Morningstar Consumer Cyclical Index ETF (ETF)
Basic Info
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/30/2011 |
| Last Dividend Date: | 07/08/2014 |
| 12-Mo. Yield | 6.30% |
| Expenses | 0.19% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/30/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 20.9 | 31.1 | 27.4 | 26.5 | -23.8 | 107.9 | 30.9 | 0.2 |
| Sharpe Ratio | NA | 0.7 | 0.82 | 0.78 | 5.72 | -0.72 | 2.91 | 0.77 | 0.01 |
| Draw Down(%) | NA | 18.3 | 38.6 | 38.6 | 4.8 | 33.0 | 16.4 | 30.2 | 20.3 |
| Standard Deviation(%) | NA | 29.7 | 37.9 | 34.9 | 29.4 | 33.3 | 37.1 | 40.4 | 26.6 |
| Treynor Ratio | NA | 1.18 | 0.59 | 0.53 | 4.12 | -1.08 | 1.78 | 0.42 | 0.01 |
| Alpha | NA | 0.08 | 0.1 | 0.09 | 0.46 | -0.09 | 0.24 | 0.09 | 0.02 |
| Beta | NA | 0.18 | 0.52 | 0.51 | 0.41 | 0.22 | 0.61 | 0.75 | 0.49 |
| RSquared | NA | 0.0 | 0.03 | 0.05 | 0.03 | 0.01 | 0.03 | 0.06 | 0.22 |
| Yield(%) | N/A | 6.3 | 4.1 | N/A | 0.0 | 5.1 | 0.0 | 0.7 | 1.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -33.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2011
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