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IPO: Renaissance IPO ETF (ETF)
Basic Info 53.53 3.16(5.57%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/16/2013 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 0.61% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/16/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.4 | 17.3 | 24.7 | 20.4 | -2.5 | 10.6 | 8.4 | 7.5 | 15.7 | 52.5 | -57.3 | -10.3 | 107.9 | 34.4 | -17.2 | 37.2 | -0.6 | -8.4 | 6.9 | 7.6 |
| Sharpe Ratio | NA | 1.26 | 0.75 | 0.59 | -0.14 | 0.28 | 0.24 | 0.14 | 0.49 | 1.7 | -1.08 | -0.32 | 2.56 | 1.58 | -0.83 | 3.02 | -0.04 | -0.48 | 0.41 | 2.82 |
| Draw Down(%) | NA | 18.0 | 26.2 | 32.0 | 66.0 | 68.8 | 68.8 | 32.0 | 15.9 | 20.1 | 58.9 | 29.0 | 38.5 | 17.6 | 31.3 | 5.0 | 24.0 | 23.0 | 13.2 | 4.2 |
| Standard Deviation(%) | NA | 33.9 | 29.5 | 29.2 | 35.9 | 31.6 | 29.3 | 32.9 | 24.6 | 29.0 | 54.5 | 31.9 | 41.8 | 20.8 | 22.5 | 12.1 | 19.2 | 17.5 | 16.8 | 15.0 |
| Treynor Ratio | NA | 0.23 | 0.12 | 0.11 | -0.03 | 0.07 | 0.06 | 0.03 | 0.08 | 0.3 | -0.33 | -0.07 | 1.23 | 0.24 | -0.18 | 0.31 | -0.01 | -0.09 | 0.06 | 0.36 |
| Alpha | NA | 0.03 | -0.06 | -0.03 | -0.06 | -0.02 | -0.02 | -0.06 | -0.06 | 0.04 | -0.14 | -0.16 | 0.24 | -0.02 | -0.05 | 0.04 | -0.05 | -0.03 | -0.03 | -0.02 |
| Beta | NA | 1.84 | 1.81 | 1.58 | 1.65 | 1.28 | 1.25 | 1.49 | 1.52 | 1.67 | 1.79 | 1.41 | 0.87 | 1.35 | 1.01 | 1.18 | 1.1 | 0.93 | 1.17 | 1.16 |
| RSquared | NA | 0.6 | 0.59 | 0.68 | 0.63 | 0.56 | 0.56 | 0.74 | 0.64 | 0.61 | 0.67 | 0.37 | 0.54 | 0.68 | 0.58 | 0.47 | 0.61 | 0.67 | 0.67 | 0.48 |
| Yield(%) | N/A | 0.1 | 0.6 | 0.4 | 0.1 | 0.4 | N/A | 0.7 | 0.1 | 0.0 | 0.0 | 0.0 | 0.2 | 0.6 | 0.4 | 0.6 | 0.4 | 0.1 | 2.6 | 0.1 |
| Dividend Growth(%) | N/A | -89.7 | 110.5 | N/A | -22.6 | N/A | N/A | 480.8 | N/A | N/A | N/A | -100.0 | -54.5 | 26.1 | -6.5 | 47.0 | 275.3 | -96.0 | 3500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2013
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