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LUX: Tema ETF Trust - Tema Luxury ETF (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/24/1990 |
| Last Dividend Date: | 05/19/2017 |
| 12-Mo. Yield | 1.87% |
| Expenses | - |
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Performance Analytics (As of 02/20/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/24/1990 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | -3.3 | -4.8 | 3.2 | 8.4 | 11.9 | -0.4 | 5.1 | -11.2 | 6.0 | -15.7 | 22.0 | 2.6 | 32.3 | 50.9 | -6.9 | 21.6 | 43.5 | -40.9 | 4.4 | 23.0 | 25.8 | 19.0 | 29.6 | -16.5 | 20.8 | -20.7 | 47.8 | -80.6 | 20.9 | -10.2 | 73.6 | 17.7 | 18.6 | -53.5 | 176.1 | 9.0 |
| Sharpe Ratio | NA | -0.02 | -0.05 | -0.04 | -0.04 | NA | NA | -0.05 | -0.39 | -0.01 | -1.79 | 0.13 | -0.67 | 0.69 | 1.28 | -0.75 | 0.11 | 0.57 | -1.11 | -0.65 | 0.03 | 0.26 | -0.03 | 0.4 | -1.02 | -0.01 | -0.5 | 0.94 | -0.49 | 0.6 | -0.48 | 2.15 | 0.69 | 0.57 | -0.75 | 5.91 | 0.11 |
| Draw Down(%) | NA | 99.9 | 99.9 | 99.9 | 99.9 | NA | NA | 99.9 | 12.3 | 99.9 | 29.3 | 14.5 | 22.8 | 12.1 | 15.5 | 25.6 | 21.7 | 36.1 | 47.9 | 21.7 | 20.2 | 10.5 | 15.0 | 27.2 | 42.8 | 32.5 | 56.9 | 24.2 | 91.8 | 22.8 | 35.1 | 19.9 | 15.2 | 19.4 | 65.1 | 11.7 | 45.5 |
| Standard Deviation(%) | NA | 1358.2 | 628.9 | 470.6 | 325.9 | NA | NA | 196.9 | 98.1 | 1230.2 | 27.7 | 27.1 | 23.7 | 19.9 | 25.5 | 34.0 | 28.1 | 43.7 | 54.4 | 27.2 | 21.7 | 18.5 | 21.8 | 25.9 | 35.6 | 41.9 | 87.5 | 47.5 | 171.9 | 28.8 | 28.1 | 32.5 | 21.4 | 28.8 | 73.7 | 29.0 | 41.2 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.65 | 0.0 | -0.54 | 0.04 | -0.18 | 0.15 | 0.25 | -0.21 | 0.02 | 0.22 | -0.64 | -0.17 | 0.01 | 0.06 | -0.01 | 0.15 | -1.02 | -0.01 | -1.1 | 1.02 | -1.28 | 0.85 | -0.26 | 2.14 | 1.03 | 0.42 | -1.37 | 2.67 | 0.04 |
| Alpha | NA | 872.27 | 174.01 | 98.9 | 47.45 | NA | NA | 16.55 | -1.94 | 691.85 | -0.11 | 0.08 | -0.03 | 0.01 | 0.12 | -0.01 | 0.03 | 0.07 | -0.01 | 0.01 | 0.04 | 0.06 | 0.03 | 0.02 | -0.06 | 0.09 | 0.0 | 0.16 | -0.33 | 0.06 | -0.08 | 0.19 | 0.06 | 0.06 | -0.23 | 0.34 | 0.05 |
| Beta | NA | -637.72 | -186.99 | -128.07 | -23.86 | NA | NA | -11.19 | -0.58 | -2844.79 | 0.92 | 0.96 | 0.91 | 0.93 | 1.29 | 1.2 | 1.23 | 1.12 | 0.94 | 1.06 | 1.24 | 0.75 | 0.92 | 0.68 | 0.35 | 0.51 | 0.4 | 0.44 | 0.66 | 0.2 | 0.53 | 0.33 | 0.14 | 0.39 | 0.41 | 0.64 | 1.13 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.56 | 0.02 | 0.19 | 0.3 | 0.19 | 0.27 | 0.42 | 0.69 | 0.62 | 0.48 | 0.5 | 0.39 | 0.33 | 0.17 | 0.22 | 0.2 | 0.07 | 0.07 | 0.01 | 0.03 | 0.02 | 0.02 | 0.05 | 0.01 | 0.0 | 0.01 | 0.0 | 0.1 | 0.19 |
| Yield(%) | N/A | 1.9 | 2.0 | 2.3 | 3.0 | 5.5 | 0.7 | N/A | 0.0 | 1.9 | 1.6 | 2.9 | 1.7 | 1.8 | 2.2 | 2.1 | 1.8 | 1.8 | 2.5 | 1.8 | 1.5 | 1.4 | 1.5 | 1.7 | 0.9 | 0.9 | 0.9 | 1.3 | 0.2 | 1.1 | 1.0 | 1.4 | 1.1 | 1.6 | 1.7 | 3.5 | 3.5 |
| Dividend Growth(%) | N/A | -2.1 | 55.9 | 83.5 | 230.7 | N/A | N/A | N/A | -100.0 | -2.1 | -38.2 | 79.4 | 17.9 | 19.2 | -0.9 | 36.2 | 44.8 | -57.6 | 37.3 | 49.7 | 32.2 | 11.4 | 7.2 | 52.9 | 25.0 | -23.5 | 6.6 | 8.6 | -76.2 | 3.9 | 18.4 | 54.5 | -23.3 | -56.2 | 31.0 | 3.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/24/1990
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