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SYLD: Cambria Shareholder Yield ETF (ETF)
Basic Info 78.28 0.76(0.96%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 05/14/2013 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 2.31% |
| Expenses | 0.59% |
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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 05/14/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 13.3 | 25.9 | 13.7 | 5.6 | 12.9 | 11.9 | 3.9 | 3.4 | 16.5 | -6.1 | 48.3 | 13.5 | 27.0 | -13.5 | 19.9 | 14.0 | -0.9 | 10.8 | 17.8 |
| Sharpe Ratio | NA | 2.19 | 1.5 | 0.59 | 0.15 | 0.49 | 0.5 | 0.05 | -0.02 | 0.7 | -0.28 | 2.05 | 0.29 | 1.54 | -0.9 | 1.9 | 0.95 | -0.06 | 0.91 | 2.28 |
| Draw Down(%) | NA | 6.9 | 6.9 | 26.6 | 26.6 | 45.4 | 45.4 | 21.9 | 10.6 | 16.5 | 20.0 | 13.2 | 45.4 | 11.8 | 23.7 | 4.7 | 12.1 | 11.6 | 9.3 | 5.3 |
| Standard Deviation(%) | NA | 14.2 | 15.5 | 17.6 | 20.6 | 23.0 | 21.2 | 21.4 | 15.6 | 18.4 | 26.7 | 23.5 | 46.4 | 16.5 | 16.5 | 10.2 | 14.5 | 14.8 | 11.9 | 12.9 |
| Treynor Ratio | NA | 0.31 | 0.2 | 0.09 | 0.03 | 0.1 | 0.1 | 0.01 | 0.0 | 0.12 | -0.07 | 0.38 | 0.12 | 0.21 | -0.15 | 0.17 | 0.15 | -0.01 | 0.11 | 0.29 |
| Alpha | NA | 0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.03 | -0.04 | 0.02 | 0.02 | 0.03 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 1.0 | 1.17 | 1.15 | 1.17 | 1.11 | 1.09 | 1.21 | 1.16 | 1.1 | 1.15 | 1.28 | 1.07 | 1.23 | 1.03 | 1.11 | 0.9 | 0.94 | 0.99 | 1.03 |
| RSquared | NA | 0.71 | 0.75 | 0.8 | 0.83 | 0.83 | 0.84 | 0.86 | 0.77 | 0.79 | 0.88 | 0.7 | 0.86 | 0.84 | 0.88 | 0.78 | 0.88 | 0.94 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.6 | 2.3 | 2.4 | 2.2 | 3.8 | N/A | 2.3 | 2.1 | 2.2 | 2.0 | 3.3 | 2.2 | 2.5 | 2.1 | 1.7 | 1.4 | 6.4 | 4.7 | 1.4 |
| Dividend Growth(%) | N/A | -72.8 | 4.2 | 2.6 | 100.7 | N/A | N/A | 11.8 | 7.5 | -0.3 | -9.3 | 61.5 | 6.5 | 2.0 | 43.9 | 45.0 | -80.4 | 47.7 | 275.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2013
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