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NUCL: iShares S&P Global Nuclear Energy Index (ETF)
Basic Info
Asset Class: | MISCELLANEOUS SECTOR |
MyPlanIQ Rating: | (15%) |
Start Date: | 06/26/2008 |
Last Dividend Date: | 12/17/2013 |
12-Mo. Yield | 2.97% |
Expenses | 0.48% |
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Performance Analytics (As of 10/14/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/26/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 3.1 | 4.9 | -1.5 | -3.2 | 0.5 | 16.5 | 1.9 | -23.3 | 4.9 | 37.3 | -38.3 |
Sharpe Ratio | NA | 0.28 | 0.31 | -0.08 | -0.11 | 0.05 | 1.26 | 0.12 | -0.83 | 0.23 | 1.19 | -0.85 |
Draw Down(%) | NA | 6.5 | 16.3 | 34.6 | 55.4 | 6.5 | 10.1 | 15.7 | 34.2 | 19.7 | 24.6 | 55.4 |
Standard Deviation(%) | NA | 11.1 | 15.5 | 19.5 | 29.9 | 11.4 | 13.0 | 15.8 | 28.2 | 21.3 | 31.4 | 72.6 |
Treynor Ratio | NA | 0.05 | 0.04 | -0.01 | -0.07 | 0.01 | 0.25 | 0.01 | -0.23 | 0.04 | 0.98 | -1.46 |
Alpha | NA | -0.02 | -0.03 | -0.05 | -0.03 | -0.04 | 0.07 | -0.07 | -0.09 | -0.04 | 0.08 | -0.21 |
Beta | NA | 0.67 | 1.16 | 1.07 | 0.46 | 0.74 | 0.65 | 1.28 | 1.02 | 1.18 | 0.38 | 0.42 |
RSquared | NA | 0.05 | 0.17 | 0.26 | 0.18 | 0.05 | 0.09 | 0.17 | 0.29 | 0.34 | 0.3 | 0.15 |
Yield(%) | N/A | 1.0 | 2.5 | 1.8 | N/A | 0.0 | 3.4 | 3.0 | 2.3 | 1.2 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -68.5 | 45.7 | N/A | N/A | -100.0 | 11.0 | -1.0 | 102.0 | -20.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2008
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