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NYC: New York City REIT Inc (ETF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2004 |
Last Dividend Date: | 09/24/2014 |
12-Mo. Yield | 2.14% |
Expenses | 0.25% |
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Performance Analytics (As of 10/14/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/05/2004 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.3 | 7.7 | 14.6 | 9.8 | 6.3 | 5.8 | 0.9 | 26.3 | 15.0 | -3.6 | 12.3 | 27.9 | -40.2 | 7.5 | 19.5 | 7.4 | 7.7 |
Sharpe Ratio | NA | 0.8 | 1.08 | 0.58 | 0.26 | 0.23 | 0.12 | 2.34 | 1.08 | -0.15 | 0.63 | 0.96 | -1.03 | 0.27 | 1.42 | 0.49 | 0.94 |
Draw Down(%) | NA | 6.9 | 12.0 | 23.2 | 58.3 | 58.3 | 6.9 | 7.0 | 12.0 | 23.2 | 16.6 | 28.5 | 52.0 | 10.6 | 9.9 | 7.4 | 7.1 |
Standard Deviation(%) | NA | 9.6 | 13.5 | 16.8 | 20.9 | 20.4 | 9.7 | 11.2 | 13.9 | 23.5 | 19.4 | 29.1 | 39.9 | 16.3 | 11.5 | 10.5 | 10.1 |
Treynor Ratio | NA | 0.11 | 0.16 | 0.11 | 0.06 | 0.05 | 0.02 | 0.29 | 0.16 | -0.04 | 0.13 | 0.27 | -0.43 | 0.05 | 0.16 | 0.07 | 0.14 |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.72 | 0.89 | 0.91 | 0.95 | 0.95 | 0.71 | 0.9 | 0.93 | 0.87 | 0.97 | 1.05 | 0.95 | 0.98 | 1.05 | 0.73 | 0.68 |
RSquared | NA | 0.65 | 0.76 | 0.79 | 0.88 | 0.87 | 0.67 | 0.8 | 0.75 | 0.77 | 0.83 | 0.97 | 0.95 | 0.9 | 0.86 | 0.51 | 0.53 |
Yield(%) | N/A | 2.3 | 3.0 | 2.7 | 2.0 | N/A | 1.7 | 2.6 | 2.8 | 2.3 | 1.6 | 2.8 | 0.5 | 1.2 | 1.0 | 0.4 | 0.1 |
Dividend Growth(%) | N/A | -0.5 | 39.4 | 144.8 | N/A | N/A | -23.4 | 5.1 | 13.4 | 56.4 | -28.1 | 264.3 | -56.7 | 29.3 | 200.0 | 316.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2004
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