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SDIV: Global X SuperDividend ETF (ETF)
Basic Info 23.1 0.14(0.61%) May 17
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (33%) |
Start Date: | 06/09/2011 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 11.23% |
Expenses | 0.58% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/09/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | 6.3 | 19.0 | -8.9 | -6.1 | -3.5 | -1.0 | 5.4 | -26.3 | 3.8 | -21.5 | 13.0 | -15.1 | 9.7 | 13.3 | -8.6 | 4.5 | 14.0 | 16.3 | -14.0 |
Sharpe Ratio | NA | 0.38 | 0.59 | -0.1 | -0.08 | -0.07 | -0.03 | 0.07 | -0.13 | 0.29 | -0.52 | 1.11 | -1.29 | 1.08 | 0.8 | -0.58 | 0.43 | 1.1 | 1.19 | -0.73 |
Draw Down(%) | NA | 8.1 | 12.7 | 69.9 | 69.9 | 69.9 | 69.9 | 17.6 | 67.1 | 15.4 | 54.8 | 13.6 | 20.6 | 5.4 | 11.9 | 18.3 | 12.7 | 14.4 | 11.0 | 25.3 |
Standard Deviation(%) | NA | 14.9 | 16.1 | 128.2 | 101.2 | 72.1 | 64.1 | 16.2 | 221.8 | 13.2 | 41.7 | 10.5 | 12.7 | 8.4 | 16.3 | 14.8 | 10.5 | 12.6 | 13.8 | 32.1 |
Treynor Ratio | NA | 0.05 | 0.08 | -0.48 | -0.1 | -0.06 | -0.03 | 0.01 | 1.2 | 0.05 | -0.17 | 0.14 | -0.23 | 0.11 | 0.15 | -0.1 | 0.05 | 0.15 | 0.21 | -0.25 |
Alpha | NA | -0.03 | 0.0 | 0.31 | 0.17 | 0.08 | 0.06 | -0.04 | 0.92 | -0.01 | -0.14 | -0.02 | -0.02 | -0.04 | 0.03 | -0.02 | 0.03 | 0.0 | 0.01 | 0.02 |
Beta | NA | 1.14 | 1.19 | 0.26 | 0.81 | 0.81 | 0.84 | 1.15 | -0.23 | 0.78 | 1.26 | 0.82 | 0.71 | 0.83 | 0.86 | 0.89 | 0.87 | 0.94 | 0.8 | 0.94 |
RSquared | NA | 0.65 | 0.73 | 0.0 | 0.01 | 0.02 | 0.03 | 0.74 | 0.0 | 0.55 | 0.81 | 0.67 | 0.57 | 0.5 | 0.78 | 0.83 | 0.8 | 0.82 | 0.85 | 0.88 |
Yield(%) | N/A | 3.6 | 11.4 | 13.0 | 9.1 | 6.1 | N/A | 11.1 | 10.8 | 8.6 | 5.2 | 9.0 | 7.3 | 6.8 | 7.4 | 6.2 | 6.4 | 7.1 | 7.7 | 4.0 |
Dividend Growth(%) | N/A | -70.0 | 32.1 | 43.8 | 4.1 | N/A | N/A | 100.8 | 19.8 | 20.7 | -41.0 | -2.5 | 11.1 | 0.0 | 0.0 | -2.7 | -6.9 | -1.9 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/2011
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