ETF Category Screener
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Категория
Тикер | Full Name | Категория | Дата создания | Комиссия | Доход с начала года | Доход за 10 лет (в годовом исчислении) | Дивидендный доход | Ранг риск-доходности | Макс. просадка | Коэф-т Шарпа | Коэф-т Сортино | Коэф-т Омега | Коэф-т Мартина | Коэф-т Кальмара | Индекс Язвы |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco DWA Consumer Cyclicals Momentum ETF | Consumer Discretionary Equities | 12 окт. 2006 г. | 0.60% | -6.39% | 8.87% | 0.22% | 24 | -58.39% | 0.43 | 0.78 | 1.10 | 2.52 | 0.78 | 4.89% | |
| Picton Mahoney Fortified Active Extension Alternat... | — | — | 2.45% | — | 0.33% | 84 | -31.50% | 1.76 | 2.35 | 1.32 | 12.36 | 2.90 | 2.65% | ||
| Innovator U.S. Equity Power Buffer ETF - February | Defined Outcome | 31 янв. 2020 г. | 0.79% | -1.12% | — | 0.00% | 65 | -19.98% | 1.17 | 1.76 | 1.29 | 8.72 | 1.66 | 1.37% | |
| iShares Preferred and Income Securities ETF | Preferred Stock/Convertible Bonds | 30 мар. 2007 г. | 0.46% | -0.60% | 3.35% | 5.84% | 30 | -65.55% | 0.64 | 0.94 | 1.12 | 3.01 | 1.07 | 1.88% | |
| Virtus InfraCap U.S. Preferred Stock ETF | Preferred Stock/Convertible Bonds, Actively Managed | 15 мая 2018 г. | 1.47% | -1.94% | — | 9.92% | 29 | -70.52% | 0.66 | 0.89 | 1.14 | 2.94 | 0.84 | 2.45% | |
| Global X U.S. Preferred ETF | Preferred Stock/Convertible Bonds | 11 сент. 2017 г. | 0.23% | -1.04% | — | 6.51% | 21 | -30.93% | 0.41 | 0.62 | 1.08 | 1.73 | 0.60 | 2.08% | |
| ETRACS 2xMonthly Pay Leveraged Preferred Stock Ind... | Leveraged | 25 сент. 2018 г. | 0.85% | -2.55% | — | 13.42% | 14 | -80.68% | 0.08 | 0.25 | 1.03 | 0.66 | 0.26 | 4.81% | |
| InfraCap REIT Preferred ETF | Preferred Stock/Convertible Bonds, REIT | 7 февр. 2017 г. | 0.45% | -2.29% | — | 8.40% | 19 | -53.02% | 0.36 | 0.53 | 1.07 | 1.06 | 0.44 | 2.69% | |
| Global X Variable Rate Preferred ETF | Preferred Stock/Convertible Bonds | 22 июн. 2020 г. | 0.25% | 0.07% | — | 8.32% | 15 | -18.96% | 0.18 | 0.27 | 1.04 | 0.79 | 0.26 | 1.41% | |
| Invesco Dorsey Wright Financial Momentum ETF | Financials Equities | 12 окт. 2006 г. | 0.60% | -6.41% | 7.71% | 0.76% | 12 | -59.53% | -0.00 | 0.15 | 1.02 | 0.30 | 0.10 | 4.87% | |
| Picton Mahoney Fortified Income Alternative Fund | — | — | -0.22% | — | 4.22% | 81 | -17.12% | 1.54 | 2.29 | 1.29 | 10.55 | 3.29 | 0.37% | ||
| Invesco Fundamental Investment Grade Corporate Bon... | Corporate Bonds | 15 сент. 2011 г. | 0.22% | 0.20% | 2.61% | 4.34% | 77 | -15.58% | 1.49 | 2.07 | 1.29 | 9.67 | 2.69 | 0.56% | |
| Simplify Interest Rate Hedge ETF | Hedge Fund, Actively Managed | 10 мая 2021 г. | 0.50% | -5.49% | — | 10.45% | 14 | -36.17% | 0.08 | 0.38 | 1.04 | 0.21 | 0.13 | 17.54% | |
| AAM Low Duration Preferred and Income Securities E... | Preferred Stock/Convertible Bonds | 19 нояб. 2019 г. | 0.45% | 0.56% | — | 6.03% | 20 | -33.20% | 0.38 | 0.55 | 1.08 | 1.76 | 0.49 | 1.12% | |
| Picton Mahoney Fortified Long Short Alternative Fu... | — | — | 0.85% | — | 0.00% | 76 | -11.82% | 1.47 | 2.15 | 1.30 | 9.59 | 2.36 | 1.72% | ||
| Invesco Dividend Achievers™ ETF | Large Cap Growth Equities, Dividend | 15 сент. 2005 г. | 0.53% | -0.02% | 11.15% | 1.44% | 47 | -53.21% | 0.91 | 1.38 | 1.20 | 5.99 | 1.30 | 2.32% | |
| Picton Mahoney Fortified Market Neutral Alternativ... | — | — | -0.12% | — | 0.80% | 50 | -13.04% | 1.00 | 1.52 | 1.20 | 4.49 | 1.60 | 1.24% | ||
| PGIM Floating Rate Income ETF | Bank Loan | 17 мая 2022 г. | 0.72% | -0.20% | — | 7.17% | 46 | -8.83% | 0.70 | 0.84 | 1.37 | 6.96 | 0.74 | 0.82% | |
| Picton Mahoney Fortified Special Situations Altern... | — | — | -0.60% | — | 5.50% | 57 | -6.77% | 1.04 | 1.65 | 1.30 | 4.92 | 1.69 | 0.79% | ||
| Putnam Sustainable Future ETF | Actively Managed, Sustainable | 25 мая 2021 г. | 0.64% | -6.36% | — | 0.00% | 17 | -44.86% | 0.20 | 0.45 | 1.06 | 1.28 | 0.43 | 5.03% |
График отношения риска к доходности
График отношения риска к доходности позволяет быстро сравнивать фонды, акции и ETF в одном представлении. Он отображает доходность инструмента в годовом выражении на одной оси и риск (волатильность) на другой.
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