ETF Category Screener
Shared by Jeff Boyd
Pro
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 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% | |
| VanEck Vectors Preferred Securities ex Financials ... | Preferred Stock/Convertible Bonds | 16 июл. 2012 г. | 0.41% | 0.97% | 5.08% | 6.62% | 62 | -35.49% | 1.20 | 1.72 | 1.23 | 6.80 | 1.93 | 1.94% | |
| Invesco Financial Preferred ETF | Preferred Stock/Convertible Bonds | 1 дек. 2006 г. | 0.62% | -0.30% | 2.67% | 6.33% | 22 | -75.69% | 0.42 | 0.63 | 1.08 | 1.65 | 0.74 | 2.10% | |
| Invesco Global Short Term High Yield Bond ETF | High Yield Bonds | 20 июн. 2013 г. | 0.35% | 0.48% | 4.55% | 7.16% | 57 | -20.50% | 1.11 | 1.64 | 1.22 | 6.65 | 1.51 | 0.98% | |
| Invesco Golden Dragon China ETF | China Equities | 9 дек. 2004 г. | 0.70% | -10.21% | 0.21% | 3.53% | 5 | -78.37% | -0.38 | -0.36 | 0.96 | -0.98 | -0.41 | 10.79% | |
| Putnam Focused Large Cap Growth ETF | Actively Managed, Large Cap Growth Equities | 25 мая 2021 г. | 0.55% | -8.88% | — | 0.02% | 33 | -34.73% | 0.67 | 1.14 | 1.16 | 3.29 | 1.00 | 4.98% | |
| Invesco Preferred ETF | Preferred Stock/Convertible Bonds | 31 янв. 2008 г. | 0.52% | -0.52% | 2.73% | 6.18% | 24 | -66.44% | 0.52 | 0.77 | 1.10 | 1.77 | 0.78 | 2.18% | |
| WisdomTree Physical Gold UCITS ETC | Gold | 24 апр. 2007 г. | 0.39% | 10.06% | 13.78% | 0.00% | 80 | -37.19% | 1.66 | 2.13 | 1.32 | 10.58 | 2.81 | 4.45% | |
| Invesco Fundamental High Yield Corporate Bond ETF | High Yield Bonds | 15 нояб. 2007 г. | 0.23% | -1.25% | 4.74% | 5.63% | 50 | -44.79% | 1.04 | 1.49 | 1.23 | 5.44 | 1.41 | 1.06% | |
| Invesco S&P 500 Downside Hedged ETF | Equity Hedged, S&P 500 | 6 дек. 2012 г. | 0.39% | 1.66% | 5.90% | 2.09% | 26 | -17.70% | 0.61 | 0.85 | 1.13 | 1.98 | 0.70 | 3.16% | |
| Purpose Tactical Hedged Equity Fund | — | — | -4.25% | 6.62% | 0.00% | 61 | -21.98% | 1.24 | 1.76 | 1.24 | 6.76 | 1.69 | 1.64% | ||
| Parametric Hedged Equity ETF | Options Trading | 16 окт. 2023 г. | 0.29% | -1.03% | — | 1.10% | 67 | -12.55% | 1.20 | 1.79 | 1.30 | 8.70 | 1.70 | 1.53% |
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.
Загрузка...
5 лет