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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Day Hagan/Ned Davis Research Smart Sector Fixed In... | Nontraditional Bonds | 28 сент. 2021 г. | 0.81% | -0.03% | — | 3.38% | 33 | -16.07% | 0.75 | 1.06 | 1.13 | 3.45 | 1.27 | 0.96% | |
| Proshares Ultrashort Semiconductors | Leveraged Equities, Leveraged | 30 янв. 2007 г. | 0.95% | -6.51% | -59.02% | 5.58% | 1 | -100.00% | -1.00 | -1.92 | 0.75 | -1.05 | -0.91 | 73.75% | |
| PIMCO US Short-Term High Yield Corporate Bond Inde... | High Yield Bonds | 14 мар. 2012 г. | 0.55% | 1.60% | 6.62% | 6.97% | 43 | -15.94% | 0.78 | 1.10 | 1.15 | 5.39 | 2.09 | 1.41% | |
| iShares Physical Silver ETC | Precious Metals | 8 апр. 2011 г. | 0.20% | 2.35% | 17.55% | 0.00% | 85 | -69.95% | 2.05 | 2.35 | 1.38 | 9.85 | 3.17 | 12.48% | |
| Invesco Physical Silver ETC | Precious Metals | 13 апр. 2011 г. | 0.19% | 0.79% | 16.69% | 0.00% | 84 | -74.62% | 2.06 | 2.35 | 1.38 | 9.46 | 3.09 | 13.27% | |
| ProShares Ultra S&P500 | Leveraged Equities, S&P 500 | 19 июн. 2006 г. | 0.87% | -8.75% | 21.33% | 0.81% | 39 | -84.67% | 0.72 | 1.22 | 1.18 | 5.03 | 1.19 | 5.49% | |
| Syntax Stratified LargeCap ETF | Large Cap Blend Equities | 4 янв. 2019 г. | 0.30% | 2.17% | — | 1.35% | 44 | -16.16% | 0.87 | 1.33 | 1.19 | 5.74 | 1.24 | 2.62% | |
| Day Hagan/Ned Davis Research Smart Sector ETF | Large Cap Growth Equities, Actively Managed | 17 янв. 2020 г. | 0.81% | -2.93% | — | 0.53% | 47 | -23.75% | 0.88 | 1.35 | 1.20 | 6.41 | 1.40 | 2.59% | |
| Day Hagan/Ned Davis Research Smart Sector Internat... | Foreign Large Cap Equities | 30 июн. 2022 г. | 1.15% | 0.78% | — | 2.64% | 68 | -13.91% | 1.36 | 1.90 | 1.28 | 7.59 | 1.96 | 2.91% | |
| Macquarie Tax-Free USA Short Term ETF | Municipal Bonds | 28 нояб. 2023 г. | 0.29% | 0.66% | — | 3.21% | 88 | -1.42% | 2.71 | 3.53 | 1.73 | 9.59 | 2.66 | 0.39% | |
| Performance Trust Short Term Bond ETF | Short-Term Bond | 8 апр. 2024 г. | 0.65% | 0.68% | — | 4.99% | 96 | -1.18% | 2.72 | 3.70 | 1.63 | 18.33 | 4.49 | 0.29% | |
| Schwab Crypto Thematic ETF | Blockchain | 4 авг. 2022 г. | 0.30% | -11.99% | — | 2.23% | 37 | -54.11% | 0.81 | 1.48 | 1.17 | 2.16 | 1.05 | 26.25% | |
| PIMCO US Short-Term High Yield Corporate Bond Inde... | High Yield Bonds | 11 дек. 2017 г. | 0.60% | -0.54% | 3.66% | 7.07% | 72 | -24.40% | 1.15 | 1.69 | 1.26 | 12.12 | 2.84 | 0.51% | |
| PIMCO US Short-Term High Yield Corporate Bond Inde... | High Yield Bonds | 28 мая 2015 г. | 0.55% | 0.39% | 5.85% | 7.02% | 92 | -21.75% | 1.88 | 2.56 | 1.42 | 21.32 | 5.10 | 0.42% | |
| iShares 0-5 Year TIPS Bond ETF | Inflation-Protected Bonds | 1 дек. 2010 г. | 0.06% | 1.11% | 3.11% | 3.42% | 94 | -5.50% | 2.26 | 3.46 | 1.49 | 14.52 | 4.28 | 0.28% | |
| iShares Factors US Growth Style ETF | Large Cap Growth Equities | 14 янв. 2020 г. | 0.25% | -4.65% | — | 0.31% | 58 | -31.34% | 1.04 | 1.59 | 1.22 | 7.02 | 1.95 | 3.80% | |
| Stance Equity ESG Large Cap Core ETF | Large Cap Growth Equities, Actively Managed | 16 мар. 2021 г. | 0.85% | 3.79% | — | 0.98% | 45 | -22.33% | 0.91 | 1.37 | 1.19 | 5.60 | 1.37 | 2.96% | |
| State Street DoubleLine Short Duration Total Retur... | Short-Term Bond | 13 апр. 2016 г. | 0.45% | 0.41% | — | 4.42% | 96 | -6.07% | 2.54 | 3.64 | 1.59 | 18.72 | 5.60 | 0.23% | |
| PIMCO 1-5 Year US TIPS Index ETF | Inflation-Protected Bonds | 20 авг. 2009 г. | 0.20% | 0.95% | 2.84% | 3.07% | 80 | -6.77% | 1.69 | 2.42 | 1.34 | 8.65 | 2.91 | 0.45% | |
| Strive 500 ETF | Large Cap Growth Equities | 15 сент. 2022 г. | 0.05% | -3.86% | — | 1.18% | 51 | -19.00% | 0.95 | 1.47 | 1.21 | 6.88 | 1.52 | 2.67% |
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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