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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Xtrackers MSCI USA ESG Leaders Equity ETF | Large Cap Growth Equities | 7 мар. 2019 г. | 0.10% | -4.75% | — | 1.09% | 66 | -34.10% | 1.96 | 3.10 | 1.40 | 9.58 | 2.22 | 2.60% | |
| WisdomTree 1-3 Year Laddered Treasury Fund | Government Bonds | 12 мар. 2024 г. | 0.15% | 0.29% | — | 3.68% | 79 | -1.01% | 2.38 | 3.73 | 1.49 | 13.73 | 3.74 | 0.24% | |
| Global X Enhanced S&P 500 Index ETF | Leveraged Equities, S&P 500 | 21 мая 2024 г. | 1.34% | -3.91% | — | 0.00% | 58 | -23.90% | 1.71 | 2.78 | 1.53 | 8.15 | 2.33 | 3.09% | |
| ProShares Ultra 7-10 Year Treasury | Leveraged Bonds, Leveraged | 19 янв. 2010 г. | 0.95% | -1.01% | -1.91% | 3.42% | 12 | -47.99% | 0.16 | 0.30 | 1.03 | 0.44 | 0.20 | 3.73% | |
| VictoryShares Short-Term Bond ETF | Short-Term Bond | 24 окт. 2017 г. | 0.34% | 0.43% | — | 4.60% | 96 | -5.32% | 3.61 | 6.15 | 1.86 | 22.73 | 5.32 | 0.20% | |
| SPDR Bloomberg US Treasury Bond UCITS ETF | Government Bonds | 3 июн. 2011 г. | 0.15% | 1.84% | 2.17% | 4.81% | 9 | -23.02% | -0.04 | -0.01 | 1.00 | 0.09 | 0.05 | 4.10% | |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF ... | Large Cap Blend Equities | 16 окт. 2018 г. | 0.25% | 1.45% | — | 0.00% | 46 | -35.36% | 1.34 | 1.99 | 1.26 | 9.03 | 3.25 | 1.80% | |
| UBS ETF (LU) MSCI Pacific Socially Responsible UCI... | Asia Pacific Equities | 2 июл. 2020 г. | 0.28% | 1.79% | — | 0.00% | 36 | -19.61% | 1.20 | 1.80 | 1.23 | 7.15 | 2.24 | 2.79% | |
| VictoryShares US Small Mid Cap Value Momentum ETF | Momentum, Small Cap Value Equities | 24 окт. 2017 г. | 0.29% | 5.64% | — | 1.88% | 77 | -42.38% | 2.05 | 3.10 | 1.40 | 13.27 | 3.60 | 2.27% | |
| US Treasury 7 Year Note ETF | Government Bonds | 27 мар. 2023 г. | 0.15% | -0.06% | — | 3.74% | 20 | -8.27% | 0.74 | 1.09 | 1.13 | 2.43 | 0.90 | 1.10% | |
| iShares ESG Advanced MSCI USA ETF | Large Cap Growth Equities | 16 июн. 2020 г. | 0.10% | -1.87% | — | 0.99% | 68 | -29.54% | 1.82 | 2.77 | 1.36 | 10.61 | 2.68 | 2.58% | |
| US Treasury 10 Year Note ETF | Government Bonds | 8 авг. 2022 г. | 0.15% | 0.03% | — | 4.06% | 20 | -13.36% | 0.65 | 0.96 | 1.11 | 1.61 | 0.65 | 1.56% | |
| Virtus Reaves Utilities ETF | Utilities Equities, Actively Managed | 23 сент. 2015 г. | 0.49% | 3.02% | 13.12% | 1.45% | 56 | -35.39% | 1.76 | 2.37 | 1.31 | 5.34 | 2.11 | 5.49% | |
| Evolve Canadian Utilities Enhanced Yield Index Fun... | Derivative Income | 3 сент. 2024 г. | 0.60% | 9.75% | — | 17.41% | 86 | -10.19% | 2.70 | 3.69 | 1.50 | 12.27 | 4.12 | 1.76% | |
| US Treasury 30 Year Bond ETF | Government Bonds | 27 мар. 2023 г. | 0.15% | 0.36% | — | 4.57% | 8 | -21.86% | -0.01 | 0.07 | 1.01 | -0.46 | -0.22 | 4.57% | |
| SPDR MSCI Europe Utilities UCITS ETF | Utilities Equities | 5 дек. 2014 г. | 0.18% | 17.42% | 11.56% | 0.00% | 94 | -34.59% | 3.49 | 4.41 | 1.63 | 18.84 | 5.79 | 2.24% | |
| Global X Equal Weight Canadian Utilities Index ETF | Utilities Equities | 9 авг. 2022 г. | — | 13.61% | — | 3.48% | 94 | -25.61% | 3.80 | 5.30 | 1.74 | 16.57 | 5.70 | 1.59% | |
| SPDR Bloomberg US TIPS UCITS ETF | Inflation-Protected Bonds | 2 дек. 2015 г. | 0.17% | -0.32% | 162.44% | 243.51% | — | -1,359.33% | — | -1.01 | 0.20 | -65.18 | -25.91 | 2.60% | |
| US Treasury 3 Year Note ETF | Government Bonds | 27 мар. 2023 г. | 0.15% | 0.15% | — | 3.48% | 48 | -2.80% | 1.56 | 2.35 | 1.29 | 7.24 | 2.16 | 0.43% | |
| Vesper U.S. Large Cap Short-Term Reversal Strategy... | Large Cap Blend Equities | 21 сент. 2018 г. | 0.75% | — | — | 0.00% | — | — | — | — | — | — | — | — |
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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