ETF Category Screener
Shared by Jeff Boyd
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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 Russell 2000 UCITS ETF 1C | Small Cap Blend Equities | 6 мар. 2015 г. | 0.30% | 4.94% | 9.68% | 0.00% | 58 | -41.13% | 2.07 | 2.98 | 1.36 | 14.98 | 5.23 | 2.95% | |
| Xtrackers Russell 2000 UCITS ETF 1C | Small Cap Blend Equities | 6 мар. 2015 г. | 0.30% | 5.66% | 10.69% | 0.00% | 64 | -35.31% | 2.30 | 3.24 | 1.39 | 14.92 | 5.18 | 2.99% | |
| Xtrackers MSCI USA ESG Screened UCITS ETF 1C | Large Cap Blend Equities | 18 мар. 2010 г. | 0.07% | -1.76% | 12.62% | 0.00% | 44 | -40.32% | 1.75 | 2.60 | 1.32 | 12.29 | 3.65 | 2.53% | |
| Xtrackers MSCI USA ESG Screened UCITS ETF 1C | Large Cap Blend Equities | 6 мар. 2015 г. | 0.07% | -1.90% | 13.58% | 0.00% | 49 | -33.00% | 1.95 | 2.87 | 1.37 | 12.09 | 3.55 | 2.65% | |
| SPDR S&P Retail ETF | Consumer Discretionary Equities | 19 июн. 2006 г. | 0.35% | -2.74% | 8.11% | 0.84% | 29 | -65.81% | 1.26 | 2.00 | 1.23 | 6.88 | 2.54 | 4.99% | |
| Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ET... | Leveraged Equities, S&P 500 | 18 мар. 2010 г. | 0.60% | -2.74% | 22.49% | 0.00% | 67 | -59.31% | 2.42 | 3.40 | 1.41 | 19.02 | 4.54 | 4.04% | |
| Xtrackers MSCI Europe Consumer Staples ESG Screene... | Consumer Staples Equities | 3 июл. 2007 г. | 0.20% | -1.40% | 2.99% | 0.00% | 8 | -30.38% | 0.08 | 0.21 | 1.03 | 0.51 | 0.16 | 5.57% | |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS... | Utilities Equities | 3 июл. 2007 г. | 0.20% | 17.90% | 12.33% | 0.00% | 85 | -29.46% | 3.28 | 4.05 | 1.57 | 20.85 | 5.74 | 2.52% | |
| Xtrackers MSCI Europe Financials ESG Screened UCIT... | Financials Equities | 26 июн. 2007 г. | 0.20% | 0.15% | 10.86% | 0.00% | 60 | -66.04% | 2.37 | 3.12 | 1.42 | 13.83 | 3.91 | 3.21% | |
| Xtrackers MSCI Europe Information Technology ESG S... | Technology Equities | 29 июн. 2007 г. | 0.20% | -19.61% | 7.07% | 0.00% | 2 | -40.78% | -0.84 | -1.05 | 0.87 | -1.08 | -0.46 | 13.61% | |
| iShares ESG Aware Canadian Aggregate Bond Index ET... | Canadian Government Bonds | 18 мар. 2019 г. | 0.17% | 0.20% | — | 3.26% | 13 | -17.96% | 0.61 | 0.85 | 1.11 | 1.49 | 0.58 | 1.06% | |
| iShares Core Canadian Short Term Bond Index ETF | Canadian Government Bonds | 20 нояб. 2000 г. | 0.10% | 0.36% | 1.96% | 3.13% | 33 | -8.65% | 1.62 | 2.26 | 1.32 | 7.21 | 1.81 | 0.37% | |
| iShares Conservative Short Term Strategic Fixed In... | Intermediate Core Bond | 1 сент. 2015 г. | 0.44% | -0.18% | 2.06% | 4.18% | 32 | -13.52% | 1.63 | 2.45 | 1.32 | 6.91 | 1.85 | 0.48% | |
| Xtrackers MSCI USA Consumer Discretionary UCITS ET... | Consumer Discretionary Equities | 12 сент. 2017 г. | 0.12% | -5.15% | — | 0.48% | 29 | -34.70% | 1.82 | 2.71 | 1.31 | 1.30 | 0.56 | 12.07% | |
| Xtrackers MSCI USA Consumer Staples UCITS ETF 1D | Consumer Staples Equities | 12 сент. 2017 г. | 0.12% | 8.12% | — | 1.93% | 13 | -14.91% | 0.42 | 0.72 | 1.08 | 2.39 | 0.99 | 3.29% | |
| SPDR S&P Semiconductor ETF | Semiconductors, Technology Equities | 31 янв. 2006 г. | 0.35% | 15.38% | 24.55% | 0.22% | 86 | -64.56% | 3.35 | 3.90 | 1.50 | 23.57 | 7.07 | 5.58% | |
| Xtrackers MSCI Europe Health Care ESG Screened UCI... | Health & Biotech Equities | 26 июн. 2007 г. | 0.20% | -0.45% | 7.64% | 0.00% | 21 | -25.61% | 1.04 | 1.61 | 1.19 | 4.83 | 1.59 | 4.38% | |
| iShares Conservative Strategic Fixed Income ETF | Intermediate Core Bond | 1 сент. 2015 г. | 0.55% | -0.07% | 1.88% | 4.29% | 19 | -22.43% | 0.98 | 1.43 | 1.18 | 4.15 | 1.33 | 0.84% | |
| iShares ESG Aware MSCI EAFE Index ETF | Foreign Large Cap Equities | 18 мар. 2019 г. | 0.28% | 6.50% | — | 2.28% | 61 | -28.64% | 2.42 | 3.36 | 1.45 | 13.73 | 3.20 | 2.80% | |
| iShares ESG Aware MSCI Emerging Markets Index ETF | Emerging Markets Equities | 18 мар. 2019 г. | 0.32% | 10.10% | — | 1.64% | 76 | -37.03% | 2.85 | 3.70 | 1.52 | 16.90 | 4.61 | 3.35% |
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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