PortfoliosLab logo

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN (BERZ)

ETF · Currency in USD · Last updated Jul 2, 2022

BERZ is a passive ETF by BMO Financial Group tracking the investment results of the Solactive FANG Innovation Index. BERZ launched on Aug 17, 2021 and has a 0.95% expense ratio.

ETF Info

ISINUS0636795918
CUSIP63679591
IssuerBMO Financial Group
Inception DateAug 17, 2021
RegionNorth America (U.S.)
CategoryInverse Equities
Expense Ratio0.95%
Index TrackedSolactive FANG Innovation Index
ETF Home Pagewww.microsectors.com
Asset ClassEquity

Trading Data

Previous Close$42.75
EMA (50)$35.92
EMA (200)$26.88
Average Volume$110.46K

BERZShare Price Chart


Chart placeholderClick Calculate to get results

BERZPerformance

The chart shows the growth of $10,000 invested in MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN on Aug 19, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,766 for a total return of roughly 67.66%. All prices are adjusted for splits and dividends.


BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN)
Benchmark (^GSPC)

BERZReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M37.37%-7.43%
6M147.17%-19.95%
YTD140.16%-19.74%
1Y67.66%-13.07%
5YN/AN/A
10YN/AN/A

BERZMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

BERZSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


Chart placeholderNot enough data

BERZDividend History


MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN doesn't pay dividends

BERZDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN)
Benchmark (^GSPC)

BERZWorst Drawdowns

The table below shows the maximum drawdowns of the MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN is 49.80%, recorded on Mar 29, 2022. It took 19 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.8%Mar 15, 202211Mar 29, 202219Apr 26, 202230
-38.32%Oct 5, 202134Nov 19, 202142Jan 21, 202276
-35.97%May 12, 202215Jun 2, 20227Jun 13, 202222
-26.42%Jan 28, 20223Feb 1, 202214Feb 22, 202217
-26.39%Jun 17, 20225Jun 24, 2022
-26.34%Feb 24, 20223Feb 28, 20225Mar 7, 20228
-24.72%Apr 28, 20225May 4, 20223May 9, 20228
-18%Aug 19, 20218Aug 30, 202124Oct 4, 202132
-15.21%Mar 8, 20222Mar 9, 20223Mar 14, 20225
-10.55%Jun 15, 20221Jun 15, 20221Jun 16, 20222

BERZVolatility Chart

Current MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN volatility is 119.94%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN)
Benchmark (^GSPC)

Portfolios with MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN


Loading data...