Columbia Research Enhanced Core ETF (RECS)
RECS is a passive ETF by Ameriprise Financial tracking the investment results of the Beta Advantage Research Enhanced U.S. Equity Index. RECS launched on Sep 25, 2019 and has a 0.15% expense ratio.
ETF Info
| Issuer | Ameriprise Financial |
|---|---|
| Inception Date | Sep 25, 2019 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | Beta Advantage Research Enhanced U.S. Equity Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
RECS features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: RECS vs. SPGP, RECS vs. IUS, RECS vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Research Enhanced Core ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Research Enhanced Core ETF had a return of 11.01% year-to-date (YTD) and 27.70% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.01% | 8.76% |
| 1 month | -0.16% | -0.32% |
| 6 months | 21.09% | 18.48% |
| 1 year | 27.70% | 25.36% |
| 5 years (annualized) | N/A | 12.60% |
| 10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.42% | 5.21% | 3.75% | -4.00% | ||||||||
| 2023 | -2.03% | 8.41% | 4.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of RECS is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
RECS (Columbia Research Enhanced Core ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Research Enhanced Core ETF (RECS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Research Enhanced Core ETF granted a 0.90% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.32 | $5.56 | $0.27 | $0.11 |
Dividend yield | 0.90% | 1.00% | 1.41% | 20.64% | 1.09% | 0.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Research Enhanced Core ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.56 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
| 2019 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Research Enhanced Core ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Research Enhanced Core ETF was 34.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Columbia Research Enhanced Core ETF drawdown is 0.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.29% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -22.08% | Dec 30, 2021 | 190 | Sep 30, 2022 | 206 | Jul 28, 2023 | 396 |
| -9.64% | Jul 31, 2023 | 64 | Oct 27, 2023 | 24 | Dec 1, 2023 | 88 |
| -9.58% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -5.71% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
Volatility
Volatility Chart
The current Columbia Research Enhanced Core ETF volatility is 4.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.