Themes US R&D Champions ETF (USRD)
USRD is a passive ETF by Themes tracking the investment results of the Solactive US R&D Champions Index. USRD launched on Dec 12, 2023 and has a 0.29% expense ratio.
ETF Info
| Issuer | Themes |
|---|---|
| Inception Date | Dec 12, 2023 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Solactive US R&D Champions Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
USRD features an expense ratio of 0.29%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: USRD vs. BDGS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Themes US R&D Champions 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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.40% | 17.95% |
| 1 month | 4.32% | 3.13% |
| 6 months | 5.85% | 9.95% |
| 1 year | N/A | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of USRD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.79% | 6.55% | 3.64% | -6.43% | 1.48% | 4.38% | -0.70% | 4.94% | 15.40% | ||||
| 2023 | 3.66% | 3.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Themes US R&D Champions ETF (USRD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Themes US R&D Champions 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 Themes US R&D Champions ETF was 9.27%, occurring on Aug 5, 2024. Recovery took 10 trading sessions.
The current Themes US R&D Champions ETF drawdown is 0.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.27% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -8.44% | Apr 1, 2024 | 15 | Apr 19, 2024 | 52 | Jul 5, 2024 | 67 |
| -4.73% | Aug 26, 2024 | 9 | Sep 6, 2024 | — | — | — |
| -4.57% | Dec 29, 2023 | 4 | Jan 4, 2024 | 10 | Jan 19, 2024 | 14 |
| -2.22% | Jan 30, 2024 | 2 | Jan 31, 2024 | 5 | Feb 7, 2024 | 7 |
Volatility
Volatility Chart
The current Themes US R&D Champions ETF volatility is 5.15%, 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.