"2006 00:00": "", "2003 00:00": "", { null, "2001 00:00": "", "2015 00:00": "", "passported_countries": "['USA']", "passported_countries": "['USA']", .row td:nth-child(8) a, .row td:nth-child(4) a { display:block; max-width: 100px } null, "is_private_data": false, columnDefs: [ "2004 00:00": "", "2014 00:00": "", "29": [], "2011 00:00": "", "domicile_country": "USA", "domicile_country": "CAN", "is_ucits_compliant": null, "2016 00:00": "", "management_company_country": "United States", "2011 00:00": "", "is_private_data": false, .dataTables_wrapper .dataTables_length { float:left } null, "2018 00:00": "" The table below includes basic holdings data for all U.S. listed Leveraged ETFs that are currently tagged by ETF Database. "allowed_platform_user_groups": "['MSTAR_etf_licensees']", P. Morgan Chase Bank NA', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'J. "2009 00:00": "", For the 18-year period 1994-2011, the S&P 500 Index. .dataTables_wrapper .dataTables_paginate .ellipsis { padding:0 1em } "track_record_months": 423, "2011 00:00": "", null, "region_exposure": "UK", "2013 00:00": "", { "2015 00:00": "", ], "2014 00:00": "", So, what are the oldest ETF funds in Edgefolios platform? null, ", "is_aifmd_compliant": "", "2015 00:00": "", They aren't really designed as long-term products and are more suited to active investors. "2000 00:00": "", "2004 00:00": "", "2001 00:00": "", "2010 00:00": "", "2001 00:00": "", "private_data_owning_users": "[]", "passported_countries": "['GBR']", "name": "Family Charities Ethical Tr", "2017 00:00": "", "inception_date": "", table.dataTable thead th:first-child { padding-right: 16px !important } "is_private_data": false, "2004 00:00": "", null, } "inception_date": "", "2014 00:00": "", "2008 00:00": "", "2008 00:00": "", "is_active": true, "last_updated": "2019-08-31T01:00:00+01:00", "2015 00:00": "", "2004 00:00": "", null, "last_three_years_performance": 43.3, Following is the list of all 10 exchange-traded funds that FKnol has in its database for ETFs which belong to the Leveraged Bond category: All Leveraged Bond ETFs List of All Leveraged Bond ETFs 1-9 10-10 "is_aifmd_compliant": "", The following list of bond exchange-traded funds is sorted by category, from short-term bond ETFs to leveraged bond ETFs and everything in between. "2003 00:00": "", null, "1999 00:00": "", "2014 00:00": "", null, null, "2008 00:00": "", "is_active": true, null, "security_type": "ETF", "location": "{'lon': -75.419471, 'lat': 40.073868}", targets: 2, "management_company_country": "United States", "passported_countries": "['USA']", paging: false, "isin_numbers": "[]", "track_record_months": 500, "is_edited_by_manager": false, "2012 00:00": "", "2005 00:00": "", "2005 00:00": "", "latest_month_performance": -3.93, table.dataTable tbody th.dt-body-left,table.dataTable tbody td.dt-body-left { text-align:left } null, $('.league-table').each(function(i){ "2007 00:00": "", "2002 00:00": "", "2012 00:00": "", "2008 00:00": "", "2007 00:00": "", "2010 00:00": "", "passported_countries": "['JPN', 'USA']", (Video) Chip Shortage Analysis. "2003 00:00": "", null, "30": [ A leveraged ETF is an exchange-traded fund that uses debt or financial derivatives as leverage to amplify the returns of a benchmark index, such as the S&P 500. "last_three_years_performance": 29.21, "2014 00:00": "", "1999 00:00": "", "is_aifmd_compliant": "", "is_available_through_managed_account": "", Brown', 'Karen Q. Wong', 'Lowell J. Bennett', 'Warren Chiang', 'Todd W. Wakefield', 'John C. Bailer', 'Edward R. Walter', 'Brian C. Ferguson', 'Stephen Murphy', 'Thant Han', 'John E Hosa', 'Jeffrey Burger', 'Daniel Marques', 'Jay A. Malikowski', 'Robert C. Zeuthen', 'James D Kaniclides', 'Amanda A Abdella', 'James A. Lydotes', 'Frederica Josephine Shea', 'John R Porter', 'Anthony Honko', 'Amy Lowen', 'Sara K Cummins', 'Patrick Kent', 'Scott Zaleski', 'Nathaniel A Hyde', 'Jonathan Mauceli', 'Linda Lam', 'Mark A. Bogar', 'Matthew N. Fontaine', 'James M. Boyd', 'Dale A. Dutile', 'Joseph M. Corrado', 'Thomas C. Casey', 'David R. Bowser', 'Bradley J. Bennett', 'Sean P. Fitzgibbon']", "passported_countries": "['CAN']", "inception_date": "", { null, "2009 00:00": "", "is_active": true, "private_data_owning_users": "[]", "private_data_owning_users": "[]", "2017 00:00": "", table.dataTable.display tbody tr.odd.selected>.sorting_1,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_1 { background-color:#a6b4cd } "2007 00:00": "", "year_to_date": 18.15, "latest_aum_usd": null, "31": [ "2010 00:00": "", @media screen and (max-width: 420px) { /* mobile */ @media screen and (max-width: 767px) { .dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_paginate { float:none; text-align:center } "2011 00:00": "", "name": "Northwestern Mutual Ser Index 500 Stk", "2010 00:00": "", "2001 00:00": "", "2008 00:00": "", By default the list is ordered by descending total market capitalization. "2017 00:00": "", "2013 00:00": "", "2008 00:00": "", "strategy_description": "This passively managed fund is constructed to replicate its benchmark, the S&P 500, representing the large cap U.S. equity market. null, Three years later, the State Street Global Investors released the, (called the SPDR or spider for short) on January 22of 1993. "1999 00:00": "", null, for (var j in data) { // normalize AUM and add rank column "latest_month": "Aug-19", "management_company_name": "Vanguard Group Inc", "fund_id": 54506, "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2003 00:00": "", "2008 00:00": "", null, table.dataTable thead th.dt-head-nowrap,table.dataTable thead td.dt-head-nowrap,table.dataTable tfoot th.dt-head-nowrap,table.dataTable tfoot td.dt-head-nowrap { white-space:nowrap } "2001 00:00": "", "compounded_annual_return": 10.72, The Nationwide Risk-Managed Income ETF ( NUSI) offers investors a strong 7.4% yield and downside protection, perfect for income investors and retirees. "maximum_drawdown": -46.21, null, "2000 00:00": "", (source: Investopedia A brief History of Exchange-Traded Funds). "methodology": "Large Blend", "management_company_city": "Dallas", "2004 00:00": "", null, "31": [ table.dataTable { width: 1100px !important; margin-left: calc((100% - 1100px) / 2); clear:both; border-collapse:separate; border-spacing:0; border: 1px solid #e7eaeb; border-radius: 8px; font-family: Graphik, sans-serif; font-size: 12px; padding: 4px 0 12px; background-color: #f9f9f9; max-width: none; } "2001 00:00": "", "manager_selection_status": "", ], "2009 00:00": "", Easily browse and evaluate ETFs by visiting our Responsible Investing themes section and find ETFs that map to various environmental, social and governance themes. "2018 00:00": "" "2006 00:00": "", "2013 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2017 00:00": "", "2010 00:00": "", "2004 00:00": "", } null, "annualized_volatility": 7.47, null, null, { .row td:nth-child(8), .row td:nth-child(4) { max-width:100px; white-space:normal !important } "is_private_data": false, table.dataTable.cell-border tbody th,table.dataTable.cell-border tbody td { border-top:1px solid #ddd; border-right:1px solid #ddd } This page includes historical return information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. "2004 00:00": "", null, ETF Screener . "2000 00:00": "", "2003 00:00": "", .dataTables_wrapper .dataTables_paginate .paginate_button:hover { color:white !important; border:1px solid #111; background-color:#585858; background:-webkit-gradient(linear, left top, left bottom, color-stop(0%, #585858), color-stop(100%, #111)); background:-webkit-linear-gradient(top, #585858 0%, #111 100%); background:-moz-linear-gradient(top, #585858 0%, #111 100%); background:-ms-linear-gradient(top, #585858 0%, #111 100%); background:-o-linear-gradient(top, #585858 0%, #111 100%); background:linear-gradient(to bottom, #585858 0%, #111 100%) } "30": [ "strategy": "UK Equity Large Cap", null, The next attempt at the creation of the modern Exchange Traded Fund was launched by theToronto Stock Exchangein 1990 and calledToronto 35 Index Participation Units(TIPs35). By "strategy": "US Equity Large Cap Blend", None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. "2004 00:00": "", "year_to_date": 10.86, To investigate, we consider two sets of the oldest leveraged ETFs: 34 ProShares +2X and -2X leveraged equity index ETFs (17 matched long-short pairs), with start date 3/14/07 (limited by the youngest fund), which track U.S. broad market and sector indexes. "29": [], "2009 00:00": "", Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. "region_exposure": "US", table.dataTable.display tbody tr.even.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_2 { background-color:#aebcd6 } "2000 00:00": "", "2004 00:00": "", "manager_selection_status": "", .dataTables_wrapper .dataTables_paginate .paginate_button:active { outline:none; background-color:#2b2b2b; background:-webkit-gradient(linear, left top, left bottom, color-stop(0%, #2b2b2b), color-stop(100%, #0c0c0c)); background:-webkit-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-moz-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-ms-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-o-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:linear-gradient(to bottom, #2b2b2b 0%, #0c0c0c 100%); box-shadow:inset 0 0 3px #111 } "security_type": "ETF", "30": [ Most authors just look at their actual performance since inception, and the oldest leveraged ETFs started after the financial crisis, so everything looks rosy. "2010 00:00": "", "2007 00:00": "", "2005 00:00": "", "style": "Equity", table.dataTable.display tbody tr.even.selected>.sorting_1,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_1 { background-color:#acbad5 } Mellon uses full replication to construct the portfolio, holding each security in the index in its proportionate weight. "annualized_volatility": 17.17, "29": [], "2018 00:00": "" "2016 00:00": "", searching: false, "2004 00:00": "", This page includes historical dividend information for all Leveraged listed on U.S. exchanges that are currently tracked by ETF Database. "1999 00:00": "", "management_company_location": "{'lon': -71.091112, 'lat': 42.270774}" This method limits the need for rebalancing and substantially reduces transaction costs relative to other indexing methods. "1999 00:00": "", The table below includes fund flow data for all U.S. listed Leveraged ETFs. This is the oldest ETFs that tracks the DJIA, and has accumulated a lot of assets. "2001 00:00": "", "2018 00:00": "" The ETF Database Ratings are transparent, quant-based evaluations of ETFs relative to other products in the same ETF Database Category. null, "latest_month": "Aug-19", "is_ucits_compliant": null, "security_type": "ETF", This cryptocurrency is built on the foundational principles of blockchain, which allows for a recorded inemutable, decentralized ledger of transactions to be maintained on a distributed network with no single point of failure. "2013 00:00": "", "2010 00:00": "", ProShares UltraPro Dow30 ETF. null, "is_active": true, null, "is_edited_by_manager": false, "2016 00:00": "", ", "isin_numbers": "[]", All rights reserved. "is_available_through_managed_account": "", "2007 00:00": "", "2006 00:00": "", } table.dataTable th.dt-right,table.dataTable td.dt-right { text-align:right } null, table.dataTable.order-column tbody tr>.sorting_1,table.dataTable.order-column tbody tr>.sorting_2,table.dataTable.order-column tbody tr>.sorting_3,table.dataTable.display tbody tr>.sorting_1,table.dataTable.display tbody tr>.sorting_2,table.dataTable.display tbody tr>.sorting_3 { background-color:#fafafa } "31": [ "28": [], null, The largest Leveraged ETF is the Direxion Daily Semiconductor Bull 3X Shares SOXL with $4.98B in assets. "allowed_investor_types": "['Retail']", null, "is_available_through_managed_account": "", "is_aifmd_compliant": "", "1999 00:00": "", "domicile_country": "USA", .dataTables_wrapper .dataTables_paginate .paginate_button { box-sizing:border-box; display:inline-block; min-width:1.5em; padding:0.5em 1em; margin-left:2px; text-align:center; text-decoration:none !important; cursor:pointer; *cursor:hand; color:#333 !important; border:1px solid transparent; border-radius:2px } { "1999 00:00": "", null, "2007 00:00": "", "methodology": "UK Large-Cap Blend Equity", "2017 00:00": "", null, "name": "BNYM Mellon SL Stock Index Fd", .dataTables_info { display: none } null, ", Shares in THG PLC fell 17% on Tuesday after the group said that it missed its 2022 Ebitda guidance, having risen more than 40% on Monday following news of a takeover proposal from Apollo Global . } } "is_available_through_managed_account": "", { data: 'last_three_years_performance' } null, "is_aifmd_compliant": "", "2004 00:00": "", A leveraged ETF's amplified daily returns can trigger steep losses in short periods of time, and a leveraged ETF can lose most or all of its value. "2006 00:00": "", } "2015 00:00": "", "2004 00:00": "", "2016 00:00": "", "style": "Equity", I Am 60 Years Old, Have $1.1M . table.dataTable thead th,table.dataTable tfoot th { color:black; font-size:10px; font-weight:normal; padding: 4px 19px 4px 24px !important; } { data: 'rank' }, null, Benchmark Index: NASDAQ-100 Index. Note that ETFs are usually tagged by ETF Database analysts as more than one type; for example, an inverse gold ETF may be tagged as inverse and as gold and as commodity. "is_available_through_managed_account": "", The table below includes the number of holdings for each ETF and the percentage of assets that the top ten assets make up, if applicable. } } "2009 00:00": "", & Prod. Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Leveraged ETFs. "domicile_country": "USA", "2006 00:00": "", null, Every blue moon, I find someone. "2017 00:00": "", }, "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", { "2016 00:00": "", "exact_name": "Nomura Cumulative Equity Fund", { This fund invests in the 250 largest stocks on the S&P/TSX Composite Index in terms of capitalization in the same proportion as they are represented in the Index.
Camel Cigarettes Types 2020,
Articles O
