Etf performance chart

Etf performance chart DEFAULT

The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

All managed funds data located on FT.com is subject to the FT Terms & Conditions

All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2021
All Rights reserved

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© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.

Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Sours: https://markets.ft.com/data/funds/us/compare

Custom ETF comparison charts

Use FundVisualizer to compare thousands of ETFs across 80 different performance metrics and share those comparisons with clients.

Select ETFs to include in your comparison

From the FundVisualizer home page, click Compare to create a comparison. Click the + button to add ETFs.

Create New Comparisons

Choose an interactive chart

Select a Chart - Table, Mountain, Bar, Line, X/Y, Correlation, Asset Allocation, Sector, Top Holdings

Following is an overview of FundVisualizer’s interactive charts.

Table

Fund data are displayed in a tabular format, with almost 80 performance and risk metrics. Drag and drop funds for easy side-by-side comparison.

Mountain

Overview of performance over time, defaulted to a 5-year time period. Use the sliding bar to view another rolling 5-year period, or expand or contract the time. You can also select a standard time period, or use the date range boxes to focus on a specific time frame.

Bar/Line

Performance over time in bar and line form. Drill down into details by selecting specific performance criteria to chart along the Y-axis.

X/Y

Compare funds across three-dimensions: an x and y axis, and a z, with "z" being the size of the dot. The dot size defaults to performance, but each of these axes can be customized.

Correlation

This chart shows the degree to which investments share similar risk and return characteristics.

Asset allocation

A comparison of asset allocation weighting by category, with options to view as a bubble chart or in table form. Click a point on the chart to see the percent of the fund’s balance in that specific asset allocation.

Sector

A comparison of asset allocation weighting by sector, with options to view as a bubble chart or in table form. Click a point on the chart to see the percent of the fund’s exposure to that sector.

Top holdings

Displays the top holdings in each fund. Click a specific holding to see how long the fund has held that holding and how much is invested. The chart will also highlight that holding across all funds that have the same holding.

Other functionality

Upload a list of key funds or a portfolio

Use this feature to upload a list of the mutual funds you currently recommend to your clients. On the home page, use the Import button.

Save and share comparisons

From any chart, click Save and use the default name, or create a new one. This chart and its data will be saved to your library. To share with clients, click "+PDF" to add a chart to the PDF creator.

Use the arrow keys to quickly toggle between chart options.

Mountain Chart
Sours: https://www.fundvisualizer.com/how-to-compare/etfs/comparison-charts.html
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ETFs Market Overview

The ETF Overview page provides a snapshot of current market activity for the U.S. Exchange Traded Funds market.

52 Week New Highs & Lows

Shows ETFs that have made a new 52-week High or 52-week Low price, or matched a previous 52-Week High or Low price.

Mutual Funds YTD Performance Leaders

Based on end-of-day data, this widget shows Mutual Funds with the highest and lowest year-to-date percent change.

Today's ETF Performance Leaders

Shows the top Exchange Traded Funds ranked by highest percent change (Advances) and lowest percent change (Declines).

Today's ETF Price Surprises

Highlights ETFs that have unusually large price movement relative to their usual pattern, meaning ETFs that are seeing breakouts or abnormally large bull or bear moves.  There may be trading opportunities in these large-movement ETFs.

ETF Trading Signals

Provides links to ETFs that are at a 100% Buy or a 100% Sell Opinion. Unique to Barchart.com, Opinions analyzes a stock or commodity using 13 popular analytics in short-, medium- and long-term periods. Results are interpreted as buy, sell or hold signals, each with numeric ratings and summarized with an overall percentage buy or sell rating.

ETF Market Leaders

Shows the performance leaders (highest and lowest percent change) for the current session.

ETFs by Asset Class

Search for ETFs by selecting from different Asset Classes.

Sours: https://www.barchart.com
How to Pick and Evaluate ETFs [Stock market for beginners]

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Data source identification

Schwab's Financial and Other Relationships with certain ETFs

As your agreement for the receipt and use of market data provides, the securities markets (1) reserve all rights to the market data that they make available; (2) do not guarantee that data; and (3) shall not be liable for any loss due either to their negligence or to any cause beyond their reasonable control.

Performance data quoted represents past performance and does not indicate future results. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Current performance may be lower or higher. See the Performance tab for updated monthly returns.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

ETFs at Charles Schwab & Co., Inc. ("Schwab") can be traded without a commission on buy and sell transactions made online in a Schwab account. Schwab does not receive payment to promote any particular ETF to its customers. Schwab's affiliate Charles Schwab Investment Management, Inc. ("CSIM") serves as investment advisor to the Schwab ETFs™, which compensate CSIM out of the applicable operating expense ratios. The amount of the fees is disclosed in the prospectus of each ETF.

Schwab receives remuneration from active semi-transparent ETFs or their sponsors for platform support and technology, shareholder communications, reporting, and similar administrative services for active semi-transparent ETFs available at Schwab. This fee will vary, but typically is an asset-based fee of 0.10% per annum of the assets held at Schwab.

Active semi-transparent ETFs operate differently from other exchange-traded funds (ETFs). Unlike other ETFs, an active semi-transparent ETF does not publicly disclose its entire portfolio composition each business day, which may affect the price at which shares of the ETF trade in the secondary market.

Active semi-transparent ETFs have limited public trading history. There can be no assurance that an active trading market will develop, be maintained or operate as intended. There is a risk that the market price of an active semi-transparent ETF may vary significantly from the ETF's net asset value and that its shares may trade at a wider bid/ask spread and, therefore, cost investors more to trade than shares of other ETFs. These risks are heightened during periods of market disruption or volatility. To find out more about active semi-transparent ETFs, please read Active Semi-transparent ETFs: What you need to know.

Conditions Apply: Trades in ETFs are available without commissions when placed online in a Schwab account. Trade orders placed through a broker will receive the negotiated broker-assisted rate. An exchange processing fee applies to sell transactions. All ETFs are subject to management fees and expenses. Please see pricing guide for additional information.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds. The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of Morgan Stanley Capital International Inc. and S&P Global. GICS is a service mark of MSCI and S&P Global and has been licensed for use by Schwab.

The news sources used on Schwab.com come from independent third parties. Schwab is not affiliated with any of the news content providers. Schwab is not responsible for the content, and does not write or control which particular article appears on its website.

(0113-0059, 1017-7KFC, 1019-95HX, 0620-0EYJ, 0620-0VJ6)

Sours: https://www.schwab.wallst.com/Prospect/Research/etfs/overview/compare.asp?symbol=QQQ

Performance chart etf

100 Highest YTD ETF Returns

BDRYBreakwave Dry Bulk Shipping ETF358.44%$126,692.00244,261BOILProShares Ultra Bloomberg Natural Gas236.25%$195,486.001,044,067NRGUMicroSectors U.S. Big Oil Index 3X Leveraged ETN217.15%$714,176.00421,124GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares184.70%$892,428.002,243,620UCOProShares Ultra Bloomberg Crude Oil171.05%$1,178,400.00780,362BNKUMicroSectors U.S. Big Banks Index 3X Leveraged ETNs150.12%$130,387.00187,112DIGProShares Ultra Oil & Gas128.58%$195,685.0084,571ERXDirexion Daily Energy Bull 2X Shares123.78%$582,561.003,757,738FASDirexion Daily Financial Bull 3X Shares123.34%$3,196,630.001,837,182HIBLDirexion Daily S&P 500 High Beta Bull 3X Shares115.92%$102,790.00136,664RETLDirexion Daily Retail Bull 3X Shares114.68%$144,429.0055,874URNMNorthShore Global Uranium Mining ETF111.05%$807,642.00344,514DPSTDirexion Daily Regional Banks Bull 3X Shares110.78%$468,516.00311,383FCGFirst Trust Natural Gas ETF109.50%$505,044.001,576,956JJTiPath Series B Bloomberg Tin Subindex Total Return ETN107.68%$19,313.503,350FRAKVanEck Vectors Unconventional Oil & Gas ETF105.91%$18,592.002,170PXEInvesco Dynamic Energy Exploration & Production ETF105.25%$120,496.0084,376UNGUnited States Natural Gas Fund LP104.78%$467,488.006,339,620GAZiPath Series B Bloomberg Natural Gas Subindex Total Return ETN97.80%$17,466.5016,173DRNDirexion Daily Real Estate Bull 3x Shares94.59%$137,750.00308,758PXIInvesco DWA Energy Momentum ETF90.36%$92,448.90124,389UNLUnited States 12 Month Natural Gas Fund LP90.12%$17,374.8026,559PSCEInvesco S&P SmallCap Energy ETF86.68%$137,325.00455,065IEOiShares U.S. Oil & Gas Exploration & Production ETF82.67%$317,542.00184,394JJEiPath Series B Bloomberg Energy Subindex Total Return ETN82.16%$4,519.153,224XOPSPDR S&P Oil & Gas Exploration & Production ETF82.02%$4,319,190.007,738,867RJNElements Rogers International Commodity Index-Energy Total Return ETN80.98%$4,651.2010,761GRNiPath Series B Carbon ETN80.97%$84,419.0047,550URAGlobal X Uranium ETF79.70%$1,198,860.001,552,886FTXNFirst Trust Nasdaq Oil & Gas ETF79.69%$65,160.3059,552UGAUnited States Gasoline Fund LP78.61%$90,618.2066,261DBOInvesco DB Oil Fund77.46%$475,722.00967,018OILiPath Pure Beta Crude Oil ETN75.37%$84,701.3043,411RUSLDirexion Daily Russia Bull 2x Shares74.32%$72,561.3042,889BNOUnited States Brent Oil Fund LP73.52%$253,326.00687,188USOUnited States Oil Fund LP73.13%$2,853,190.004,766,658REMXVanEck Rare Earth/Strategic Metals ETF72.06%$975,546.00220,332OILKProShares K-1 Free Crude Oil Strategy ETF70.90%$71,251.7018,961USLUnited States 12 Month Oil Fund LP70.51%$157,445.0066,430DBEInvesco DB Energy Fund70.48%$153,429.00107,753AMZAInfraCap MLP ETF67.74%$303,500.0088,503TPORDirexion Daily Transportation Bull 3X Shares66.27%$92,601.60122,480SPXLDirexion Daily S&P 500 Bull 3X Shares65.31%$2,964,980.006,602,623UPROProShares UltraPro S&P50065.31%$2,882,110.005,294,235RYEInvesco S&P 500® Equal Weight Energy ETF65.30%$245,595.00102,812UYGProShares Ultra Financials65.08%$875,350.0071,685JHMEJohn Hancock Multifactor Energy ETF63.84%$21,162.107,076KRBNKraneShares Global Carbon ETF62.65%$978,145.00447,988FXNFirst Trust Energy AlphaDEX Fund61.44%$354,396.00486,194VDEVanguard Energy ETF61.27%$5,729,840.001,225,021NAILDirexion Daily Homebuilders & Supplies Bull 3X Shares60.83%$377,924.00425,997FENYFidelity MSCI Energy Index ETF60.46%$1,014,940.001,034,109GSPiPath S&P GSCI Total Return Index ETN59.99%$26,049.107,336MLPRETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN59.83%$35,128.20747MIDUDirexion Daily Mid Cap Bull 3X Shares58.89%$91,083.5049,212UMDDProShares UltraPro MidCap40058.55%$49,746.8023,488UREProShares Ultra Real Estate57.99%$127,259.009,414TECLDirexion Daily Technology Bull 3X Shares57.63%$2,596,910.001,214,982JJUiPath Series B Bloomberg Aluminum Subindex Total Return ETN57.15%$12,652.102,038IYEiShares U.S. Energy ETF57.06%$2,476,530.002,492,795XLEEnergy Select Sector SPDR Fund56.30%$27,316,000.0030,914,523MLPOCredit Suisse S&P MLP Index ETN55.65%$24,855.103,694SMHBETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B54.55%$46,391.7021,336MLPXGlobal X MLP & Energy Infrastructure ETF54.54%$806,979.00127,123CHIEGlobal X MSCI China Energy ETF54.51%$4,970.887,994ENFRAlerian Energy Infrastructure ETF53.45%$65,992.5017,808USAIPacer American Energy Independence ETF53.16%$25,870.002,065UDOWProShares UltraPro Dow3052.24%$893,131.002,948,865INDLDirexion Daily MSCI India Bull 2X Shares51.87%$100,581.0034,947AMTRETRACS Alerian Midstream Energy Total Return Index ETN51.67%$50,611.601,545AMLPAlerian MLP ETF51.54%$5,505,410.002,283,173EINCVanEck Energy Income ETF51.52%$28,361.105,405ROMProShares Ultra Technology50.88%$954,651.0072,836SMINiShares MSCI India Small-Cap ETF50.54%$372,050.0068,818MLPAGlobal X MLP ETF50.52%$1,088,550.00280,655WANTDirexion Daily Consumer Discretionary Bull 3X Shares50.22%$39,129.8023,362XSVMInvesco S&P SmallCap Value with Momentum ETF50.03%$415,111.0095,036JOiPath Series B Bloomberg Coffee Subindex Total Return ETN49.75%$121,328.0092,108TQQQProShares UltraPro QQQ49.30%$15,718,700.0032,844,992RWJInvesco S&P SmallCap 600 Revenue ETF49.29%$649,169.0045,058DUSLDirexion Daily Industrials Bull 3X Shares49.09%$63,875.2085,782FILLiShares MSCI Global Energy Producers ETF48.86%$94,545.6024,965ATMPBarclays ETN+ Select MLP ETN48.71%$201,348.0021,786PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF48.03%$6,716,240.003,789,527RZVInvesco S&P SmallCap 600® Pure Value ETF47.54%$288,216.0030,445DBCInvesco DB Commodity Index Tracking Fund47.48%$2,713,920.002,932,306IXCiShares Global Energy ETF46.81%$1,661,030.001,551,255FUEELEMENTS Linked to the ICE BofAML Commodity Index eXtra Biofuels Total Return46.04%$1,508.801,585MEXXDirexion Daily MSCI Mexico Bull 3X Shares45.55%$15,708.203,974IMLPiPath S&P MLP ETN45.46%$12,903.803,177OIHVanEck Oil Services ETF45.43%$2,964,330.00968,008GSGiShares S&P GSCI Commodity-Indexed Trust45.42%$1,391,350.001,360,870BLOKAmplify Transformational Data Sharing ETF45.40%$1,259,350.00383,521SAAProShares Ultra SmallCap60045.20%$42,953.806,726FTXOFirst Trust Nasdaq Bank ETF45.12%$264,499.0088,623FLRUFranklin FTSE Russia ETF44.89%$21,132.004,097SVXYProShares Short VIX Short-Term Futures ETF44.38%$415,226.003,864,639EURLDirexion Daily FTSE Europe Bull 3x Shares44.02%$45,831.5034,120VCLOSimplify Volt Cloud and Cybersecurity Disruption ETF43.78%$10,482.2018,911XRTSPDR S&P Retail ETF43.24%$795,395.002,707,397
Sours: https://etfdb.com/compare/highest-ytd-returns/
Dynamic Performance Chart in Excel

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