Barclays Long B Leveraged S&P 500 TR ETN
(PCQ: BXUB)
135.89
+2.95
+2.22%
+2.95
+2.22%
MORE ON BXUB
QUICK STATS
| Latest price | 135.89 | Change | +2.95 | |
| Net assets | 3.23 Mil | % Change | +2.22% | |
| YTD | +33.51 % | |||
| Category | Trading-Leveraged Equity | |||
| Fund family name | Barclays Funds | |||
| Index tracked | S&P 500 TR USD | |||
| Inception date | 11/17/2009 | |||
| Turnover ratio | NA | |||
| Detailed quote | Last price update 6/14/2013 10:01 AM ET ET | |||
OVERVIEW
The investment seeks to replicate, net of expenses, triple the daily performance of the S&P 500 Total Return Index.
ANNUAL RETURNS
| 2010 | 2011 | 2012 | |
|---|---|---|---|
| MKT | NA | NA | NA |
| NAV | 42.93 | 3.92 | 36.41 |
MODERN PORTFOLIO THEORY STATISTICS
| MEASUREMENT |
STANDARD INDEX S&P 500 TR USD |
|---|---|
| R-Squared (1-year) | 96.52 |
| Beta (1-year) | 2.66 |
| Alpha (1-year) | -2.82 |
DATA PROVIDERS
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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
ASSET ALLOCATION
| Prospectus Objectives | Trading-Leveraged Equity |
FEES AND EXPENSES
| Expense Ratio | 0.75% |
| Gross Expense Ratio | 0.75% |
| Net Expense Ratio | 0.75% |
| Management Fee | 0.75% |
VOLATILITY MEASURES
| 1-year standard deviation | 37.98 |
| Mean | 3.44 |
| 1-Year Treynor ratio | 29.27 |
| 3-year Sharpe ratio | 1.09 |
- What does this mean?
- Morningstar portfolio data through