Guggenheim S&P 500 Equal Weight Real Estate ETF (EWRE)

$30.34
C Fund
-- Sector
Fund TypeETF
Fund CategorySpecialty
Fund BenchmarkU.S. Real Estate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Guggenheim S&P 500 Equal Weight Real Estate ETF 42 1.08 -8.79% -1.65% 0.00%
U.S. Real Estate 42 1.09 -10.94% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -4.75% -6.76% 2.01%
Year-to-Date -8.79% -10.94% 2.15%
1 Year 0.00% -4.91% 4.91%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

42%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 42% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
-1.62%