Sample Report: US Exchange Traded Funds Returns


Demonstrates using NLG Studio to create a report on US exchange traded funds (ETFs).

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Sample Report: US Exchange Traded Funds

This documentation is organized as follows:

Introduction

This sample project produces a report that identifies greatest returns over time for investment items, relative to a median return, over a large data set.

Sample Report

This report is generated from the sample data that comes with the sample ETFs project.

Morningstar, Inc. provides free market data on stocks, LICs (Listed investment Companies), Managed Funds, and ETFs (Exchange Traded Funds) — plus news and investment portfolio information.

Within the 500 ETFs listed in Morningstar’s US Reporting, the three top-performing funds by year-to-date (YTD) returns are identified, as well as the best three funds by one-year and three-year returns, as of ​12 July 2018.

YEAR-TO-DATE % RETURNS:

The median YTD return out of all 500 ETFs is 8.6%.

Eaton Vance Global Income Builder NS™ (EVGBC) (Cat: World Allocation) had the highest YTD return with 102.5%, followed by Eaton Vance TABS 5to15Yr Ldrd MuniBd NS™ (EVLMC) (Cat: Muni National Interm) with 100.5%, and by Eaton Vance Stock NextShares™ (EVSTC) (Cat: Large Blend) with 100%.

These top-3 funds (by YTD returns) above had:

  • 1-year returns of 104%, 100.9%, and 101.8% respectively
  • 3-year-returns of 0%, 0%, and 0% respectively
  • Daily trading volume (showing liquidity/turnover) of 33,578, 26,811, and 30,835 respectively

ONE-YEAR % RETURNS:

The median 1-year return out of all 500 ETFs is 22.4%.

1-year returns were the greatest for VelocityShares 3x Lng Crude Oil ETN New (UWT) (Cat: Trading–Leveraged Commodities), UBS ETRACS ProShares Dly 3x Lng Crud ETN (WTIU) (Cat: Trading–Leveraged Commodities), and ProShares UltraPro 3x Crude Oil ETF (OILU) (Cat: Trading–Leveraged Commodities) with 271.3%, 263.4%, and 263% respectively.

These top-3 funds (by 1-year returns) above had:

  • 3-year returns of 0%, 0%, and 0% respectively
  • YTD returns of 75.9%, 68.3%, and 68.6% respectively
  • Daily trading volume (showing liquidity/turnover) of 4,155,216, 20,258 ,and 195,631 respectively

THREE-YEAR % RETURNS:

The median 3-year return out of all 500 ETFs is 12.2%.

3-year returns were the greatest for Bitcoin Investment Trust (GBTC) (Cat: Trading–Miscellaneous), Direxion Daily Semicondct Bull 3X ETF (SOXL) (Cat: Trading–Leveraged Equity), and Direxion Daily Technology Bull 3X ETF (TECL) (Cat: Trading–Leveraged Equity) with 202.1%, 81.1%, and 62.3% respectively.

These top-3 funds (by 3-year returns) above had:

  • 1-year returns of 119.1%, 80.7%, and 98.2% respectively
  • YTD returns of -58.2%, 16.4%, and 31.2% respectively
  • Daily trading volume (showing liquidity/turnover) of 6,222,209, 653,744, and 200,973 respectively

Past performance is no guarantee of future returns.

Example Data

The example that follows shows the data structure. (This is an excerpt; it does not represent the full sample report.)

Name
Category
Name_Cat
YTD_Rtn
1yr_Rtn
3yr_Rtn
Volume
RUNDATE
Direxion Daily Nat Gas Rltd Bull 3X ETF (GASL)
Trading–Leveraged Equity
Direxion Daily Nat Gas Rltd Bull 3X ETF (GASL) (Cat: Trading–Leveraged Equity)
4.57
42.67
-66.62
179,431
12 July 2018
Direxion Dly S&P Oil&Gs Ex&Prd Bl 3X ETF (GUSH)
Trading–Leveraged Equity
Direxion Dly S&P Oil&Gs Ex&Prd Bl 3X ETF (GUSH) (Cat: Trading–Leveraged Equity)
47.15
132.48
-30.38
1,306,034
ProShares UltraPro Nasdaq Biotechnology (UBIO)
Trading–Leveraged Equity
ProShares UltraPro Nasdaq Biotechnology (UBIO) (Cat: Trading–Leveraged Equity)
17.87
24.76
-24.19
88,770
ProShares Ultra Bloomberg Crude Oil (UCO)
Trading–Leveraged Commodities
ProShares Ultra Bloomberg Crude Oil (UCO) (Cat: Trading–Leveraged Commodities)
46.5
150.84
-21.58
3,652,285
Direxion Daily S&P Biotech Bull 3X ETF (LABU)
Trading–Leveraged Equity
Direxion Daily S&P Biotech Bull 3X ETF (LABU) (Cat: Trading–Leveraged Equity)
38.6
72.59
-16.95
1,210,594
First Trust Natural Gas ETF (FCG)
Equity Energy
First Trust Natural Gas ETF (FCG) (Cat: Equity Energy)
6.29
21.33
-15.29
172,544
Global X MSCI Nigeria ETF (NGE)
Miscellaneous Region
Global X MSCI Nigeria ETF (NGE) (Cat: Miscellaneous Region)
-3.78
17.03
-13.93
27,101
iPath® Bloomberg Cocoa SubTR ETN (NIB)
Commodities Agriculture
iPath® Bloomberg Cocoa SubTR ETN (NIB) (Cat: Commodities Agriculture)
30.28
35.43
-11.66
89,723
ProShares Ultra Nasdaq Biotechnology (BIB)
Trading–Leveraged Equity
ProShares Ultra Nasdaq Biotechnology (BIB) (Cat: Trading–Leveraged Equity)
14.79
20.59
-11.15
223,712
iPath® Bloomberg Energy SubTR ETN (JJE)
Commodities Energy
iPath® Bloomberg Energy SubTR ETN (JJE) (Cat: Commodities Energy)
3.9
30.8
-11.07
458