Sample Report: US Exchange Traded Funds Returns

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

Click Access Download above to get this ETF returns sample project for use within NLG Studio. Scroll down for the sample’s documentation — including a sample report and sample data.

Sample Report: US Exchange Traded Funds

This documentation is organized as follows:

• Introduction
• Sample Report
• Example Data

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.)