Last Update: 31 Aug 2021

Category: Stocks
ETF: Reality Shares Nasdaq NexGen Economy ETF (BLCN)

In 2020, the portfolio granted a 0.92% dividend yield. If you are interested in getting periodic income, please refer to the Reality Shares Nasdaq NexGen Economy ETF (BLCN): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets
  • Sector: Technology
  • Industry: Broad Technology

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Reality Shares Nasdaq NexGen Economy ETF (BLCN): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.72%
0.00%
1 - 0
3M
+1.30%
-3.77%
Jul 2021 - Jul 2021
2 - 1
6M
+3.78%
-5.36%
May 2021 - Jul 2021
4 - 2
YTD
+17.97%
-5.36%
May 2021 - Jul 2021
6 - 2
1Y
+34.99%
22.05%
-7.27%
Sep 2020 - Oct 2020
8 - 4
3Y
+27.93%
annualized
23.81%
-17.79%
Oct 2018 - Dec 2018
26 - 10
MAX
01 Feb 2018
+21.71%
annualized
22.43%
-20.32%
Feb 2018 - Dec 2018
30 - 13

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+32.75% +126.65%
Apr 2020 - Mar 2021
-11.69%
Feb 2018 - Jan 2019
18.75%
2 Years
+28.20% +48.88%
Jun 2019 - May 2021
-1.42%
Apr 2018 - Mar 2020
5.00%
3 Years
+27.52% +30.32%
May 2018 - Apr 2021
+19.71%
Feb 2018 - Jan 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
3.75
100%
2.08
50%
-2.50
50%
4.46
100%
0.47
50%
3.10
75%
4.03
75%
3.18
75%
-0.79
67%
-3.27
33%
6.98
100%
0.15
67%
Best
Year
10.8
2019
13.6
2021
3.9
2021
13.7
2020
9.0
2020
7.3
2020
16.5
2020
8.4
2020
1.5
2019
3.6
2019
16.4
2020
6.0
2020
Worst
Year
0.1
2021
-6.2
2020
-11.1
2020
0.3
2018
-7.1
2019
-2.5
2018
-3.8
2021
-3.3
2019
-4.3
2020
-10.3
2018
0.5
2018
-8.8
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+17.97% 0.1 13.6 3.9 0.8 -2.2 0.5 -3.8 4.7
2020
+60.55% 0.3 -6.2 -11.1 13.7 9.0 7.3 16.5 8.4 -4.3 -3.1 16.4 6.0
2019
+33.95% 10.8 5.2 1.2 3.2 -7.1 7.1 1.3 -3.3 1.5 3.6 4.0 3.3
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