Data Source: from February 2018 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: Reality Shares Nasdaq NexGen Economy ETF (BLCN)

In the last 3 Years, the Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF obtained a 6.63% compound annual return, with a 28.19% standard deviation.

In 2021, the ETF granted a 0.59% dividend yield. If you are interested in getting periodic income, please refer to the Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF: 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

Historical Returns as of Jul 31, 2022

Historical returns and stats of Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

REALITY SHARES NASDAQ NEXGEN ECONOMY ETF (BLCN) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from February 2018 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
9.54
9.55
0.00
1 - 0
3M
-12.44
-14.56
-20.06
May 2022 - Jun 2022
1 - 2
6M
-26.74
-30.49
-33.12
Feb 2022 - Jun 2022
1 - 5
YTD
-34.09
-37.97
-39.82
Jan 2022 - Jun 2022
1 - 6
1Y
-38.64
-43.46
28.70
-48.72
Nov 2021 - Jun 2022
3 - 9
25% pos
3Y(*)
6.63
1.64
28.19
-48.72
Nov 2021 - Jun 2022
20 - 16
56% pos
MAX(*)
01 Feb 2018
3.83
-0.20
25.35
-48.72
Nov 2021 - Jun 2022
32 - 22
59% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52%

Correlations as of Jul 31, 2022

Monthly correlations of Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

REALITY SHARES NASDAQ NEXGEN ECONOMY ETF (BLCN) ETF
Monthly correlations as of 31 Jul 2022
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Correlation vs BLCN
 
Asset Class 1 Year Since
Feb 2018
US Total Stock Market
VTI
0.86
0.87
US Large Cap
SPY
0.84
0.86
US Small Cap
IJR
0.79
0.80
US REITs
VNQ
0.66
0.64
US Technology
QQQ
0.87
0.85
Preferred Stocks
PFF
0.69
0.69
EAFE Stocks
EFA
0.73
0.79
World All Countries
VT
0.83
0.87
Emerging Markets
EEM
0.54
0.71
Europe
VGK
0.71
0.78
Pacific
VPL
0.70
0.78
Latin America
FLLA
0.31
0.46
US Total Bond Market
BND
0.60
0.36
Long Term Treasuries
TLT
0.60
-0.01
US Cash
BIL
-0.18
-0.17
TIPS
TIP
0.74
0.48
Investment Grade Bonds
LQD
0.68
0.55
High Yield Bonds
HYG
0.66
0.73
International Bond Market
BNDX
0.58
0.32
Emerging Market Bonds
EMB
0.65
0.61
Gold
GLD
0.19
0.13
Commodities
DBC
0.05
0.43

Capital Growth as of Jul 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since August 2019, now would be worth 1212.45$, with a total return of 21.24% (6.63% annualized).

The Inflation Adjusted Capital now would be 1049.96$, with a net total return of 5.00% (1.64% annualized).
An investment of 1000$, since February 2018, now would be worth 1184.51$, with a total return of 18.45% (3.83% annualized).

The Inflation Adjusted Capital now would be 990.97$, with a net total return of -0.90% (-0.20% annualized).

Drawdowns

Worst drawdowns since August 2019.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-48.72% Nov 2021 Jun 2022 8 in progress 1 9
-16.59% Feb 2020 Mar 2020 2 May 2020 2 4
-7.56% May 2021 Sep 2021 5 Oct 2021 1 6
-7.27% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.32% Aug 2019 Aug 2019 1 Oct 2019 2 3

Worst drawdowns since February 2018.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-48.72% Nov 2021 Jun 2022 8 in progress 1 9
-20.31% Feb 2018 Dec 2018 11 Nov 2019 11 22
-16.59% Feb 2020 Mar 2020 2 May 2020 2 4
-7.56% May 2021 Sep 2021 5 Oct 2021 1 6
-7.27% Sep 2020 Oct 2020 2 Nov 2020 1 3

Rolling Returns ( more details)

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
22.25 126.65
Apr 2020 - Mar 2021
-46.09
Jul 2021 - Jun 2022
30.23%
2 Years
26.12 48.88
Jun 2019 - May 2021
-7.42
Aug 2020 - Jul 2022
9.68%
3 Years
22.99 34.36
Nov 2018 - Oct 2021
3.90
Jul 2019 - Jun 2022
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

Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
0.31
75%
1.24
40%
-2.19
40%
0.83
80%
-0.70
40%
-0.62
60%
5.13
80%
3.18
75%
-2.28
50%
0.52
50%
3.64
75%
-2.13
50%
Best
Year
10.8
2019
13.6
2021
3.9
2021
13.6
2020
9.0
2020
7.3
2020
16.5
2020
8.4
2020
1.5
2019
11.9
2021
16.4
2020
6.0
2020
Worst
Year
-10.0
2022
-6.2
2020
-11.1
2020
-13.7
2022
-7.1
2019
-15.5
2022
-3.8
2021
-3.3
2019
-6.7
2021
-10.3
2018
-6.4
2021
-9.0
2021
Statistics calculated for the period Feb 2018 - Jul 2022

Monthly/Yearly Returns

Reality Shares Nasdaq NexGen Economy ETF (BLCN) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
32 Positive Months (59%) - 22 Negative Months (41%)
Feb 2018 - Jul 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-34.09 -37.97 -10.0 -2.1 -1.0 -13.7 -5.4 -15.5 9.5
2021
+4.86 -2.03 0.1 13.6 3.9 0.7 -2.1 0.5 -3.8 4.7 -6.7 11.9 -6.4 -9.0
2020
+60.55 +58.39 0.3 -6.2 -11.1 13.6 9.0 7.3 16.5 8.4 -4.3 -3.1 16.4 6.0
2019
+33.95 +30.96 10.8 5.2 1.2 3.2 -7.1 7.1 1.3 -3.3 1.5 3.6 4.0 3.3
2018
- - -4.2 -4.0 0.3 2.2 -2.5 2.1 3.0 0.4 -10.3 0.5 -8.8
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