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GHUAX: GOOD HARBOR TACTICAL CORE US FUND GOOD HARBOR TACTICAL CORE US FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Tactical Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2013 |
Last Dividend Date: | 12/17/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.88% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2013 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.7 | 0.6 | 2.5 | 0.2 | -0.1 | 3.7 | -6.7 | 6.2 | 13.3 | -7.2 | -20.6 | 18.7 |
Sharpe Ratio | NA | -0.29 | -0.06 | 0.06 | -0.02 | -0.11 | 0.18 | -0.65 | 0.64 | 0.93 | -0.77 | -1.62 | 1.2 |
Draw Down(%) | NA | 16.0 | 20.7 | 20.7 | 30.8 | 5.7 | 16.0 | 16.4 | 5.4 | 8.5 | 9.4 | 24.3 | 7.1 |
Standard Deviation(%) | NA | 13.2 | 11.3 | 11.6 | 12.4 | 8.8 | 13.2 | 12.4 | 8.7 | 14.0 | 9.5 | 12.7 | 15.7 |
Treynor Ratio | NA | -0.3 | -0.03 | 0.02 | -0.01 | -0.48 | 0.03 | -0.13 | 0.07 | 0.18 | -0.16 | -0.22 | 0.15 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.07 | -0.02 | -0.04 | 0.02 | -0.03 | -0.14 | -0.06 |
Beta | NA | 0.13 | 0.25 | 0.32 | 0.42 | 0.02 | 0.8 | 0.63 | 0.85 | 0.73 | 0.45 | 0.95 | 1.27 |
RSquared | NA | 0.09 | 0.23 | 0.27 | 0.33 | 0.02 | 0.57 | 0.75 | 0.43 | 0.47 | 0.55 | 0.72 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2013
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See Tactical Allocation Asset Class Trend Rankings |
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