Find A Portfolio/Ticker
Comparison Box
LPECX: Vista Listed Private Equity Plus C (MUTUAL FUND)
Basic Info
Asset Class: | MISCELLANEOUS SECTOR |
MyPlanIQ Rating: | (18%) |
Start Date: | 10/24/2007 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 2.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 10/24/2007)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/24/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -22.8 | 0.5 | -1.8 | 0.0 | -7.8 | -20.2 | 25.9 | 9.1 | -28.0 | 15.8 | 42.2 | -62.1 | 0.0 |
Sharpe Ratio | NA | -2.42 | 0.04 | -0.12 | -0.47 | -1.69 | -1.84 | 2.09 | 0.69 | -1.14 | 0.7 | 1.22 | -1.73 | -1.94 |
Draw Down(%) | NA | 23.1 | 28.5 | 38.7 | 0.0 | 8.5 | 23.7 | 9.8 | 15.6 | 37.5 | 27.3 | 35.1 | 67.4 | 0.0 |
Standard Deviation(%) | NA | 9.4 | 11.1 | 15.8 | 0.0 | 8.0 | 10.9 | 12.4 | 13.3 | 24.6 | 22.4 | 34.5 | 36.3 | 0.0 |
Treynor Ratio | NA | -0.33 | 0.01 | -0.02 | 1.0 | -0.41 | -0.21 | 0.32 | 0.06 | -0.32 | 0.12 | 0.86 | -1.26 | 1.0 |
Alpha | NA | -0.12 | -0.02 | -0.03 | -0.05 | -0.06 | -0.14 | 0.1 | -0.06 | -0.12 | 0.0 | 0.08 | -0.33 | -0.15 |
Beta | NA | 0.69 | 0.8 | 0.94 | 0.53 | 0.33 | 0.94 | 0.8 | 1.46 | 0.88 | 1.27 | 0.49 | 0.5 | 0.24 |
RSquared | NA | 0.08 | 0.11 | 0.23 | 0.0 | 0.03 | 0.09 | 0.15 | 0.32 | 0.29 | 0.35 | 0.41 | 0.44 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MISCELLANEOUS SECTOR Asset Class Trend Rankings |
Top Rated Funds in MISCELLANEOUS SECTOR
Best Mutual Funds
- LPEIX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS I) (50%)
- LPECX (Vista Listed Private Equity Plus C) (18%)
Best ETFs
- PHO (Invesco Water Resources ETF) (94%)
- PSP (Invesco Global Listed Private Equity ETF) (93%)
- ICLN (iShares Global Clean Energy ETF) (93%)
- NLR (VanEck Uranium+Nuclear Energy ETF) (93%)
- PBD (Invesco Global Clean Energy ETF) (92%)
- GII (SPDR® S&P Global Infrastructure ETF) (92%)
- CGW (Invesco S&P Global Water Index ETF) (92%)
- FAN (First Trust Global Wind Energy ETF) (91%)
- FIW (First Trust Water ETF) (91%)
- GEX (VanEck Vectors Global Alternative Energy ETF) (89%)