CSH: Listed Funds Trust (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1987 |
Last Dividend Date: | 08/08/2016 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1987 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -42.2 | -42.2 | 3.5 | 7.0 | 3.7 | 13.2 | 8.4 | 9.0 | -42.2 | 41.8 | 33.4 | 30.4 | -3.1 | -14.6 | 26.6 | 6.1 | 28.6 | -15.0 | -30.9 | 102.9 | -21.6 | 42.4 | 123.6 | 12.7 | 95.6 | -54.8 | -35.5 | 17.8 | 52.9 | 55.7 | -43.9 | 6.0 | -13.3 | 13.5 | 27.9 | 0.6 | 108.8 | -23.5 | -0.9 |
Sharpe Ratio | NA | 1.89 | -0.39 | -0.35 | -0.37 | NA | NA | -0.1 | NA | 0.75 | 0.45 | 0.36 | -0.76 | -1.0 | 0.23 | -0.47 | 0.16 | -0.54 | -1.22 | 2.34 | -0.89 | 0.63 | 2.57 | -0.13 | 1.4 | -1.23 | -0.64 | 0.23 | 1.37 | 1.36 | -1.16 | 0.09 | -0.38 | 0.29 | 0.64 | -0.12 | 2.86 | -0.69 | NA |
Draw Down(%) | NA | 42.2 | 46.0 | 46.0 | 75.0 | NA | NA | 81.7 | 42.2 | 11.6 | 15.9 | 17.9 | 33.1 | 29.1 | 26.3 | 28.0 | 59.1 | 52.7 | 33.9 | 16.6 | 50.8 | 20.5 | 18.6 | 30.7 | 26.7 | 70.7 | 55.8 | 53.9 | 14.5 | 21.8 | 49.1 | 24.5 | 40.1 | 40.9 | 18.7 | 39.8 | 12.9 | 43.5 | 0.9 |
Standard Deviation(%) | NA | 0.0 | 52.1 | 41.8 | 45.2 | NA | NA | 45.1 | 0.0 | 30.8 | 32.9 | 32.8 | 28.5 | 33.5 | 34.6 | 26.9 | 62.9 | 63.3 | 43.4 | 34.6 | 48.2 | 36.0 | 40.6 | 56.5 | 54.6 | 63.6 | 60.7 | 63.1 | 35.8 | 38.2 | 41.0 | 32.4 | 40.0 | 38.2 | 37.6 | 39.5 | 36.1 | 40.6 | 0.0 |
Treynor Ratio | NA | 0.0 | 0.29 | 0.41 | -0.23 | NA | NA | -0.06 | 0.0 | 0.32 | 0.18 | 0.2 | -0.27 | -0.41 | 0.07 | -0.13 | 0.07 | -0.39 | -0.31 | 0.47 | -0.25 | 0.12 | 1.23 | -0.08 | 0.82 | -1.04 | -0.72 | 0.16 | 0.96 | 0.84 | -0.56 | 0.23 | -1.75 | 0.21 | 1.01 | -0.11 | 1.64 | 5.48 | 0.0 |
Alpha | NA | 0.12 | -0.03 | -0.01 | 0.0 | NA | NA | 0.03 | NA | 0.15 | 0.12 | 0.07 | -0.1 | -0.11 | 0.1 | -0.02 | 0.05 | 0.14 | -0.1 | 0.26 | -0.03 | 0.15 | 0.25 | 0.17 | 0.36 | -0.24 | -0.15 | 0.04 | 0.13 | 0.15 | -0.31 | 0.03 | -0.04 | 0.06 | 0.09 | 0.02 | 0.24 | -0.09 | NA |
Beta | NA | 0.81 | -0.69 | -0.35 | 0.73 | NA | NA | 0.74 | NA | 0.73 | 0.81 | 0.59 | 0.8 | 0.81 | 1.11 | 0.93 | 1.48 | 0.89 | 1.73 | 1.71 | 1.69 | 1.91 | 0.85 | 0.84 | 0.93 | 0.75 | 0.54 | 0.9 | 0.51 | 0.62 | 0.85 | 0.13 | 0.09 | 0.53 | 0.24 | 0.42 | 0.63 | -0.05 | NA |
RSquared | NA | 0.0 | 0.11 | 0.03 | 0.15 | NA | NA | 0.09 | 0.0 | 0.11 | 0.15 | 0.04 | 0.1 | 0.1 | 0.56 | 0.39 | 0.41 | 0.33 | 0.4 | 0.24 | 0.15 | 0.35 | 0.13 | 0.15 | 0.13 | 0.07 | 0.03 | 0.08 | 0.07 | 0.04 | 0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | 0.05 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.3 | 0.4 | 0.4 | 1.6 | 1.0 | N/A | 0.0 | 0.8 | 0.9 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 1.8 | 0.7 | 0.5 | 0.9 | 0.4 | 0.3 | 0.3 | 0.5 | 0.7 | 0.4 | 0.4 | 0.4 | 0.3 | 0.5 | 0.3 | 0.6 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 13.1 | 7.9 | 44.1 | N/A | N/A | N/A | -100.0 | 20.0 | 66.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 50.0 | 0.0 | -78.9 | 442.9 | 75.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -20.0 | -37.5 | 33.3 | 0.0 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1987
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