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8985: 8985 (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/16/2006 |
Last Dividend Date: | - |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 01/31/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2006 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | 2.0 | 1.4 | 22.1 | 9.4 | 6.8 | 7.0 | -3.8 | -12.2 | 16.2 | 52.8 | 111.1 | 49.3 | -27.6 | 95.6 | -30.0 | -58.7 | 0.0 | 4.2 |
Sharpe Ratio | NA | 0.09 | 0.05 | 0.84 | 0.26 | 0.18 | 9.95 | -0.3 | -0.43 | 0.63 | 2.19 | 3.19 | 2.08 | -0.84 | 3.69 | -0.64 | -0.85 | -0.08 | 0.44 |
Draw Down(%) | NA | 12.4 | 31.4 | 31.4 | 80.9 | 86.8 | 2.7 | 12.4 | 31.4 | 20.0 | 10.2 | 23.6 | 10.8 | 37.9 | 14.7 | 35.2 | 82.5 | 31.3 | 4.9 |
Standard Deviation(%) | NA | 14.2 | 23.2 | 26.1 | 35.5 | 34.9 | 12.5 | 14.6 | 28.3 | 25.7 | 24.0 | 34.8 | 24.0 | 32.9 | 25.9 | 46.5 | 69.7 | 36.0 | 10.4 |
Treynor Ratio | NA | 0.25 | 0.04 | 0.9 | 1.52 | 0.85 | 20.05 | -0.53 | -0.34 | 0.77 | 1.9 | 6.2 | 1.61 | -4.09 | 9.02 | 3.07 | -32.0 | -0.16 | 0.35 |
Alpha | NA | 0.0 | 0.0 | 0.08 | 0.06 | 0.05 | 0.28 | -0.02 | -0.05 | 0.07 | 0.17 | 0.31 | 0.16 | -0.11 | 0.28 | -0.09 | -0.27 | 0.01 | 0.01 |
Beta | NA | 0.05 | 0.28 | 0.24 | 0.06 | 0.07 | 0.06 | 0.08 | 0.36 | 0.21 | 0.28 | 0.18 | 0.31 | 0.07 | 0.11 | -0.1 | 0.02 | 0.19 | 0.13 |
RSquared | NA | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | 0.0 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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