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AAACX: A3 Alternative Credit Fund (MUTUAL FUND)
Basic Info 6.22 0(0.0%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (24%) |
Start Date: | 10/02/2019 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.3 | 1.9 | -7.3 | -6.9 | 1.9 | -18.9 | -6.2 | 4.9 | 3.5 |
Sharpe Ratio | NA | -1.14 | -0.44 | -1.14 | -0.51 | -0.43 | -1.88 | -0.68 | 0.34 | 2.18 |
Draw Down(%) | NA | 1.0 | 2.1 | 26.9 | 28.7 | 2.5 | 21.7 | 11.1 | 10.0 | 1.5 |
Standard Deviation(%) | NA | 2.3 | 3.9 | 8.3 | 9.6 | 5.4 | 10.8 | 9.1 | 13.4 | 6.4 |
Treynor Ratio | NA | 3.5 | -0.54 | -0.69 | -0.48 | -0.32 | -1.43 | -0.3 | 0.66 | -2.15 |
Alpha | NA | -0.01 | -0.01 | -0.04 | -0.02 | -0.01 | -0.08 | -0.04 | 0.01 | 0.06 |
Beta | NA | -0.01 | 0.03 | 0.14 | 0.1 | 0.07 | 0.14 | 0.21 | 0.07 | -0.07 |
RSquared | NA | 0.0 | 0.01 | 0.09 | 0.06 | 0.03 | 0.11 | 0.1 | 0.03 | 0.01 |
Yield(%) | N/A | 0.0 | 5.6 | 6.3 | N/A | 7.6 | 4.8 | 10.1 | 5.8 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -10.0 | N/A | N/A | 19.5 | -59.8 | 72.9 | 247.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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