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AAAEX: AAAEX (MUTUAL FUND)
Basic Info 32 0.14(0.44%) August 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/14/2020 |
| Last Dividend Date: | 12/16/2021 |
| 12-Mo. Yield | - |
| Expenses | - |
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Performance Analytics (As of 08/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | Inception** | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| AR(%) | 0.5 | -9.0 | -3.9 | 11.7 | 26.1 | 9.5 |
| SR | NA | -0.75 | -0.29 | 0.68 | 2.05 | 1.27 |
| DD(%) | NA | 18.6 | 18.6 | 18.6 | 6.7 | 8.1 |
| SD(%) | NA | 21.3 | 18.2 | 16.5 | 12.8 | 16.6 |
| TR | NA | -0.23 | -0.08 | 0.16 | 0.38 | 0.28 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.03 | -0.05 |
| Beta(%) | NA | 0.71 | 0.7 | 0.71 | 0.68 | 0.75 |
| RS | NA | 0.71 | 0.67 | 0.63 | 0.54 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2020
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