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AABVX: AABVX (MUTUAL FUND)
Basic Info 9.47 0(0.0%) August 16
Asset Class: | EQUITY |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 03/11/2021 |
Last Dividend Date: | 12/28/2021 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/16/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | Inception** | 2021 | |
---|---|---|---|---|---|
AR(%) | 1.9 | -8.8 | -8.1 | -2.1 | 3.2 |
SR | NA | -1.23 | -0.84 | -0.28 | 0.58 |
DD(%) | NA | 15.8 | 16.8 | 16.8 | 4.2 |
SD(%) | NA | 12.0 | 10.1 | 9.0 | 6.8 |
TR | NA | -0.32 | -0.19 | -0.06 | 0.09 |
Alpha(%) | NA | -0.03 | -0.03 | -0.02 | -0.02 |
Beta(%) | NA | 0.46 | 0.45 | 0.45 | 0.43 |
RS | NA | 0.91 | 0.91 | 0.9 | 0.66 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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