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AABWX: AABWX (MUTUAL FUND)
Basic Info 9.44 0(0.0%) August 16
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/2021 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | - |
| Expenses | - |
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Performance Analytics (As of 08/12/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | Inception** | 2021 | |
|---|---|---|---|---|---|
| AR(%) | 2.3 | -9.5 | -9.0 | -2.7 | 3.5 |
| SR | NA | -1.16 | -0.81 | -0.3 | 0.58 |
| DD(%) | NA | 17.2 | 18.4 | 18.4 | 4.0 |
| SD(%) | NA | 13.6 | 11.6 | 10.3 | 7.4 |
| TR | NA | -0.3 | -0.18 | -0.06 | 0.08 |
| Alpha(%) | NA | -0.03 | -0.03 | -0.02 | -0.03 |
| Beta(%) | NA | 0.52 | 0.52 | 0.52 | 0.51 |
| RS | NA | 0.93 | 0.93 | 0.92 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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