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ACWDX: Aston/Crosswind Small Cap Grow (MUTUAL FUND)
Basic Info 17.36 0.14(0.81%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/05/2010 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.78% |
| Expenses | 0.87% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/05/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 0.8 | 7.7 | 11.4 | 10.0 | 6.7 | 9.8 | 8.5 | 21.1 | -23.8 | -32.3 | 39.9 | 20.2 | -5.1 | 18.7 | -5.4 | -1.5 | 8.1 | 42.3 | 24.2 | -12.0 | 8.7 |
| Sharpe Ratio | NA | -0.06 | 0.19 | 0.39 | 0.36 | 0.23 | 0.39 | 0.12 | 1.0 | -0.85 | -0.56 | 0.96 | 1.02 | -0.3 | 1.52 | -0.27 | -0.09 | 0.45 | 3.25 | 1.31 | -0.36 | 4.67 |
| Draw Down(%) | NA | 25.2 | 26.6 | 26.6 | 32.7 | 38.9 | 38.9 | 9.0 | 13.3 | 29.2 | 48.8 | 38.9 | 16.5 | 28.4 | 7.4 | 25.2 | 17.8 | 12.3 | 5.3 | 13.7 | 34.4 | 3.9 |
| Standard Deviation(%) | NA | 27.2 | 23.2 | 20.7 | 22.1 | 23.5 | 22.7 | 16.4 | 17.1 | 29.8 | 58.2 | 41.0 | 18.5 | 21.6 | 11.9 | 21.0 | 17.3 | 17.9 | 13.0 | 18.5 | 33.0 | 15.7 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.09 | 0.09 | 0.05 | 0.09 | 0.02 | 0.2 | -0.28 | -0.28 | 0.37 | 0.17 | -0.06 | 0.17 | -0.05 | -0.02 | 0.08 | 0.5 | 0.24 | -0.12 | 0.75 |
| Alpha | NA | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | -0.13 | 0.01 | -0.05 | 0.01 | -0.02 | -0.07 | 0.01 | 0.02 | 0.03 | 0.02 | -0.04 | 0.03 |
| Beta | NA | 0.92 | 0.91 | 0.87 | 0.9 | 0.98 | 0.98 | 0.84 | 0.84 | 0.89 | 1.17 | 1.05 | 1.09 | 1.08 | 1.08 | 1.14 | 1.0 | 1.07 | 0.85 | 1.02 | 1.0 | 0.98 |
| RSquared | NA | 0.95 | 0.94 | 0.94 | 0.93 | 0.92 | 0.92 | 0.91 | 0.93 | 0.96 | 0.27 | 0.95 | 0.87 | 0.93 | 0.87 | 0.9 | 0.85 | 0.88 | 0.88 | 0.9 | 0.97 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.0 | 11.8 | 7.1 | N/A | 0.8 | 0.0 | 1.6 | 40.1 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 17.8 | 9.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -96.4 | 381233.3 | N/A | N/A | N/A | -100.0 | -97.3 | 886.0 | N/A | N/A | N/A | N/A | -100.0 | -99.4 | -73.6 | 128.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2010
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