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ALSIX: ASTON/River Road Long-Short I (MUTUAL FUND)
Basic Info 12.79 0.04(0.31%) January 19
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 03/05/2013 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.45% |
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Performance Analytics (As of 01/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | -0.7 | -1.2 | 3.6 | 7.2 | 4.9 | 0.4 | 22.4 | -4.6 | 9.2 | 4.5 | 0.4 | -1.9 | 11.9 |
| SR | NA | -3.35 | -0.11 | 0.3 | 0.74 | 0.56 | 0.01 | 2.9 | -0.67 | 1.37 | 0.53 | 0.05 | -0.31 | 2.44 |
| DD(%) | NA | 1.2 | 13.8 | 13.8 | 13.8 | 13.8 | 13.8 | 4.0 | 11.0 | 2.3 | 6.2 | 7.9 | 6.7 | 3.6 |
| SD(%) | NA | 6.7 | 10.8 | 9.1 | 8.3 | 8.0 | 10.8 | 7.2 | 8.8 | 6.3 | 8.1 | 8.6 | 6.4 | 5.9 |
| TR | NA | -1.31 | -0.06 | 0.11 | 0.22 | 0.14 | 0.01 | 0.5 | -0.16 | 0.14 | 0.09 | 0.01 | -0.04 | 0.32 |
| Alpha(%) | NA | -0.11 | -0.02 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 |
| Beta(%) | NA | 0.17 | 0.2 | 0.25 | 0.28 | 0.32 | 0.2 | 0.42 | 0.38 | 0.62 | 0.47 | 0.48 | 0.44 | 0.44 |
| RS | NA | 0.12 | 0.43 | 0.43 | 0.42 | 0.48 | 0.43 | 0.52 | 0.53 | 0.43 | 0.58 | 0.76 | 0.61 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2013
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