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ALSQX: 361 Long/Short Equity A (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/2011 |
Last Dividend Date: | 12/17/2014 |
12-Mo. Yield | 18.29% |
Expenses | 2.32% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 12/27/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.7 | 0.7 | -5.4 | 0.7 | -13.5 | -0.2 |
Sharpe Ratio | NA | -0.95 | -0.48 | -0.43 | 0.28 | -0.7 | 0.07 | -0.78 | -4.22 |
Draw Down(%) | NA | 9.7 | 25.0 | 25.0 | 3.0 | 8.1 | 8.9 | 20.0 | 0.2 |
Standard Deviation(%) | NA | 6.9 | 13.9 | 12.3 | 5.4 | 7.7 | 10.0 | 17.4 | 3.7 |
Treynor Ratio | NA | -0.2 | -0.2 | -0.16 | 0.06 | -0.12 | 0.02 | -0.47 | -0.83 |
Alpha | NA | -0.04 | -0.06 | -0.05 | 0.0 | -0.05 | -0.03 | -0.07 | -0.03 |
Beta | NA | 0.33 | 0.34 | 0.34 | 0.26 | 0.46 | 0.34 | 0.29 | 0.19 |
RSquared | NA | 0.32 | 0.09 | 0.12 | 0.34 | 0.46 | 0.15 | 0.05 | 0.88 |
Yield(%) | N/A | 2.7 | 8.6 | N/A | 0.0 | 2.8 | 8.8 | 16.2 | 0.0 |
Dividend Growth(%) | N/A | -68.4 | N/A | N/A | -100.0 | -68.4 | -53.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2011
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