Find A Portfolio/Ticker
Comparison Box
AMBEX: ASTON/ANCHOR CAPITAL ENHANCED EQUITY FUND CLASS N SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/16/2008 |
Last Dividend Date: | 12/27/2016 |
12-Mo. Yield | 0.48% |
Expenses | 1.24% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/16/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.7 | 0.6 | 3.3 | 2.2 | -0.1 | 7.7 | -7.8 | 5.8 | 12.4 | 2.8 | 4.6 | 9.5 | 25.7 | -28.9 |
Sharpe Ratio | NA | 1.79 | 0.05 | 0.43 | 0.12 | -3.45 | 0.76 | -0.87 | 0.91 | 1.76 | 0.37 | 0.35 | 0.74 | 0.92 | -0.8 |
Draw Down(%) | NA | 1.3 | 13.9 | 13.9 | 48.0 | 0.1 | 6.6 | 10.2 | 4.4 | 3.0 | 7.1 | 8.6 | 7.7 | 24.8 | 40.3 |
Standard Deviation(%) | NA | 2.9 | 8.0 | 7.5 | 17.1 | 0.2 | 9.8 | 9.0 | 6.4 | 7.0 | 7.5 | 13.0 | 12.7 | 27.8 | 38.6 |
Treynor Ratio | NA | 0.33 | 0.01 | 0.07 | 0.03 | -8.61 | 0.13 | -0.21 | 0.13 | 0.23 | 0.05 | 0.09 | 0.15 | 0.26 | -0.35 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | -0.03 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.15 | 0.43 | 0.45 | 0.74 | 0.0 | 0.58 | 0.37 | 0.45 | 0.54 | 0.52 | 0.5 | 0.63 | 0.99 | 0.88 |
RSquared | NA | 0.15 | 0.46 | 0.53 | 0.8 | 0.0 | 0.59 | 0.4 | 0.65 | 0.72 | 0.78 | 0.81 | 0.8 | 0.93 | 0.91 |
Yield(%) | N/A | 0.5 | 1.8 | 2.3 | N/A | 0.0 | 2.7 | 2.3 | 1.7 | 2.1 | 3.8 | 12.7 | 5.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -85.7 | -70.5 | N/A | N/A | -100.0 | 3.1 | 42.8 | -12.2 | -45.0 | -72.3 | 151.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long/Short Equity Asset Class Trend Rankings |
Top Rated Funds in Long/Short Equity
Best Mutual Funds
- HSGFX (HUSSMAN STRATEGIC GROWTH FUND HUSSMAN STRATEGIC GROWTH FUND) (100%)
- RYSRX (GUGGENHEIM LONG SHORT EQUITY FUND CLASS P) (98%)
- MLSAX (Aberdeen eq Long-Short Fd Cl A) (97%)
- GGUIX (Aberdeen eq Long-Short Fd Insti Cl) (95%)
- COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) (92%)
- DIAMX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS A) (91%)
- GTTMX (TOTAL MARKET PORTFOLIO TOTAL MARKET PORTFOLIO) (88%)
- ISTAX (ICON LONG/SHORT FUND CLASS A) (86%)
- BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) (83%)
- SAOAX (GUGGENHEIM ALPHA OPPORTUNITY FUND A) (80%)