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AUTOX: Autopilot Managed Growth Inv (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/21/2006 |
Last Dividend Date: | 12/29/2008 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/07/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/21/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.6 | -3.9 | -6.5 | -2.9 | 0.0 | -2.4 | -5.2 | -4.8 | -8.6 | -17.9 | 17.6 | 6.1 |
Sharpe Ratio | NA | -0.14 | -0.45 | -0.75 | -0.38 | 0.0 | -0.5 | -0.47 | -0.52 | -1.47 | -1.49 | 1.09 | 3.08 |
Draw Down(%) | NA | 4.5 | 17.0 | 34.3 | 37.5 | 0.0 | 4.9 | 13.8 | 13.0 | 9.9 | 19.1 | 8.8 | 1.7 |
Standard Deviation(%) | NA | 4.4 | 8.7 | 8.9 | 9.9 | NA | 5.0 | 11.1 | 9.5 | 5.9 | 12.6 | 13.5 | 6.7 |
Treynor Ratio | NA | -0.04 | -0.15 | -0.41 | -0.18 | NA | -0.16 | -0.2 | -0.13 | -2.04 | -1.2 | 0.21 | 0.27 |
Alpha | NA | -0.01 | -0.03 | -0.04 | -0.02 | 0.0 | -0.02 | -0.02 | -0.04 | -0.04 | -0.05 | 0.05 | 0.0 |
Beta | NA | 0.15 | 0.27 | 0.16 | 0.21 | 0.0 | 0.16 | 0.27 | 0.37 | 0.04 | 0.16 | 0.71 | 0.76 |
RSquared | NA | 0.19 | 0.32 | 0.22 | 0.26 | 0.0 | 0.16 | 0.31 | 0.49 | 0.04 | 0.26 | 0.71 | 0.7 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2006
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