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AWCAX: Alpine Global Consumer Growth A (MUTUAL FUND)
Basic Info
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (14%) |
Start Date: | 01/03/2012 |
Last Dividend Date: | 12/31/2013 |
12-Mo. Yield | 0.17% |
Expenses | 1.60% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 01/03/2012 |
2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -23.0 | 0.1 | 2.4 | -20.6 | -4.1 | 16.7 | 22.3 |
Sharpe Ratio | NA | -0.86 | 0.0 | 0.14 | -1.05 | -0.38 | 1.6 | 1.67 |
Draw Down(%) | NA | 24.9 | 24.9 | 24.9 | 23.1 | 10.3 | 8.6 | 11.0 |
Standard Deviation(%) | NA | 26.7 | 18.0 | 17.6 | 38.0 | 10.9 | 10.4 | 13.5 |
Treynor Ratio | NA | -0.34 | 0.0 | 0.03 | -0.71 | -0.05 | 0.21 | 0.25 |
Alpha | NA | -0.12 | -0.05 | -0.04 | -0.19 | -0.06 | -0.03 | 0.03 |
Beta | NA | 0.68 | 0.78 | 0.81 | 0.56 | 0.83 | 0.8 | 0.91 |
RSquared | NA | 0.11 | 0.29 | 0.34 | 0.04 | 0.76 | 0.73 | 0.73 |
Yield(%) | N/A | 0.0 | 0.1 | N/A | 0.0 | 0.0 | 0.0 | 0.2 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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