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BABYX: BABYX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/02/2014 |
Last Dividend Date: | 01/19/2022 |
12-Mo. Yield | 1.70% |
Expenses | 0.81% |
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Performance Analytics (As of 02/09/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -80.1 | -35.7 | -21.4 | -13.3 | -70.4 | -40.0 | 12.6 | 21.2 | -7.7 | 18.3 | 7.0 | -3.1 | 3.5 |
Sharpe Ratio | NA | -0.7 | -0.53 | -0.42 | -0.32 | -0.32 | -0.75 | 0.47 | 2.13 | -0.72 | 3.31 | 0.57 | -0.24 | 0.6 |
Draw Down(%) | NA | 80.2 | 80.2 | 80.2 | 80.2 | 70.4 | 44.0 | 29.6 | 5.4 | 16.7 | 1.9 | 10.8 | 12.2 | 7.2 |
Standard Deviation(%) | NA | 113.9 | 67.8 | 53.0 | 43.3 | 309.6 | 53.1 | 26.3 | 9.3 | 12.5 | 5.4 | 11.8 | 13.0 | 10.1 |
Treynor Ratio | NA | -1.57 | -0.51 | -0.31 | -0.19 | -0.81 | -2.52 | 0.17 | 0.27 | -0.12 | 0.25 | 0.09 | -0.04 | 0.09 |
Alpha | NA | -0.47 | -0.17 | -0.1 | -0.07 | -2.89 | -0.17 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.51 | 0.71 | 0.71 | 0.72 | 1.23 | 0.16 | 0.74 | 0.72 | 0.73 | 0.72 | 0.79 | 0.72 | 0.68 |
RSquared | NA | 0.01 | 0.12 | 0.14 | 0.17 | 0.02 | 0.0 | 0.98 | 0.97 | 0.97 | 0.9 | 0.83 | 0.73 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2014
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