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BMGEX: BECK MACK & OLIVER GLOBAL FUND BECK MACK & OLIVER GLOBAL FUND (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1997 |
| Last Dividend Date: | 12/30/2016 |
| 12-Mo. Yield | 1.15% |
| Expenses | 1.25% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 4.9 | 3.7 | 7.3 | 5.3 | 6.2 | 19.4 | 2.1 | -2.4 | -2.2 | 3.1 | 23.7 | -12.8 | 15.5 | 28.5 | -36.9 | 9.2 | 21.7 | 13.6 | 20.8 | 34.3 | -18.3 | -21.8 | -22.1 | 55.9 | 22.9 | 20.3 |
| Sharpe Ratio | NA | 2.22 | 0.38 | 0.65 | 0.1 | NA | NA | 0.31 | 4.65 | 0.17 | -0.26 | -0.36 | 0.35 | 2.68 | -0.8 | 1.24 | 1.49 | -1.35 | 0.49 | 1.66 | 1.33 | 1.79 | 2.77 | -1.2 | -1.35 | -0.96 | 3.4 | 1.0 | 1.24 |
| Draw Down(%) | NA | 7.7 | 18.1 | 18.9 | 54.2 | NA | NA | 61.7 | 2.9 | 9.1 | 11.9 | 10.1 | 10.9 | 8.6 | 23.3 | 12.8 | 25.8 | 46.5 | 11.6 | 14.5 | 5.8 | 11.2 | 15.0 | 27.8 | 34.5 | 34.3 | 8.1 | 24.4 | 11.2 |
| Standard Deviation(%) | NA | 8.8 | 9.4 | 8.8 | 14.6 | NA | NA | 15.4 | 7.6 | 10.9 | 9.7 | 6.2 | 8.7 | 8.9 | 16.0 | 12.4 | 19.1 | 27.8 | 12.6 | 11.1 | 8.6 | 11.0 | 12.1 | 16.1 | 18.2 | 27.3 | 15.5 | 19.7 | 16.5 |
| Treynor Ratio | NA | 0.33 | 0.08 | 0.13 | 0.03 | NA | NA | 0.08 | 0.5 | 0.04 | -0.06 | -0.07 | 0.07 | 0.54 | -0.24 | 0.29 | 0.47 | -0.69 | 0.11 | 0.27 | 0.17 | 0.28 | 0.5 | -0.3 | -0.32 | -0.22 | 0.81 | 0.27 | 0.3 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.01 | NA | NA | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.05 | -0.02 | 0.03 | 0.02 | -0.06 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | -0.04 | -0.03 | -0.01 | 0.11 | 0.04 | 0.08 |
| Beta | NA | 0.59 | 0.42 | 0.43 | 0.53 | NA | NA | 0.6 | 0.71 | 0.43 | 0.41 | 0.31 | 0.46 | 0.44 | 0.53 | 0.53 | 0.6 | 0.54 | 0.54 | 0.69 | 0.68 | 0.72 | 0.68 | 0.64 | 0.76 | 1.17 | 0.65 | 0.73 | 0.68 |
| RSquared | NA | 0.37 | 0.4 | 0.41 | 0.69 | NA | NA | 0.58 | 0.5 | 0.43 | 0.42 | 0.29 | 0.42 | 0.63 | 0.76 | 0.82 | 0.84 | 0.73 | 0.65 | 0.78 | 0.67 | 0.73 | 0.68 | 0.75 | 0.62 | 0.46 | 0.29 | 0.57 | 0.4 |
| Yield(%) | N/A | 1.2 | 4.3 | 5.6 | 3.4 | 6.7 | 5.2 | N/A | 0.0 | 1.2 | 6.4 | 6.6 | 10.4 | 3.8 | 3.3 | 1.5 | 0.3 | 1.6 | 8.5 | 9.9 | 7.8 | 0.9 | 0.0 | 0.0 | 0.5 | 7.8 | 0.0 | 8.0 | 10.9 |
| Dividend Growth(%) | N/A | -83.1 | -27.0 | 64.2 | 1.5 | N/A | N/A | N/A | -100.0 | -83.1 | -12.5 | -41.5 | 227.9 | -3.3 | 149.6 | 518.6 | -87.6 | -81.4 | -6.0 | 37.5 | 877.7 | N/A | N/A | -100.0 | -95.3 | N/A | -100.0 | -19.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1997
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