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CAALX: CORNERSTONE ADVISORS PUBLIC ALTERNATIVES FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/31/2012 |
Last Dividend Date: | 12/27/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -2.1 | -0.4 | -6.4 | -0.1 | -8.1 | 5.0 | 0.4 | 2.6 | 5.9 | 3.5 | 1.6 |
Sharpe Ratio | NA | -2.28 | -0.54 | 0.19 | 0.25 | -0.83 | -1.88 | 1.32 | 0.05 | 0.49 | 0.88 | 0.89 | 1.67 |
Draw Down(%) | NA | 11.6 | 11.7 | 11.7 | 11.7 | 1.2 | 11.7 | 2.6 | 3.0 | 3.9 | 3.8 | 4.4 | 0.8 |
Standard Deviation(%) | NA | 4.9 | 4.2 | 5.0 | 4.8 | 3.6 | 5.0 | 3.3 | 4.2 | 5.2 | 6.7 | 3.9 | 3.0 |
Treynor Ratio | NA | -1.03 | -0.23 | 0.1 | 0.11 | 0.51 | -0.71 | 0.16 | -0.12 | 0.51 | 0.31 | 0.18 | 0.44 |
Alpha | NA | -0.05 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 |
Beta | NA | 0.11 | 0.1 | 0.09 | 0.11 | -0.06 | 0.13 | 0.28 | -0.02 | 0.05 | 0.19 | 0.19 | 0.11 |
RSquared | NA | 0.15 | 0.09 | 0.06 | 0.08 | 0.09 | 0.2 | 0.35 | 0.0 | 0.02 | 0.11 | 0.32 | 0.22 |
Yield(%) | N/A | 0.7 | 2.0 | 3.6 | N/A | 0.0 | 0.7 | 3.0 | 2.4 | 5.7 | 5.8 | 2.2 | 1.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -100.0 | -75.9 | 20.8 | -59.3 | 0.0 | 168.2 | 120.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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