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CABGX: Multi-Manager Growth Strategies Fund Institutional 3 Class (MUTUAL FUND)
Basic Info 16.4 0.61(3.59%) December 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/19/2019 |
| Last Dividend Date: | 06/16/2023 |
| 12-Mo. Yield | 0.16% |
| Expenses | 0.66% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.7 | 31.3 | 25.8 | 4.4 | 11.6 | -29.3 | 19.9 | 38.0 | 0.5 |
| SR | NA | 1.7 | 1.23 | 0.11 | 0.39 | -1.0 | 1.2 | 1.12 | 2.57 |
| DD(%) | NA | 11.2 | 11.2 | 35.2 | 35.2 | 33.3 | 8.6 | 29.9 | 0.9 |
| SD(%) | NA | 17.3 | 17.6 | 22.4 | 25.7 | 30.7 | 16.5 | 33.5 | 7.9 |
| TR | NA | 0.26 | 0.19 | 0.02 | 0.1 | -0.26 | 0.18 | 0.42 | 0.15 |
| Alpha | NA | 0.03 | 0.02 | -0.01 | 0.01 | -0.03 | -0.03 | 0.06 | -0.07 |
| Beta | NA | 1.14 | 1.13 | 1.17 | 1.02 | 1.2 | 1.1 | 0.89 | 1.34 |
| RS | NA | 0.82 | 0.83 | 0.9 | 0.87 | 0.95 | 0.83 | 0.87 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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