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CAGLX: CORNERSTONE ADVISORS GLOBAL PUBLIC EQUITY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/31/2012 |
Last Dividend Date: | 12/30/2020 |
12-Mo. Yield | 0.43% |
Expenses | 1.01% |
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Performance Analytics (As of 09/01/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 26.9 | 11.7 | 12.7 | 11.5 | 14.1 | 15.2 | 23.5 | -12.6 | 25.3 | 7.9 | -1.5 | 4.9 | 26.6 | 6.3 |
Sharpe Ratio | NA | 1.88 | 0.53 | 0.7 | 0.74 | 1.64 | 0.49 | 1.99 | -1.04 | 3.7 | 0.54 | -0.11 | 0.45 | 2.5 | 1.75 |
Draw Down(%) | NA | 7.2 | 35.3 | 35.3 | 35.3 | 4.9 | 35.3 | 7.1 | 20.6 | 2.3 | 11.7 | 14.2 | 9.8 | 7.5 | 6.3 |
Standard Deviation(%) | NA | 14.3 | 20.6 | 17.0 | 15.2 | 13.3 | 30.7 | 11.1 | 13.3 | 6.7 | 14.1 | 13.7 | 10.9 | 10.7 | 11.9 |
Treynor Ratio | NA | 0.31 | 0.13 | 0.14 | 0.13 | 0.24 | 0.18 | 0.26 | -0.19 | 0.32 | 0.08 | -0.02 | 0.06 | 0.3 | 0.25 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.04 | 0.03 | -0.01 | -0.01 | -0.02 | -0.01 | 0.05 |
Beta | NA | 0.88 | 0.84 | 0.83 | 0.84 | 0.92 | 0.85 | 0.83 | 0.73 | 0.79 | 0.93 | 0.76 | 0.84 | 0.87 | 0.85 |
RSquared | NA | 0.89 | 0.93 | 0.92 | 0.88 | 0.87 | 0.96 | 0.91 | 0.85 | 0.68 | 0.8 | 0.73 | 0.82 | 0.87 | 0.76 |
Yield(%) | N/A | 2.2 | 6.2 | 6.1 | N/A | 0.0 | 2.2 | 10.1 | 8.9 | 6.9 | 1.1 | 7.6 | 8.7 | 6.2 | 0.9 |
Dividend Growth(%) | N/A | -74.8 | N/A | N/A | N/A | -100.0 | -74.8 | -11.2 | 52.4 | 583.3 | -87.0 | -15.6 | 62.7 | 644.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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