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CAI-PA: CAI-PA (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2018 |
Last Dividend Date: | 09/30/2021 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 11/22/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 11.3 | 13.5 | 12.6 | 9.5 | -1.9 | 13.8 | -7.4 |
Sharpe Ratio | NA | 0.8 | 0.29 | 0.29 | 0.77 | -0.03 | 1.15 | -1.16 |
Draw Down(%) | NA | 6.3 | 62.9 | 62.9 | 6.3 | 63.5 | 4.4 | 11.0 |
Standard Deviation(%) | NA | 14.0 | 45.2 | 41.0 | 13.8 | 76.6 | 10.7 | 9.5 |
Treynor Ratio | NA | 0.63 | 0.2 | 0.2 | 0.61 | -0.03 | 1.29 | -0.75 |
Alpha | NA | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.04 | -0.04 |
Beta | NA | 0.18 | 0.64 | 0.61 | 0.18 | 0.81 | 0.1 | 0.15 |
RSquared | NA | 0.03 | 0.1 | 0.09 | 0.03 | 0.12 | 0.01 | 0.06 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2018
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