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CAIOX: CORNERSTONE ADVISORS INCOME OPPORTUNITIES FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/2012 |
Last Dividend Date: | 12/27/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/30/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.2 | -0.5 | 3.7 | 4.8 | -6.6 | 1.1 | 11.7 | -20.0 | -3.0 | 5.8 | 0.9 |
Sharpe Ratio | NA | -3.08 | -0.22 | -0.37 | -0.38 | 8.85 | -3.2 | -0.12 | -1.72 | -3.55 | -2.65 | -1.8 | -4.42 |
Draw Down(%) | NA | 12.4 | 68.2 | 68.2 | 68.2 | 0.8 | 13.2 | 65.8 | 12.3 | 24.0 | 11.6 | 6.2 | 3.9 |
Standard Deviation(%) | NA | 8.9 | 87.3 | 68.0 | 60.1 | 8.9 | 8.8 | 150.9 | 13.0 | 10.9 | 8.1 | 7.0 | 6.1 |
Treynor Ratio | NA | -0.7 | -0.5 | -0.6 | -0.56 | 2.61 | -0.69 | 0.34 | -0.33 | -0.94 | -0.5 | -0.29 | -0.72 |
Alpha | NA | -0.07 | 0.11 | 0.02 | 0.0 | 0.12 | -0.07 | 0.43 | -0.03 | -0.13 | -0.07 | -0.07 | -0.07 |
Beta | NA | 0.39 | 0.39 | 0.42 | 0.42 | 0.3 | 0.41 | -0.54 | 0.67 | 0.41 | 0.43 | 0.44 | 0.37 |
RSquared | NA | 0.6 | 0.0 | 0.0 | 0.0 | 0.4 | 0.61 | 0.0 | 0.49 | 0.33 | 0.4 | 0.51 | 0.57 |
Yield(%) | N/A | 3.6 | 4.9 | 4.3 | N/A | 0.0 | 3.7 | 5.0 | 4.0 | 5.0 | 5.9 | 6.9 | 1.6 |
Dividend Growth(%) | N/A | -23.9 | -38.7 | N/A | N/A | -100.0 | -23.9 | 39.4 | -36.5 | -17.5 | -11.3 | 343.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2012
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