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CALF: CALF (STOCK)
Basic Info 39.12 0.03(0.08%) November 25
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/19/2017 |
| Last Dividend Date: | 09/22/2022 |
| 12-Mo. Yield | 0.68% |
| Expenses | - |
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Performance Analytics (As of 11/18/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | -7.4 | -9.8 | 17.1 | 11.1 | 10.8 | 44.2 | 16.6 | 18.2 | -10.1 | 5.8 |
| SR | NA | -0.33 | -0.42 | 0.49 | 0.38 | 0.34 | 1.7 | 0.35 | 0.87 | -0.62 | 0.64 |
| DD(%) | NA | 26.1 | 27.4 | 44.1 | 47.6 | 47.6 | 12.8 | 44.1 | 17.7 | 27.9 | 12.4 |
| SD(%) | NA | 30.9 | 30.6 | 35.1 | 29.7 | 28.9 | 26.0 | 46.3 | 19.2 | 18.5 | 16.2 |
| TR | NA | -0.1 | -0.12 | 0.15 | 0.11 | 0.09 | 0.38 | 0.14 | 0.14 | -0.14 | 0.13 |
| Alpha(%) | NA | 0.05 | 0.03 | 0.03 | 0.01 | 0.0 | 0.05 | -0.01 | -0.06 | -0.02 | -0.01 |
| Beta(%) | NA | 1.06 | 1.08 | 1.11 | 1.08 | 1.08 | 1.17 | 1.12 | 1.23 | 0.8 | 0.78 |
| RS | NA | 0.77 | 0.76 | 0.67 | 0.64 | 0.63 | 0.38 | 0.72 | 0.66 | 0.53 | 0.11 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2017
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