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CALFX: CUTLER FIXED INCOME FUND CUTLER FIXED INCOME FUND (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/01/1987 |
Last Dividend Date: | 05/19/2020 |
12-Mo. Yield | 0.62% |
Expenses | 1.78% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/09/2018 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.1 | 1.0 | 0.6 | 1.5 | 2.9 | 2.2 | 3.1 | 1.6 | 4.4 | -1.2 | -0.4 | 2.0 | -0.5 | 3.5 | -2.6 | 2.7 | 4.8 | 6.7 | 17.2 | -1.9 | 3.6 | 4.8 | -1.6 | -2.3 | -0.9 | 0.2 | 2.7 | 4.5 | -8.0 | 3.9 | 3.4 | -3.1 | 8.4 | -8.9 | 2.3 | 0.3 | 2.5 | 0.7 | 3.7 | -1.5 | 2.8 |
Sharpe Ratio | NA | 0.76 | 0.19 | -0.06 | 0.38 | NA | NA | -0.12 | 1.31 | 1.07 | -0.88 | -0.28 | 0.3 | -0.08 | 1.31 | -1.02 | 1.36 | 2.03 | 2.71 | 3.91 | -0.61 | 0.24 | 0.74 | -1.59 | -0.9 | -0.43 | -0.21 | 0.07 | 0.11 | -2.39 | 0.12 | -0.03 | -1.33 | 0.98 | -2.21 | 0.04 | -0.36 | -0.28 | -0.86 | -0.38 | -1.2 | 0.94 |
Draw Down(%) | NA | 1.7 | 5.9 | 8.8 | 8.8 | NA | NA | 13.3 | 1.7 | 1.3 | 3.8 | 3.1 | 7.7 | 5.5 | 1.3 | 4.1 | 1.0 | 1.4 | 2.2 | 3.1 | 7.9 | 1.7 | 0.9 | 2.9 | 4.0 | 5.1 | 4.3 | 3.3 | 2.8 | 8.7 | 2.8 | 3.8 | 6.0 | 2.6 | 10.0 | 4.6 | 4.3 | 3.4 | 3.5 | 2.8 | 5.3 | 2.5 |
Standard Deviation(%) | NA | 2.7 | 2.9 | 4.6 | 3.8 | NA | NA | 4.4 | 2.5 | 2.8 | 2.8 | 3.7 | 5.9 | 7.3 | 2.7 | 2.6 | 1.9 | 2.4 | 2.4 | 4.4 | 4.7 | 2.5 | 2.1 | 2.4 | 3.6 | 3.6 | 4.4 | 4.7 | 4.5 | 4.7 | 5.2 | 4.9 | 4.9 | 4.7 | 5.3 | 5.0 | 5.8 | 4.5 | 5.3 | 5.2 | 5.1 | 8.3 |
Treynor Ratio | NA | -0.83 | -0.16 | 0.06 | -0.56 | NA | NA | -2.24 | -1.88 | -0.3 | 0.51 | 0.12 | -0.27 | 0.07 | -0.38 | 3.39 | -1.75 | 1.77 | 16.88 | 2.96 | -1.84 | -0.35 | 0.26 | -1.32 | -1.78 | 0.55 | 0.18 | -0.07 | -0.56 | -2.2 | -0.15 | -0.04 | -0.29 | 0.22 | -0.42 | 0.02 | -0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.06 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.05 | 0.01 | 0.0 | -0.04 | 0.0 | -0.04 | 0.0 | -0.01 | NA | NA | NA | NA | NA |
Beta | NA | -0.02 | -0.03 | -0.04 | -0.03 | NA | NA | 0.0 | -0.02 | -0.1 | -0.05 | -0.09 | -0.07 | -0.08 | -0.09 | -0.01 | -0.02 | 0.03 | 0.0 | 0.06 | 0.02 | -0.02 | 0.06 | 0.03 | 0.02 | -0.03 | -0.05 | -0.05 | -0.01 | 0.05 | -0.04 | 0.05 | 0.22 | 0.21 | 0.28 | 0.13 | 0.09 | NA | NA | NA | NA | NA |
RSquared | NA | 0.09 | 0.07 | 0.03 | 0.01 | NA | NA | 0.0 | 0.12 | 0.2 | 0.08 | 0.03 | 0.02 | 0.03 | 0.17 | 0.0 | 0.01 | 0.08 | 0.0 | 0.14 | 0.02 | 0.01 | 0.09 | 0.02 | 0.0 | 0.02 | 0.09 | 0.05 | 0.0 | 0.04 | 0.02 | 0.02 | 0.26 | 0.11 | 0.25 | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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