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CALIX: IRON EQUITY PREMIUM INCOME FUND IRON EQUITY PREMIUM INCOME FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/2015 |
Last Dividend Date: | 03/01/2019 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.4 | -5.6 | 7.3 | -9.3 | 16.3 | 6.6 | -0.3 |
Sharpe Ratio | NA | -0.15 | 0.58 | 0.46 | 3.84 | -0.72 | 3.01 | 0.67 | -0.15 |
Draw Down(%) | NA | 18.5 | 18.5 | 18.5 | 2.2 | 18.5 | 1.8 | 8.3 | 3.3 |
Standard Deviation(%) | NA | 13.0 | 10.2 | 10.6 | 8.8 | 14.8 | 5.2 | 9.5 | 13.2 |
Treynor Ratio | NA | -0.03 | 0.08 | 0.06 | 0.67 | -0.13 | 0.22 | 0.1 | -0.02 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 |
Beta | NA | 0.77 | 0.76 | 0.75 | 0.51 | 0.84 | 0.7 | 0.67 | 0.84 |
RSquared | NA | 0.88 | 0.89 | 0.89 | 0.64 | 0.93 | 0.9 | 0.9 | 0.96 |
Yield(%) | N/A | 13.1 | 7.2 | N/A | 9.3 | 4.8 | 5.2 | 0.9 | 0.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | 66.1 | 1.8 | 511.1 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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