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COAGX: CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND (MUTUAL FUND)
Basic Info 41.87 0.04(0.10%) April 25
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (92%) |
Start Date: | 12/06/1991 |
Last Dividend Date: | 12/10/2015 |
12-Mo. Yield | 0.00% |
Expenses | 3.14% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2023 | 2022 | 2021 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | 12.0 | 39.0 | 13.6 | 15.2 | 7.8 | 5.3 | 5.7 | 6.8 | 32.0 | -7.2 | 27.2 | 11.1 | 24.2 | -15.5 | 0.9 | -10.2 | 5.1 | 6.8 | 3.5 | 9.8 | -0.7 | -0.9 | -3.4 | -4.6 | 33.1 | 7.4 | -0.1 | 0.4 | -6.6 | 2.9 | -3.8 | 26.7 | -3.9 | 22.4 | 29.4 | 27.3 | 14.9 | -2.8 | -6.3 | 15.3 | 9.8 |
Sharpe Ratio | NA | 3.16 | 2.67 | 0.68 | 0.53 | 0.36 | NA | NA | 0.41 | 2.06 | -0.42 | 1.89 | 0.24 | 1.54 | -1.27 | 0.09 | -1.63 | 0.68 | 1.15 | 0.37 | 1.06 | -0.12 | -0.15 | -0.36 | -0.53 | 3.01 | 0.72 | -0.44 | -0.09 | -1.32 | 0.22 | -0.81 | 1.79 | -0.9 | 2.78 | 3.08 | 2.74 | 1.98 | -1.0 | -0.37 | 0.87 | 21.09 |
Draw Down(%) | NA | 3.7 | 5.8 | 21.0 | 47.5 | 51.8 | NA | NA | 51.8 | 11.5 | 21.0 | 6.4 | 47.3 | 9.6 | 22.1 | 3.1 | 14.5 | 3.6 | 3.7 | 9.2 | 5.0 | 4.2 | 6.4 | 10.4 | 11.1 | 7.1 | 3.8 | 3.9 | 6.4 | 9.5 | 6.8 | 8.1 | 8.1 | 13.3 | 6.4 | 3.5 | 5.6 | 3.2 | 7.2 | 21.4 | 19.1 | 1.6 |
Standard Deviation(%) | NA | 9.8 | 11.1 | 15.8 | 24.5 | 18.4 | NA | NA | 12.9 | 13.6 | 20.5 | 14.4 | 44.8 | 14.8 | 13.3 | 3.5 | 6.4 | 7.5 | 5.9 | 9.2 | 9.3 | 5.7 | 6.6 | 9.8 | 10.3 | 10.1 | 5.8 | 5.3 | 5.8 | 5.5 | 8.2 | 7.7 | 12.6 | 7.9 | 6.9 | 8.4 | 8.6 | 5.6 | 5.8 | 22.3 | 14.7 | 15.8 |
Treynor Ratio | NA | 0.58 | 0.48 | 0.15 | 0.14 | 0.09 | NA | NA | 0.21 | 0.4 | -0.12 | 0.39 | 0.1 | 0.24 | -0.25 | 0.01 | 1.12 | 0.34 | 0.22 | 0.05 | 0.21 | -0.06 | -0.04 | -0.14 | -0.84 | -2.17 | -0.32 | 0.18 | 0.05 | 0.66 | -0.1 | 0.36 | -0.7 | 1.24 | -13.14 | 1.54 | 1.76 | 1.22 | -0.44 | -0.12 | 0.12 | 5.02 |
Alpha | NA | 0.08 | 0.06 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.04 | 0.03 | 0.03 | -0.02 | -0.02 | -0.06 | -0.02 | -0.04 | 0.02 | 0.01 | -0.06 | 0.01 | 0.0 | -0.02 | -0.04 | -0.01 | 0.11 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.03 | 0.07 | -0.02 | 0.07 | 0.07 | 0.07 | 0.03 | -0.02 | -0.04 | 0.03 | 0.18 |
Beta | NA | 0.53 | 0.62 | 0.7 | 0.91 | 0.75 | NA | NA | 0.25 | 0.7 | 0.71 | 0.69 | 1.08 | 0.95 | 0.68 | 0.29 | -0.09 | 0.15 | 0.31 | 0.63 | 0.47 | 0.11 | 0.22 | 0.24 | 0.07 | -0.14 | -0.13 | -0.13 | -0.11 | -0.11 | -0.18 | -0.17 | -0.32 | -0.06 | -0.01 | 0.17 | 0.13 | 0.09 | 0.13 | 0.67 | 1.06 | 0.66 |
RSquared | NA | 0.39 | 0.43 | 0.59 | 0.63 | 0.53 | NA | NA | 0.13 | 0.45 | 0.71 | 0.41 | 0.7 | 0.65 | 0.75 | 0.3 | 0.04 | 0.1 | 0.35 | 0.57 | 0.42 | 0.21 | 0.37 | 0.45 | 0.07 | 0.05 | 0.05 | 0.07 | 0.05 | 0.12 | 0.35 | 0.24 | 0.33 | 0.02 | 0.0 | 0.13 | 0.03 | 0.02 | 0.05 | 0.08 | 0.48 | 0.43 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.7 | 1.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 0.8 | 2.3 | 0.0 | 0.0 | 0.1 | 0.8 | 5.0 | 3.8 | 3.1 | 1.1 | 1.4 | 0.0 | 4.4 | 11.9 | 5.3 | 7.0 | 6.6 | 7.5 | 16.3 | 1.5 | 2.1 | 0.3 | 4.3 | 0.5 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | -53.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 676.5 | -66.7 | N/A | N/A | -100.0 | -87.5 | -86.0 | 70.1 | 26.4 | 178.9 | -24.0 | N/A | -100.0 | -69.2 | 171.4 | -31.9 | 24.1 | 6.4 | -49.3 | 1094.4 | -30.8 | 550.0 | -92.2 | 920.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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