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CZAMX: ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND CLASS Z (MUTUAL FUND)
Basic Info 9.32 0.02(0.21%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (88%) |
Start Date: | 01/04/2017 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.31% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 5.2 | 2.4 | 3.5 | 3.3 | 3.1 | 2.8 | -0.6 | 5.8 | 6.1 | -3.2 | 0.5 |
Sharpe Ratio | NA | -0.46 | 0.5 | 0.57 | 0.32 | -0.35 | 0.46 | -0.18 | 1.23 | 1.83 | -1.45 | -0.03 |
Draw Down(%) | NA | 3.3 | 3.7 | 7.2 | 7.2 | 2.6 | 2.3 | 4.5 | 7.2 | 2.1 | 5.2 | 3.5 |
Standard Deviation(%) | NA | 3.0 | 3.2 | 3.4 | 3.3 | 3.3 | 3.2 | 3.6 | 4.5 | 2.6 | 3.1 | 3.1 |
Treynor Ratio | NA | -0.63 | 0.27 | 0.29 | 0.15 | -0.1 | 1.12 | -0.04 | 0.63 | -5.03 | -0.53 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | 0.02 | -0.02 | -0.02 |
Beta | NA | 0.02 | 0.06 | 0.07 | 0.07 | 0.12 | 0.01 | 0.16 | 0.09 | -0.01 | 0.08 | 0.25 |
RSquared | NA | 0.02 | 0.12 | 0.18 | 0.19 | 0.27 | 0.01 | 0.36 | 0.46 | 0.0 | 0.21 | 0.32 |
Yield(%) | N/A | 2.6 | 3.7 | 3.0 | N/A | 2.7 | 7.4 | 1.5 | 0.9 | 2.2 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -65.7 | N/A | N/A | N/A | -65.7 | 400.0 | 75.0 | -57.9 | 46.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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