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DALT: Anfield Capital Diversified Alternatives ETF (ETF)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | (99%) |
Start Date: | 09/29/2017 |
Last Dividend Date: | 04/18/2024 |
12-Mo. Yield | 3.79% |
Expenses | - |
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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 | Since 09/29/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 4.0 | 10.0 | -1.2 | 0.6 | 1.5 | 6.3 | -16.5 | 9.9 | -2.5 | 19.3 | -9.4 | 2.9 |
Sharpe Ratio | NA | 1.31 | 0.59 | -0.23 | -0.04 | 0.0 | 0.17 | -0.86 | 0.78 | -0.07 | 2.08 | -0.9 | 1.32 |
Draw Down(%) | NA | 1.7 | 6.9 | 22.9 | 44.9 | 44.9 | 9.7 | 20.2 | 8.3 | 44.9 | 3.9 | 17.8 | 3.2 |
Standard Deviation(%) | NA | 7.9 | 10.5 | 15.2 | 21.6 | 19.6 | 12.4 | 20.8 | 12.7 | 39.1 | 8.6 | 11.9 | 8.5 |
Treynor Ratio | NA | 0.25 | 0.1 | -0.05 | -0.01 | 0.0 | 0.03 | -0.27 | 0.14 | -0.03 | 0.35 | -0.23 | 0.61 |
Alpha | NA | 0.02 | -0.02 | -0.02 | -0.03 | -0.03 | -0.05 | -0.02 | -0.03 | -0.07 | 0.01 | -0.03 | 0.03 |
Beta | NA | 0.42 | 0.64 | 0.67 | 0.8 | 0.75 | 0.72 | 0.66 | 0.72 | 0.93 | 0.51 | 0.46 | 0.18 |
RSquared | NA | 0.4 | 0.55 | 0.61 | 0.66 | 0.63 | 0.62 | 0.63 | 0.61 | 0.72 | 0.56 | 0.43 | 0.02 |
Yield(%) | N/A | 0.7 | 3.9 | 2.8 | 2.9 | N/A | 3.8 | 3.2 | 1.8 | 2.5 | 4.6 | 2.7 | 1.3 |
Dividend Growth(%) | N/A | -81.2 | 3.1 | -7.5 | N/A | N/A | -3.0 | 94.1 | -34.6 | -36.6 | 46.4 | 115.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2017
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