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ESTAX: ESTAX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2020 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.06% |
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Performance Analytics (As of 01/11/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/09/2020 |
2021 | 2020 | |
---|---|---|---|---|---|
Annualized Return(%) | -10.3 | -46.5 | -70.1 | -10.3 | -40.0 |
Sharpe Ratio | NA | -0.48 | -0.47 | -1.43 | -0.41 |
Draw Down(%) | NA | 74.0 | 74.0 | 10.3 | 74.0 |
Standard Deviation(%) | NA | 98.1 | 97.1 | 69.3 | 97.7 |
Treynor Ratio | NA | -0.28 | -0.27 | 0.45 | -0.24 |
Alpha | NA | -0.24 | -0.24 | -1.06 | -0.2 |
Beta | NA | 1.69 | 1.69 | -2.19 | 1.71 |
RSquared | NA | 0.42 | 0.42 | 0.35 | 0.43 |
Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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