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ETFMX: Winans Long/Short A (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 02/24/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/01/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -10.3 | -5.1 | -8.2 | 0.0 | -7.2 | -8.7 | -2.8 | -14.4 |
Sharpe Ratio | NA | -0.83 | -0.44 | -0.76 | 0.0 | -0.54 | -0.7 | -0.31 | -1.66 |
Draw Down(%) | NA | 16.2 | 19.8 | 34.4 | 0.0 | 16.2 | 19.8 | 8.4 | 19.6 |
Standard Deviation(%) | NA | 12.5 | 11.8 | 11.2 | NA | 13.4 | 12.5 | 9.3 | 9.9 |
Treynor Ratio | NA | -0.16 | -0.12 | -0.42 | NA | -0.11 | -0.22 | -0.16 | -11.9 |
Alpha | NA | -0.06 | -0.05 | -0.04 | 0.0 | -0.04 | -0.05 | -0.02 | -0.07 |
Beta | NA | 0.63 | 0.42 | 0.2 | 0.0 | 0.66 | 0.4 | 0.18 | 0.01 |
RSquared | NA | 0.43 | 0.21 | 0.09 | 0.0 | 0.44 | 0.12 | 0.1 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2008
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