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FFTGX: SALIENT TACTICAL GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/15/2009 |
| Last Dividend Date: | 12/09/2021 |
| 12-Mo. Yield | 3.64% |
| Expenses | 1.75% |
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Performance Analytics (As of 11/28/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/15/2009 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -8.4 | 2.7 | 2.4 | 3.9 | 3.2 | -8.7 | 3.8 | 8.0 | 10.4 | -5.1 | 10.2 | 3.5 | -1.9 | 2.0 | 15.3 | 4.8 | -5.4 | 2.2 | 1.5 |
| Sharpe Ratio | NA | -2.28 | 0.29 | 0.21 | 0.49 | 0.38 | -3.14 | 0.48 | 0.74 | 1.58 | -0.82 | 2.53 | 0.44 | -0.24 | 0.3 | 2.33 | 0.7 | -0.66 | 0.26 | 0.47 |
| Draw Down(%) | NA | 9.2 | 10.3 | 10.3 | 10.3 | 10.7 | 9.1 | 6.5 | 7.5 | 4.3 | 9.8 | 1.7 | 4.4 | 7.0 | 4.2 | 3.6 | 5.0 | 10.7 | 9.7 | 3.8 |
| Standard Deviation(%) | NA | 4.2 | 7.5 | 7.2 | 7.0 | 7.2 | 3.4 | 8.0 | 10.4 | 5.7 | 7.8 | 3.8 | 7.5 | 8.1 | 6.6 | 6.6 | 6.8 | 8.2 | 8.1 | 10.5 |
| Treynor Ratio | NA | -1.12 | 0.13 | 0.07 | 0.12 | 0.1 | -1.72 | 0.07 | 0.45 | 0.26 | -0.16 | 0.18 | 0.08 | -0.04 | 0.04 | 0.27 | 0.1 | -0.26 | 0.06 | 0.09 |
| Alpha | NA | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.04 | 0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.08 | 0.17 | 0.21 | 0.28 | 0.29 | 0.06 | 0.51 | 0.17 | 0.35 | 0.39 | 0.53 | 0.41 | 0.49 | 0.54 | 0.56 | 0.46 | 0.21 | 0.37 | 0.58 |
| RSquared | NA | 0.24 | 0.33 | 0.4 | 0.48 | 0.49 | 0.2 | 0.72 | 0.32 | 0.59 | 0.73 | 0.86 | 0.51 | 0.88 | 0.87 | 0.89 | 0.74 | 0.35 | 0.67 | 0.81 |
| Yield(%) | N/A | 3.6 | 4.2 | 4.1 | 4.1 | N/A | 0.0 | 4.0 | 4.0 | 4.9 | 2.2 | 7.0 | 0.3 | 0.5 | 4.4 | 10.6 | 3.4 | 0.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 0.3 | 34.5 | 17.0 | N/A | N/A | -100.0 | 0.3 | -11.5 | 103.0 | -67.3 | 2438.0 | -45.0 | -88.6 | -57.9 | 218.2 | 536.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2009
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