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FTGWX: SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 25.49 0(0.0%) April 19
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (15%) |
Start Date: | 09/15/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.81% |
Expenses | 1.75% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/15/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | -0.6 | 2.4 | -2.4 | 2.2 | 2.8 | 3.1 | 2.2 | -10.5 | 8.0 | 8.4 | 10.7 | -4.8 | 10.6 | 3.9 | -1.5 | 2.3 | 15.8 | 5.1 | -5.0 | 2.7 | 1.5 |
Sharpe Ratio | NA | -0.51 | 0.04 | -0.96 | 0.14 | 0.29 | 0.35 | -0.72 | -2.74 | 1.19 | 0.78 | 1.64 | -0.78 | 2.65 | 0.49 | -0.19 | 0.35 | 2.4 | 0.75 | -0.62 | 0.32 | 0.5 |
Draw Down(%) | NA | 2.1 | 2.3 | 13.3 | 13.3 | 13.3 | 13.3 | 2.3 | 10.9 | 2.9 | 7.4 | 4.2 | 9.6 | 1.6 | 4.3 | 6.8 | 4.2 | 3.5 | 4.9 | 10.4 | 9.5 | 3.8 |
Standard Deviation(%) | NA | 4.2 | 3.3 | 4.2 | 6.5 | 6.7 | 7.0 | 2.8 | 4.4 | 6.7 | 10.4 | 5.7 | 7.9 | 3.8 | 7.5 | 8.1 | 6.6 | 6.6 | 6.8 | 8.2 | 8.1 | 10.4 |
Treynor Ratio | NA | -0.08 | 0.01 | -0.32 | 0.05 | 0.08 | 0.09 | -0.15 | -1.97 | 0.17 | 0.48 | 0.27 | -0.16 | 0.19 | 0.09 | -0.03 | 0.04 | 0.28 | 0.11 | -0.24 | 0.07 | 0.09 |
Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | -0.02 | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.26 | 0.18 | 0.13 | 0.18 | 0.25 | 0.28 | 0.14 | 0.06 | 0.48 | 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 | 0.5 | 0.43 | 0.27 | 0.34 | 0.44 | 0.48 | 0.4 | 0.11 | 0.88 | 0.32 | 0.6 | 0.73 | 0.87 | 0.51 | 0.88 | 0.87 | 0.89 | 0.74 | 0.35 | 0.67 | 0.82 |
Yield(%) | N/A | 0.0 | 3.9 | 2.3 | 3.3 | 3.2 | N/A | 3.8 | 0.0 | 3.8 | 4.0 | 5.2 | 2.5 | 6.8 | 0.3 | 0.5 | 4.3 | 10.6 | 3.4 | 0.5 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -33.1 | 17.1 | N/A | N/A | N/A | -100.0 | -2.8 | -16.8 | 92.6 | -62.2 | 2471.4 | -46.2 | -88.5 | -58.6 | 221.2 | 553.8 | 225.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2009
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