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HABFX: HABFX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/2013 |
Last Dividend Date: | 10/05/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.6 | -0.2 | 11.6 | 3.9 | 2.8 | -4.6 | -4.6 | -5.0 | 1.8 |
Sharpe Ratio | NA | 0.2 | -0.04 | -0.19 | -0.17 | 0.2 | 0.42 | -0.68 | -0.38 | -0.64 | 5.26 |
Draw Down(%) | NA | 5.7 | 10.4 | 20.7 | 20.7 | 5.7 | 2.3 | 9.9 | 12.2 | 9.9 | 0.8 |
Standard Deviation(%) | NA | 13.2 | 9.2 | 9.6 | 9.6 | 13.4 | 5.3 | 7.1 | 12.2 | 7.8 | 5.2 |
Treynor Ratio | NA | 0.15 | -0.02 | -0.06 | -0.05 | 0.15 | 0.04 | -0.19 | -0.11 | -0.12 | 1.06 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.03 | -0.02 | -0.04 | 0.05 |
Beta | NA | 0.18 | 0.23 | 0.32 | 0.32 | 0.18 | 0.52 | 0.25 | 0.43 | 0.4 | 0.26 |
RSquared | NA | 0.04 | 0.1 | 0.18 | 0.18 | 0.04 | 0.46 | 0.23 | 0.29 | 0.36 | 0.24 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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