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HABMX: HABMX (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 | 1.5 | -0.3 | 11.3 | 3.7 | 2.4 | -4.4 | -4.3 | -4.7 | 1.9 |
Sharpe Ratio | NA | 0.19 | -0.06 | -0.18 | -0.16 | 0.19 | 0.34 | -0.64 | -0.36 | -0.6 | 5.63 |
Draw Down(%) | NA | 5.6 | 10.3 | 20.3 | 20.3 | 5.6 | 2.6 | 9.8 | 11.9 | 9.7 | 0.7 |
Standard Deviation(%) | NA | 13.1 | 9.1 | 9.6 | 9.6 | 13.3 | 5.4 | 7.1 | 12.1 | 7.9 | 5.2 |
Treynor Ratio | NA | 0.14 | -0.02 | -0.05 | -0.05 | 0.14 | 0.03 | -0.18 | -0.1 | -0.12 | 1.18 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.03 | -0.02 | -0.04 | 0.06 |
Beta | NA | 0.18 | 0.24 | 0.32 | 0.32 | 0.17 | 0.52 | 0.26 | 0.42 | 0.4 | 0.25 |
RSquared | NA | 0.04 | 0.1 | 0.18 | 0.18 | 0.04 | 0.47 | 0.24 | 0.29 | 0.36 | 0.22 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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