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HABRX: HABRX (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2018 |
| 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? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.0 | 1.6 | -0.1 | 2.4 | 4.0 | 2.8 | -4.1 | -4.1 | -4.4 | 1.9 |
| SR | NA | 0.22 | -0.02 | -0.15 | -0.13 | 0.21 | 0.41 | -0.6 | -0.34 | -0.57 | 5.49 |
| DD(%) | NA | 5.6 | 10.2 | 19.9 | 19.9 | 5.6 | 2.5 | 9.8 | 11.8 | 9.6 | 0.7 |
| SD(%) | NA | 13.2 | 9.2 | 9.6 | 9.6 | 13.3 | 5.3 | 7.2 | 12.1 | 7.8 | 5.3 |
| TR | NA | 0.16 | -0.01 | -0.05 | -0.04 | 0.16 | 0.04 | -0.17 | -0.1 | -0.11 | 1.12 |
| 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 | 0.31 | 0.31 | 0.18 | 0.51 | 0.25 | 0.42 | 0.4 | 0.26 |
| RS | NA | 0.04 | 0.1 | 0.18 | 0.18 | 0.04 | 0.46 | 0.23 | 0.29 | 0.36 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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