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HAEMX: HAEMX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/07/2013 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.88% |
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Performance Analytics (As of 12/22/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -18.5 | 0.2 | 2.1 | 2.7 | -19.6 | -28.5 | 19.3 | 25.3 | -12.1 | 33.1 | 13.7 | -20.3 | -6.0 | 2.4 |
Sharpe Ratio | NA | -0.89 | -0.01 | 0.06 | 0.11 | -0.95 | -0.68 | 0.57 | 1.65 | -0.72 | 3.03 | 0.7 | -1.09 | -0.45 | 1.47 |
Draw Down(%) | NA | 34.0 | 38.9 | 38.9 | 42.2 | 34.0 | 40.8 | 38.3 | 10.7 | 25.0 | 5.7 | 15.1 | 29.7 | 18.6 | 3.2 |
Standard Deviation(%) | NA | 22.2 | 24.7 | 21.9 | 19.4 | 22.4 | 42.1 | 33.3 | 14.5 | 18.5 | 10.8 | 19.2 | 18.7 | 13.2 | 12.1 |
Treynor Ratio | NA | -0.32 | 0.0 | 0.02 | 0.03 | -0.34 | -0.28 | 0.23 | 0.28 | -0.17 | 0.37 | 0.12 | -0.22 | -0.08 | 0.29 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.03 | -0.2 | 0.01 | 0.0 | -0.03 | 0.05 | 0.0 | -0.09 | -0.06 | -0.04 |
Beta | NA | 0.62 | 0.77 | 0.78 | 0.81 | 0.62 | 1.01 | 0.84 | 0.86 | 0.81 | 0.89 | 1.11 | 0.92 | 0.77 | 0.61 |
RSquared | NA | 0.48 | 0.66 | 0.64 | 0.6 | 0.48 | 0.15 | 0.8 | 0.57 | 0.54 | 0.34 | 0.62 | 0.57 | 0.47 | 0.2 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2013
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