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HHQTX: Hancock Horizon Quant Long/Short Trust (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/2008 |
Last Dividend Date: | 12/30/2020 |
12-Mo. Yield | 0.42% |
Expenses | 1.42% |
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Performance Analytics (As of 02/14/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.1 | 4.0 | 3.5 | 5.6 | 5.2 | 0.0 | 10.1 | -4.2 | 11.5 | -5.6 | 7.7 | 3.5 | 0.3 | 9.0 | 24.9 | 8.9 | 1.9 | 16.8 | 7.0 | -16.3 |
Sharpe Ratio | NA | 0.18 | 0.17 | 0.16 | 0.38 | 0.28 | 0.0 | 0.48 | -0.22 | 1.19 | -0.62 | 1.14 | 0.47 | 0.03 | 1.15 | 2.6 | 0.66 | 0.07 | 0.79 | 0.33 | -0.92 |
Draw Down(%) | NA | 18.1 | 25.5 | 25.5 | 25.5 | 33.3 | 9.0 | 17.7 | 25.5 | 5.8 | 14.5 | 3.3 | 5.3 | 6.3 | 5.5 | 4.0 | 12.5 | 23.9 | 18.3 | 21.4 | 29.9 |
Standard Deviation(%) | NA | 28.0 | 20.5 | 17.0 | 13.8 | 17.8 | 38.8 | 22.5 | 20.0 | 8.5 | 11.2 | 6.2 | 7.0 | 9.3 | 7.8 | 9.6 | 13.4 | 25.7 | 21.3 | 21.1 | 56.0 |
Treynor Ratio | NA | 0.63 | 0.07 | 0.05 | 0.09 | 0.07 | 0.03 | 0.3 | -0.08 | 0.16 | -0.11 | 0.09 | 0.07 | 0.01 | 0.14 | 0.31 | 0.09 | 0.02 | 0.15 | 0.1 | -0.64 |
Alpha | NA | 0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.02 | 0.01 | -0.06 | -0.03 | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.04 | -0.04 |
Beta | NA | 0.08 | 0.51 | 0.53 | 0.57 | 0.72 | -0.04 | 0.36 | 0.56 | 0.64 | 0.62 | 0.81 | 0.45 | 0.54 | 0.64 | 0.8 | 0.99 | 1.06 | 1.12 | 0.7 | 0.8 |
RSquared | NA | 0.0 | 0.31 | 0.38 | 0.47 | 0.67 | 0.0 | 0.04 | 0.94 | 0.89 | 0.89 | 0.76 | 0.71 | 0.83 | 0.89 | 0.85 | 0.88 | 0.93 | 0.91 | 0.82 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2008
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