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HYMTX: HYMTX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2017 |
Last Dividend Date: | 06/29/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/09/2018 |
2018 | 2017 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 3.7 | 1.3 |
Sharpe Ratio | NA | 1.62 | 1.42 | 1.8 | 0.98 |
Draw Down(%) | NA | 0.9 | 1.7 | 0.8 | 1.7 |
Standard Deviation(%) | NA | 1.9 | 1.9 | 1.6 | 2.5 |
Treynor Ratio | NA | 8.09 | 11.5 | 5.36 | -0.84 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.0 | 0.0 | 0.01 | -0.03 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 |
Yield(%) | N/A | 2.7 | N/A | 2.0 | 1.4 |
Dividend Growth(%) | N/A | N/A | N/A | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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