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ICH: Investors Capital Holdings Ltd (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/21/2001 |
| Last Dividend Date: | 02/21/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/11/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/21/2001 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 41.6 | 3.5 | 22.7 | 4.0 | 1.5 | -1.5 | 99.7 | -12.2 | -5.3 | 213.8 | -31.0 | -64.0 | 5.3 | 77.5 | -26.8 | -27.0 | 200.0 | -24.3 | -57.7 |
| Sharpe Ratio | NA | 1.03 | 0.07 | 0.36 | 0.04 | 0.01 | -0.21 | 1.89 | -0.27 | -0.09 | 3.04 | -0.2 | -0.77 | 0.04 | 1.31 | -0.74 | -0.67 | 3.61 | -0.44 | -1.0 |
| Draw Down(%) | NA | 20.9 | 51.3 | 55.3 | 84.1 | 84.1 | 6.2 | 22.4 | 17.6 | 41.4 | 20.6 | 67.1 | 65.0 | 31.3 | 29.5 | 45.3 | 44.6 | 20.5 | 41.4 | 59.6 |
| Standard Deviation(%) | NA | 40.4 | 48.5 | 62.9 | 80.5 | 70.3 | 13.9 | 52.8 | 45.6 | 57.3 | 70.2 | 156.5 | 84.5 | 55.9 | 56.8 | 39.2 | 42.0 | 55.1 | 58.2 | 69.3 |
| Treynor Ratio | NA | 1.79 | -1.14 | 1.09 | 0.2 | 0.03 | -6.24 | 4.69 | 0.44 | -0.72 | 5.07 | -0.89 | -23.49 | 0.08 | 1.5 | -38.24 | -0.76 | 6.29 | -0.81 | 1.78 |
| Alpha | NA | 0.09 | -0.04 | -0.04 | -0.16 | 0.0 | -0.01 | 0.31 | 0.01 | 0.04 | 0.53 | 0.31 | -0.26 | 0.07 | 0.26 | -0.1 | -0.11 | 0.46 | -0.02 | -0.35 |
| Beta | NA | 0.23 | -0.03 | 0.21 | 0.15 | 0.15 | 0.0 | 0.21 | -0.28 | 0.07 | 0.42 | 0.35 | 0.03 | 0.28 | 0.5 | 0.01 | 0.37 | 0.32 | 0.32 | -0.39 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 1.3 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2001
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| 1. INVESTORS CAPITAL HOLDINGS, LTD.401(K) PROFIT SHARING PLAN | (0%) |
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