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IRNIX: IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/09/2009 |
| Last Dividend Date: | 12/28/2020 |
| 12-Mo. Yield | 1.87% |
| Expenses | 2.08% |
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Performance Analytics (As of 04/30/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/09/2009 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.7 | 0.7 | 0.8 | 1.4 | 4.4 | -0.4 | -2.4 | 6.8 | -2.5 | 2.5 | 4.3 | -3.4 | -0.3 | 6.0 | 7.1 | 0.3 | 11.0 | 28.5 |
| Sharpe Ratio | NA | 2.09 | -0.04 | 0.01 | 0.32 | 1.17 | -0.88 | -0.42 | 2.9 | -2.17 | 0.93 | 1.1 | -1.48 | -0.15 | 2.37 | 2.56 | 0.06 | 2.4 | 6.68 |
| Draw Down(%) | NA | 1.7 | 13.2 | 13.2 | 13.2 | 13.2 | 0.8 | 13.2 | 0.9 | 3.5 | 1.8 | 3.0 | 5.6 | 4.8 | 2.3 | 2.5 | 8.4 | 2.9 | 2.1 |
| Standard Deviation(%) | NA | 2.7 | 3.8 | 3.4 | 3.2 | 3.5 | 1.4 | 6.2 | 1.9 | 1.8 | 2.0 | 3.7 | 2.3 | 2.2 | 2.5 | 2.8 | 4.1 | 4.5 | 4.8 |
| Treynor Ratio | NA | 0.59 | -0.01 | 0.0 | 0.15 | 0.72 | -0.31 | -0.23 | 0.52 | -0.74 | 0.11 | 0.28 | -1.0 | -0.07 | -28.85 | 2.62 | -0.23 | 4.95 | 21.05 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.04 | 0.11 |
| Beta | NA | 0.1 | 0.1 | 0.1 | 0.07 | 0.06 | 0.04 | 0.11 | 0.1 | 0.05 | 0.17 | 0.14 | 0.03 | 0.05 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 |
| RSquared | NA | 0.4 | 0.37 | 0.35 | 0.14 | 0.09 | 0.17 | 0.4 | 0.48 | 0.25 | 0.31 | 0.26 | 0.05 | 0.06 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 |
| Yield(%) | N/A | 1.9 | 2.7 | 2.5 | 3.3 | N/A | 0.0 | 2.3 | 3.8 | 2.4 | 3.0 | 1.3 | 3.1 | 6.0 | 3.4 | 4.4 | 7.2 | 7.0 | 5.4 |
| Dividend Growth(%) | N/A | -50.4 | 7.9 | -50.1 | N/A | N/A | -100.0 | -38.0 | 51.9 | -20.5 | 141.0 | -60.7 | -52.1 | 83.3 | -22.0 | -42.8 | 7.1 | 59.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2009
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