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IRONX: IRONCLAD MANAGED RISK FUND IRONCLAD MANAGED RISK FUND (MUTUAL FUND)
Basic Info 11.09 0.02(0.18%) April 24
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (13%) |
Start Date: | 10/14/2010 |
Last Dividend Date: | 12/05/2023 |
12-Mo. Yield | 5.22% |
Expenses | 1.25% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/14/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 4.3 | 12.4 | 7.5 | 7.9 | 24.0 | 20.1 | 10.5 | 0.3 | 13.2 | 5.9 | 458.3 | 2.0 | 3.3 | 1.9 | 1.4 | 4.9 | 10.6 | 7.5 | 7.3 | 5.1 |
Sharpe Ratio | NA | 0.91 | 1.14 | 0.54 | 0.56 | 0.73 | 0.71 | 0.99 | -0.1 | 1.01 | 0.38 | 4.85 | 0.08 | 1.9 | 0.31 | 0.16 | 0.77 | 2.62 | 1.65 | 0.61 | 4.88 |
Draw Down(%) | NA | 3.5 | 5.3 | 9.3 | 13.7 | 13.7 | 13.7 | 5.3 | 9.1 | 9.1 | 13.7 | 2.6 | 9.0 | 0.5 | 5.9 | 9.3 | 3.9 | 1.6 | 2.7 | 12.9 | 1.3 |
Standard Deviation(%) | NA | 8.0 | 6.4 | 8.8 | 10.9 | 31.2 | 27.1 | 6.4 | 11.4 | 13.1 | 14.8 | 94.1 | 9.2 | 1.4 | 5.5 | 8.3 | 6.3 | 4.0 | 4.6 | 11.9 | 5.4 |
Treynor Ratio | NA | 0.08 | 0.12 | 0.07 | 0.09 | 0.41 | 0.34 | 0.1 | -0.02 | 0.22 | 0.09 | -2.99 | 0.01 | 0.13 | 0.03 | 0.02 | 0.06 | 0.23 | 0.14 | 0.11 | 0.54 |
Alpha | NA | 0.03 | 0.01 | 0.02 | 0.01 | 0.09 | 0.07 | -0.01 | 0.04 | 0.02 | -0.02 | 1.0 | 0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | 0.05 |
Beta | NA | 0.9 | 0.63 | 0.65 | 0.64 | 0.56 | 0.57 | 0.61 | 0.61 | 0.61 | 0.66 | -1.53 | 0.77 | 0.2 | 0.54 | 0.75 | 0.75 | 0.46 | 0.52 | 0.64 | 0.48 |
RSquared | NA | 0.81 | 0.69 | 0.74 | 0.61 | 0.02 | 0.03 | 0.73 | 0.74 | 0.15 | 0.85 | 0.01 | 0.67 | 0.32 | 0.59 | 0.63 | 0.63 | 0.62 | 0.71 | 0.54 | 0.44 |
Yield(%) | N/A | 0.0 | 5.3 | 6.9 | 5.7 | 16.1 | N/A | 5.5 | 2.9 | 13.8 | 4.2 | 131.4 | 8.3 | 9.3 | 1.4 | 2.1 | 7.0 | 5.6 | 8.4 | 4.5 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | 83.3 | -83.5 | -81.7 | N/A | N/A | 83.3 | -79.2 | 227.3 | -96.5 | 1377.6 | -15.8 | 573.3 | -34.8 | -70.5 | 32.2 | -34.4 | 91.5 | 370.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/14/2010
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