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JCRIX: Jefferies Asset Mgmt Cmdty Strat Allc I (MUTUAL FUND)
Basic Info 8.65 0.15(1.70%) May 13
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/10/2020 |
| 12-Mo. Yield | 0.31% |
| Expenses | 1.17% |
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Performance Analytics (As of 05/12/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 19.1 | 72.6 | 2.9 | 5.5 | -2.6 | 0.7 | 2.5 | 11.3 | -14.3 | 4.8 | 16.0 | -21.6 | -16.7 | -5.7 | -0.5 | -5.2 | 31.7 |
| SR | NA | 5.24 | 4.89 | 0.19 | 0.36 | -0.18 | 0.04 | 0.1 | 0.83 | -1.21 | 0.4 | 0.95 | -1.3 | -1.67 | -0.6 | -0.04 | -0.25 | 4.82 |
| DD(%) | NA | 5.0 | 6.2 | 42.9 | 42.9 | 60.7 | 62.2 | 35.8 | 11.4 | 21.5 | 13.6 | 11.1 | 25.3 | 24.5 | 13.6 | 18.9 | 24.1 | 7.2 |
| SD(%) | NA | 14.9 | 15.0 | 17.0 | 15.2 | 15.2 | 15.2 | 22.7 | 11.9 | 12.9 | 10.4 | 16.6 | 16.6 | 10.0 | 9.5 | 14.0 | 20.8 | 14.9 |
| TR | NA | 1.34 | 1.03 | 0.04 | 0.07 | -0.03 | 0.01 | 0.02 | 0.13 | -0.2 | 0.06 | 0.18 | -0.25 | -0.22 | -0.07 | -0.01 | -0.06 | 0.96 |
| Alpha(%) | NA | 0.07 | 0.07 | 0.01 | 0.0 | 0.0 | 0.01 | 0.04 | 0.01 | -0.02 | 0.0 | 0.0 | 0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.07 |
| Beta(%) | NA | 0.58 | 0.71 | 0.83 | 0.82 | 0.85 | 0.84 | 0.94 | 0.79 | 0.8 | 0.76 | 0.87 | 0.88 | 0.75 | 0.77 | 0.84 | 0.89 | 0.75 |
| RS | NA | 0.57 | 0.68 | 0.78 | 0.79 | 0.81 | 0.8 | 0.83 | 0.79 | 0.8 | 0.82 | 0.87 | 0.88 | 0.75 | 0.73 | 0.8 | 0.79 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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