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KAIBX: Karner Blue Biodiversity Impact Fund Butterfly Class (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | (20%) |
Start Date: | 10/03/2019 |
Last Dividend Date: | 02/02/2024 |
12-Mo. Yield | 0.41% |
Expenses | 0.95% |
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Performance Analytics (As of 02/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.7 | 7.5 | 3.1 | 9.5 | 16.6 | -15.0 | 15.4 | 18.5 | 11.8 |
Sharpe Ratio | NA | -1.61 | 0.24 | 0.05 | 0.37 | 0.74 | -0.62 | 1.06 | 0.62 | 7.75 |
Draw Down(%) | NA | 4.5 | 17.1 | 27.4 | 31.4 | 17.1 | 24.6 | 9.0 | 31.4 | 1.3 |
Standard Deviation(%) | NA | 8.4 | 15.6 | 19.7 | 21.8 | 16.8 | 26.6 | 14.5 | 29.5 | 7.4 |
Treynor Ratio | NA | -0.39 | 0.04 | 0.01 | 0.09 | 0.12 | -0.16 | 0.17 | 0.22 | 0.74 |
Alpha | NA | -0.1 | -0.07 | -0.02 | -0.01 | -0.03 | 0.02 | -0.03 | 0.0 | 0.04 |
Beta | NA | 0.35 | 0.99 | 0.98 | 0.89 | 1.05 | 1.0 | 0.92 | 0.81 | 0.78 |
RSquared | NA | 0.26 | 0.66 | 0.8 | 0.85 | 0.72 | 0.87 | 0.76 | 0.94 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2019
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