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LAATX: LAATX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/28/2017 |
Last Dividend Date: | 12/18/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.65% |
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Performance Analytics (As of 12/29/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.5 | 6.7 | 5.3 | -1.9 | 6.4 | 16.3 | -5.8 | 11.9 |
Sharpe Ratio | NA | -0.32 | 0.76 | 0.63 | -0.39 | 0.53 | 2.53 | -1.17 | 2.98 |
Draw Down(%) | NA | 9.3 | 21.3 | 21.3 | 9.3 | 21.3 | 3.1 | 10.4 | 2.2 |
Standard Deviation(%) | NA | 4.9 | 8.1 | 7.2 | 4.9 | 11.8 | 5.9 | 6.0 | 4.6 |
Treynor Ratio | NA | -0.16 | 0.33 | 0.28 | -0.19 | 0.29 | 1.1 | -1.84 | 4.03 |
Alpha | NA | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.03 | 0.05 |
Beta | NA | 0.1 | 0.19 | 0.16 | 0.1 | 0.21 | 0.14 | 0.04 | 0.03 |
RSquared | NA | 0.08 | 0.29 | 0.2 | 0.08 | 0.39 | 0.08 | 0.01 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2017
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