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LIVAX: LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 22.07 0.19(0.87%) April 26
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (69%) |
Start Date: | 06/01/2011 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.42% |
Expenses | 0.39% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/01/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 4.4 | 19.5 | 3.4 | 8.9 | 8.3 | 8.6 | 21.3 | -18.6 | 18.5 | 14.7 | 26.5 | -8.1 | 20.1 | 8.8 | -0.9 | 7.5 | 22.2 | 16.6 | -10.1 |
Sharpe Ratio | NA | 0.99 | 1.34 | 0.07 | 0.38 | 0.45 | 0.47 | 1.34 | -0.9 | 1.49 | 0.48 | 2.29 | -0.67 | 3.1 | 0.61 | -0.06 | 0.75 | 2.02 | 1.23 | -0.53 |
Draw Down(%) | NA | 5.2 | 11.3 | 26.6 | 34.4 | 34.4 | 34.4 | 11.3 | 26.5 | 5.4 | 34.4 | 6.2 | 17.5 | 1.8 | 10.9 | 12.7 | 7.9 | 7.5 | 12.0 | 22.0 |
Standard Deviation(%) | NA | 10.8 | 11.7 | 16.2 | 19.1 | 16.0 | 16.4 | 12.8 | 22.2 | 12.4 | 29.9 | 10.9 | 14.1 | 6.3 | 14.0 | 14.4 | 10.0 | 11.0 | 13.6 | 31.3 |
Treynor Ratio | NA | 0.12 | 0.17 | 0.01 | 0.11 | 0.1 | 0.1 | 0.19 | -0.22 | 0.2 | 0.32 | 0.37 | -0.12 | 0.24 | 0.08 | -0.01 | 0.09 | 0.23 | 0.17 | -0.16 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.01 | -0.05 |
Beta | NA | 0.88 | 0.93 | 0.89 | 0.65 | 0.71 | 0.77 | 0.89 | 0.9 | 0.91 | 0.45 | 0.68 | 0.79 | 0.82 | 1.02 | 0.9 | 0.85 | 0.94 | 0.96 | 1.06 |
RSquared | NA | 0.9 | 0.86 | 0.92 | 0.53 | 0.62 | 0.68 | 0.82 | 0.95 | 0.92 | 0.27 | 0.61 | 0.92 | 0.75 | 0.92 | 0.95 | 0.94 | 0.91 | 0.8 | 0.94 |
Yield(%) | N/A | 0.0 | 1.9 | 1.7 | 2.2 | 2.7 | N/A | 2.2 | 1.3 | 2.1 | 1.6 | 3.4 | 1.8 | 2.4 | 2.1 | 2.6 | 2.6 | 2.4 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 9.4 | 3.9 | 18.8 | N/A | N/A | 30.0 | -23.1 | 44.4 | -42.6 | 67.9 | -9.7 | 24.0 | -24.2 | 6.5 | 24.0 | 19.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011
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