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LYFIX: AlphaCentric LifeSci Healthcare Fund Class I (MUTUAL FUND)
Basic Info 11.58 0.13(1.11%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (19%) |
Start Date: | 12/02/2019 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.41% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.2 | -10.4 | -13.4 | -2.7 | -0.7 | 7.2 | -0.9 | -3.3 | 54.8 | 1.2 |
Sharpe Ratio | NA | -1.33 | -0.58 | -0.12 | 0.31 | 0.15 | -0.07 | -0.13 | 2.13 | 1.77 |
Draw Down(%) | NA | 9.6 | 24.2 | 32.4 | 35.3 | 26.4 | 28.5 | 22.0 | 21.2 | 2.4 |
Standard Deviation(%) | NA | 19.9 | 20.4 | 25.8 | 25.7 | 20.4 | 32.5 | 25.4 | 25.4 | 8.6 |
Treynor Ratio | NA | -0.3 | -0.13 | -0.03 | 0.11 | 0.03 | -0.02 | -0.04 | 0.99 | 0.35 |
Alpha | NA | -0.18 | -0.11 | -0.02 | 0.0 | -0.05 | 0.09 | -0.09 | 0.13 | -0.02 |
Beta | NA | 0.89 | 0.91 | 0.93 | 0.73 | 0.89 | 0.99 | 0.95 | 0.55 | 0.44 |
RSquared | NA | 0.28 | 0.29 | 0.42 | 0.42 | 0.35 | 0.57 | 0.26 | 0.56 | 0.11 |
Yield(%) | N/A | 0.0 | 2.5 | 5.7 | N/A | 2.7 | 4.1 | 10.8 | 3.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -38.2 | N/A | N/A | -38.2 | -67.3 | 380.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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