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MFLDX: Marketfield (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/13/2007 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.60% |
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Performance Analytics (As of 01/19/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | 2.2 | 4.3 | 10.7 | 4.7 | 3.6 | 5.9 | 5.6 | 3.1 | 8.6 | 20.2 | 12.1 | -13.2 | 21.2 | -3.4 | -8.3 | -12.3 | 16.9 | 13.5 | 3.7 | 14.3 | 31.1 | -12.9 | 1.6 |
| SR | NA | 6.97 | 0.2 | 0.59 | 0.26 | 0.26 | NA | 0.38 | 0.12 | 0.77 | 0.83 | 1.38 | -1.19 | 2.84 | -0.41 | -1.11 | -1.68 | 2.13 | 1.41 | 0.34 | 1.23 | 1.41 | -0.58 | 1.45 |
| DD(%) | NA | 0.9 | 16.0 | 26.4 | 32.4 | 32.5 | NA | 32.5 | 16.0 | 8.7 | 26.4 | 7.3 | 20.7 | 2.3 | 9.5 | 11.8 | 14.7 | 3.3 | 5.2 | 11.1 | 13.3 | 16.5 | 24.9 | 1.4 |
| SD(%) | NA | 7.7 | 14.1 | 17.2 | 14.8 | 11.9 | NA | 13.6 | 14.1 | 11.0 | 23.9 | 7.8 | 12.2 | 7.3 | 8.6 | 7.5 | 7.3 | 7.9 | 9.6 | 10.6 | 11.6 | 21.9 | 23.6 | 7.9 |
| TR | NA | 2.47 | 0.09 | 0.2 | 0.08 | 0.06 | NA | 0.1 | 0.06 | 0.14 | 0.32 | 0.25 | -0.26 | 0.26 | -0.11 | -0.49 | -0.25 | 0.29 | 0.24 | 0.1 | 0.25 | 0.44 | -0.26 | 0.74 |
| Alpha(%) | NA | 0.14 | 0.03 | 0.02 | 0.0 | -0.01 | NA | 0.0 | 0.03 | -0.03 | 0.03 | 0.0 | -0.05 | 0.01 | -0.03 | -0.04 | -0.08 | 0.0 | 0.02 | 0.01 | 0.02 | 0.04 | 0.03 | 0.04 |
| Beta(%) | NA | 0.22 | 0.3 | 0.51 | 0.51 | 0.48 | NA | 0.51 | 0.3 | 0.6 | 0.61 | 0.42 | 0.56 | 0.79 | 0.34 | 0.17 | 0.49 | 0.58 | 0.57 | 0.37 | 0.58 | 0.7 | 0.52 | 0.15 |
| RS | NA | 0.23 | 0.27 | 0.58 | 0.58 | 0.52 | NA | 0.62 | 0.26 | 0.51 | 0.79 | 0.46 | 0.61 | 0.52 | 0.26 | 0.12 | 0.58 | 0.66 | 0.57 | 0.66 | 0.81 | 0.75 | 0.82 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2007
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