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MLPPX: FAMCO MLP & Energy Infrastructure (MUTUAL FUND)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 09/13/2010 |
| Last Dividend Date: | 11/25/2014 |
| 12-Mo. Yield | - |
| Expenses | 1.00% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Inception** | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -5.3 | 11.3 | 12.7 | 12.5 | 6.6 | 20.1 | 7.3 | 12.6 | 6.7 |
| SR | NA | 0.82 | 1.21 | 1.09 | 0.49 | 2.27 | 0.86 | 0.86 | 3.63 |
| DD(%) | NA | 13.7 | 13.7 | 14.0 | 13.7 | 6.8 | 8.1 | 14.0 | 3.1 |
| SD(%) | NA | 13.7 | 10.5 | 11.4 | 13.9 | 8.9 | 8.4 | 14.7 | 6.5 |
| TR | NA | 0.2 | 0.29 | 0.3 | 0.12 | 0.41 | 0.22 | 0.31 | 0.93 |
| Alpha(%) | NA | 0.09 | 0.05 | 0.04 | 0.09 | 0.04 | 0.02 | 0.05 | 0.02 |
| Beta(%) | NA | 0.56 | 0.44 | 0.42 | 0.56 | 0.49 | 0.33 | 0.41 | 0.25 |
| RS | NA | 0.54 | 0.52 | 0.6 | 0.54 | 0.56 | 0.56 | 0.75 | 0.42 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2010
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