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NANIX: NANIX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/2015 |
Last Dividend Date: | 03/31/2020 |
12-Mo. Yield | 4.59% |
Expenses | 0.70% |
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Performance Analytics (As of 04/30/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -12.1 | -1.4 | 0.2 | -5.7 | -15.3 | 13.2 | -6.4 | 11.6 | 9.7 | -7.2 |
Sharpe Ratio | NA | -0.96 | -0.28 | -0.07 | -0.04 | -1.8 | 2.22 | -1.08 | 2.95 | 1.25 | -1.23 |
Draw Down(%) | NA | 25.6 | 25.6 | 25.6 | 25.6 | 25.6 | 3.5 | 11.2 | 1.4 | 5.8 | 10.0 |
Standard Deviation(%) | NA | 13.6 | 9.2 | 8.5 | 8.4 | 22.4 | 5.3 | 7.1 | 3.7 | 7.6 | 7.6 |
Treynor Ratio | NA | -0.4 | -0.08 | -0.02 | -0.01 | -1.22 | 0.35 | -0.2 | 0.32 | 0.21 | -0.23 |
Alpha | NA | -0.06 | -0.02 | -0.01 | -0.01 | -0.17 | 0.01 | -0.02 | 0.02 | 0.01 | -0.04 |
Beta | NA | 0.33 | 0.34 | 0.36 | 0.36 | 0.33 | 0.33 | 0.38 | 0.35 | 0.46 | 0.41 |
RSquared | NA | 0.64 | 0.67 | 0.66 | 0.66 | 0.65 | 0.63 | 0.81 | 0.43 | 0.67 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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