Find A Portfolio/Ticker
Comparison Box
PALIX: Palantir Fund (MUTUAL FUND)
Basic Info
Asset Class: | Long-Short |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/16/2007 |
Last Dividend Date: | 09/24/2010 |
12-Mo. Yield | 2.09% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/13/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 04/16/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | -10.5 | -5.3 | -4.3 | -0.2 | -9.0 | 14.3 | -19.3 | 1.2 |
Sharpe Ratio | NA | -1.16 | -0.28 | -0.28 | -2.02 | -0.98 | 0.63 | -0.85 | -0.14 |
Draw Down(%) | NA | 16.6 | 35.6 | 36.8 | 0.5 | 16.6 | 23.8 | 32.3 | 8.6 |
Standard Deviation(%) | NA | 9.1 | 20.0 | 18.2 | 3.3 | 9.3 | 22.8 | 23.8 | 8.6 |
Treynor Ratio | NA | -0.38 | 0.17 | 0.17 | -0.55 | -0.31 | -0.07 | -0.66 | -0.01 |
Alpha | NA | -0.04 | -0.04 | -0.03 | -0.02 | -0.03 | -0.03 | -0.06 | 0.0 |
Beta | NA | 0.28 | -0.33 | -0.3 | 0.12 | 0.29 | -2.07 | 0.31 | 0.88 |
RSquared | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.24 | 0.01 | 0.02 |
Yield(%) | N/A | 2.1 | 0.7 | N/A | 0.0 | 2.1 | 0.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 842.9 | N/A | N/A | -100.0 | 842.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long-Short Asset Class Trend Rankings |