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PEVEX: Direxion Evolution All-Cap Equity Inv (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2004 |
| Last Dividend Date: | 12/20/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.71% |
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Performance Analytics (As of 01/14/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/07/2004 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.8 | 2.5 | 1.9 | 0.1 | 0.0 | 23.2 | 1.4 | -10.8 | -0.1 | -5.5 | -25.3 | 3.2 | 13.0 | 8.9 | 0.8 |
| Sharpe Ratio | NA | 1.77 | 0.18 | 0.13 | -0.07 | 0.0 | 2.23 | 0.11 | -0.64 | -0.01 | -0.41 | -1.33 | 0.01 | 0.7 | 0.47 | 0.01 |
| Draw Down(%) | NA | 5.3 | 20.5 | 23.4 | 45.7 | 0.0 | 5.3 | 11.8 | 19.6 | 22.0 | 10.3 | 28.7 | 8.4 | 15.3 | 11.8 | 14.7 |
| Standard Deviation(%) | NA | 10.0 | 13.5 | 13.9 | 14.7 | NA | 10.4 | 12.4 | 16.8 | 15.1 | 13.6 | 19.7 | 14.8 | 13.9 | 14.3 | 13.6 |
| Treynor Ratio | NA | 0.27 | 0.04 | 0.04 | -0.02 | NA | 0.33 | 0.02 | -0.19 | 0.0 | -0.17 | -0.77 | 0.0 | 0.08 | 0.06 | 0.0 |
| Alpha | NA | 0.0 | -0.03 | -0.04 | -0.02 | 0.0 | 0.01 | -0.04 | -0.05 | -0.04 | -0.06 | -0.06 | -0.01 | -0.02 | 0.02 | -0.04 |
| Beta | NA | 0.66 | 0.63 | 0.53 | 0.51 | 0.0 | 0.7 | 0.85 | 0.56 | 0.66 | 0.34 | 0.34 | 0.78 | 1.18 | 1.12 | 1.14 |
| RSquared | NA | 0.52 | 0.61 | 0.54 | 0.51 | 0.0 | 0.56 | 0.76 | 0.6 | 0.62 | 0.46 | 0.5 | 0.72 | 0.72 | 0.65 | 0.82 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 15.8 | 5.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 226.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2004
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See Long/Short Equity Asset Class Trend Rankings |
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