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PSCIX: PALMER SQUARE SSI ALTERNATIVE INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 10.09 0(0.0%) July 07
| Asset Class: | Market Neutral |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 05/29/2012 |
| Last Dividend Date: | 05/01/2025 |
| 12-Mo. Yield | 3.96% |
| Expenses | 1.19% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/29/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 2.8 | 8.6 | 7.3 | 3.3 | 3.0 | 2.7 | 8.9 | 7.8 | -5.0 | -6.3 | 9.4 | 6.6 | 0.6 | 4.4 | 5.7 | -2.4 | -0.8 | 2.3 | 2.6 |
| Sharpe Ratio | NA | 1.84 | 4.02 | 2.33 | 0.26 | 0.42 | 0.47 | 1.79 | 1.86 | -2.33 | -0.61 | 2.04 | 4.36 | -0.66 | 3.14 | 3.07 | -1.4 | -0.54 | 1.59 | 2.3 |
| Draw Down(%) | NA | 0.6 | 0.6 | 2.2 | 16.9 | 16.9 | 16.9 | 0.5 | 2.2 | 7.1 | 10.9 | 8.6 | 0.5 | 1.2 | 0.3 | 2.6 | 4.2 | 2.9 | 1.7 | 0.6 |
| Standard Deviation(%) | NA | 1.4 | 1.3 | 1.7 | 5.0 | 3.9 | 3.5 | 1.3 | 1.9 | 2.8 | 10.4 | 4.5 | 1.2 | 1.1 | 1.2 | 1.8 | 1.7 | 1.5 | 1.4 | 1.9 |
| Treynor Ratio | NA | -3.14 | -3.89 | -1.72 | -0.22 | -0.62 | -0.67 | -3.21 | -4.99 | 1.57 | 0.5 | 18.72 | 8.56 | -0.21 | 1.31 | -1.34 | 1.35 | -0.08 | -0.27 | -1.0 |
| Alpha | NA | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.04 | 0.02 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 |
| Beta | NA | -0.01 | -0.01 | -0.02 | -0.06 | -0.03 | -0.02 | -0.01 | -0.01 | -0.04 | -0.13 | 0.0 | 0.01 | 0.03 | 0.03 | -0.04 | -0.02 | 0.09 | -0.08 | -0.04 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.06 | 0.04 | 0.01 |
| Yield(%) | N/A | 1.4 | 4.0 | 4.2 | 3.2 | 2.8 | N/A | 5.0 | 5.3 | 1.4 | 1.8 | 2.5 | 3.7 | 1.9 | 1.9 | 1.4 | 3.0 | 2.3 | 2.3 | 0.5 |
| Dividend Growth(%) | N/A | -71.3 | -25.0 | 54.0 | 40.9 | N/A | N/A | -2.0 | 252.5 | -30.2 | -22.6 | -30.2 | 96.4 | 2.4 | 40.8 | -56.4 | 27.4 | -1.7 | 376.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2012
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