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PX: P10, Inc. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/15/2018 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/15/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -68.1 | -49.8 | -24.5 | -27.4 | 23.6 | -49.3 | 33.8 | 17.5 | -19.0 | 1.6 | 21.3 | 4.5 | 14.2 | 21.5 | 38.4 | -31.8 | 52.0 | 14.0 | 21.8 | 17.3 | 34.2 | 6.0 | 26.2 | -10.4 | 44.6 | -20.7 | -1.6 | 38.4 | 66.1 | 25.0 | 0.8 | 6.3 |
| Sharpe Ratio | NA | -0.2 | -0.36 | -0.4 | -0.36 | -0.72 | 0.71 | -1.82 | 1.03 | -0.89 | -2.13 | -1.16 | 0.2 | -0.85 | -0.17 | 0.15 | 0.59 | -0.93 | 1.21 | -0.42 | 0.04 | -0.11 | 0.66 | -0.37 | 0.15 | -0.74 | 1.1 | -0.72 | -0.18 | 1.4 | 2.04 | 0.71 | -0.04 | 0.33 |
| Draw Down(%) | NA | 39.2 | 98.5 | 98.5 | 98.5 | 59.0 | 34.9 | 59.0 | 7.1 | 9.9 | 22.5 | 11.3 | 5.2 | 11.9 | 20.1 | 15.9 | 23.1 | 51.8 | 13.5 | 10.1 | 10.4 | 10.1 | 15.2 | 24.4 | 30.5 | 41.4 | 28.2 | 41.3 | 28.7 | 13.6 | 15.0 | 21.3 | 21.2 | 14.0 |
| Standard Deviation(%) | NA | 46.0 | 243.8 | 182.8 | 126.8 | 39.9 | 50.6 | 32.3 | 14.2 | 18.7 | 17.6 | 14.6 | 13.6 | 16.7 | 24.7 | 19.1 | 33.5 | 55.0 | 24.9 | 19.9 | 20.8 | 19.8 | 22.6 | 37.1 | 33.7 | 45.6 | 37.7 | 33.2 | 27.9 | 24.7 | 30.5 | 30.9 | 32.0 | 29.3 |
| Treynor Ratio | NA | -1.55 | -1.14 | -0.88 | -0.52 | 19.94 | 3.99 | 6.77 | 0.13 | -0.18 | -0.47 | -0.18 | 0.03 | -0.15 | -0.05 | 0.04 | 0.2 | -0.46 | 0.26 | -0.06 | 0.01 | -0.02 | 0.15 | -0.13 | 0.06 | -0.84 | 1.22 | -0.39 | -0.08 | 0.43 | 0.85 | 0.17 | -0.01 | 0.1 |
| Alpha | NA | -0.01 | -0.13 | -0.09 | -0.05 | -0.13 | 0.23 | -0.33 | 0.04 | 0.02 | -0.1 | -0.04 | -0.02 | -0.04 | 0.04 | 0.02 | 0.04 | 0.08 | 0.16 | 0.01 | 0.09 | 0.03 | 0.02 | 0.14 | 0.14 | -0.04 | 0.14 | -0.14 | -0.07 | 0.07 | 0.12 | 0.1 | -0.02 | -0.01 |
| Beta | NA | 0.06 | 0.78 | 0.82 | 0.86 | -0.01 | 0.09 | -0.09 | 1.12 | 0.94 | 0.81 | 0.92 | 0.8 | 0.96 | 0.93 | 0.82 | 0.99 | 1.1 | 1.15 | 1.3 | 1.4 | 1.22 | 0.96 | 1.02 | 0.88 | 0.4 | 0.34 | 0.62 | 0.65 | 0.8 | 0.74 | 1.29 | 1.14 | 0.96 |
| RSquared | NA | 0.0 | 0.03 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.28 | 0.43 | 0.5 | 0.52 | 0.43 | 0.54 | 0.76 | 0.6 | 0.64 | 0.67 | 0.55 | 0.43 | 0.48 | 0.47 | 0.52 | 0.51 | 0.32 | 0.04 | 0.03 | 0.15 | 0.18 | 0.14 | 0.04 | 0.17 | 0.1 | 0.08 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2018
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