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QALTX: QALTX (MUTUAL FUND)
Basic Info 9.38 0(0.0%) November 25
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/09/2013 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 11/23/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | -5.4 | -5.0 | 3.5 | 33.6 | 19.0 | -0.9 | 1.0 | 8.5 | -9.2 | 12.0 | -0.8 | -6.3 | -8.6 | 5.6 |
| SR | NA | -1.09 | -0.9 | 0.23 | 1.12 | 0.82 | -0.06 | 0.05 | 1.09 | -1.01 | 1.42 | -0.11 | -0.64 | -0.6 | 1.39 |
| DD(%) | NA | 11.1 | 11.1 | 22.9 | 22.9 | 22.9 | 11.7 | 22.9 | 4.4 | 15.6 | 3.3 | 6.0 | 9.8 | 12.4 | 3.6 |
| SD(%) | NA | 7.7 | 8.4 | 11.7 | 29.2 | 22.3 | 16.2 | 15.5 | 6.6 | 10.4 | 8.1 | 8.7 | 9.9 | 14.3 | 10.7 |
| TR | NA | -0.52 | -0.39 | 0.08 | 1.02 | 0.49 | -0.01 | 0.02 | 0.18 | -0.21 | 0.12 | -0.02 | -0.11 | -0.17 | 0.16 |
| Alpha(%) | NA | -0.02 | -0.02 | 0.0 | 0.12 | 0.06 | -0.06 | -0.03 | -0.01 | -0.03 | -0.03 | -0.02 | -0.03 | -0.06 | -0.04 |
| Beta(%) | NA | 0.16 | 0.19 | 0.32 | 0.32 | 0.37 | 0.69 | 0.34 | 0.4 | 0.51 | 0.94 | 0.45 | 0.56 | 0.5 | 0.93 |
| RS | NA | 0.29 | 0.32 | 0.51 | 0.05 | 0.07 | 0.36 | 0.61 | 0.61 | 0.69 | 0.68 | 0.49 | 0.76 | 0.17 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/09/2013
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