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QAWTX: QAWTX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/2019 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 0.00% |
Expenses | 2.93% |
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Performance Analytics (As of 08/29/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | -26.5 | 1.4 | -28.8 | 7.4 | 16.8 | 0.0 |
Sharpe Ratio | NA | -2.05 | 0.07 | -3.1 | 0.47 | 0.8 | NA |
Draw Down(%) | NA | 30.8 | 30.8 | 29.5 | 9.0 | 12.9 | 0.0 |
Standard Deviation(%) | NA | 13.1 | 16.0 | 13.3 | 15.6 | 20.7 | 0.0 |
Treynor Ratio | NA | -0.83 | 0.04 | -1.59 | 0.1 | 0.88 | 1.0 |
Alpha | NA | -0.11 | 0.0 | -0.18 | -0.04 | 0.05 | NA |
Beta | NA | 0.33 | 0.26 | 0.26 | 0.74 | 0.19 | NA |
RSquared | NA | 0.29 | 0.19 | 0.24 | 0.44 | 0.1 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2019
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