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QCGDX: Quantified Common Ground Fund Investor Class Shares (MUTUAL FUND)
Basic Info 14.79 0.02(0.14%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (18%) |
Start Date: | 12/31/2019 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.71% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 4.0 | 21.3 | 6.4 | 11.5 | 14.7 | -12.2 | 32.2 | 14.7 | 0.0 |
Sharpe Ratio | NA | 0.49 | 0.92 | 0.28 | 0.53 | 0.62 | -0.84 | 1.84 | 0.67 | NA |
Draw Down(%) | NA | 4.0 | 12.4 | 20.2 | 22.4 | 13.4 | 16.2 | 9.7 | 22.4 | 0.0 |
Standard Deviation(%) | NA | 9.6 | 13.9 | 15.6 | 17.8 | 17.2 | 16.2 | 17.5 | 21.6 | 0.0 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.06 | 0.16 | 0.1 | -0.26 | 0.3 | 0.29 | 1.0 |
Alpha | NA | -0.01 | -0.01 | 0.01 | 0.01 | -0.04 | -0.01 | 0.02 | 0.01 | NA |
Beta | NA | 0.68 | 0.92 | 0.68 | 0.6 | 1.01 | 0.53 | 1.06 | 0.5 | NA |
RSquared | NA | 0.69 | 0.65 | 0.6 | 0.6 | 0.64 | 0.67 | 0.7 | 0.65 | 0.0 |
Yield(%) | N/A | 0.0 | 0.2 | 2.0 | N/A | 0.2 | 0.0 | 6.9 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 305.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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