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QCPIX: QCPIX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/06/2018 |
Last Dividend Date: | 12/23/2021 |
12-Mo. Yield | 1.53% |
Expenses | 0.49% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -8.4 | 1.8 | 1.6 | 0.0 | -9.4 | 2.4 | 2.6 | 0.7 |
Sharpe Ratio | NA | -1.41 | 0.26 | 0.2 | NA | -1.55 | 0.35 | 0.27 | -0.05 |
Draw Down(%) | NA | 8.8 | 9.9 | 9.9 | NA | 9.5 | 6.9 | 5.7 | 5.6 |
Standard Deviation(%) | NA | 6.0 | 4.9 | 4.6 | NA | 6.0 | 6.2 | 4.5 | 8.7 |
Treynor Ratio | NA | 6.53 | -0.4 | -0.28 | NA | 5.61 | -0.76 | -0.18 | 0.08 |
Alpha | NA | -0.03 | 0.01 | 0.01 | NA | -0.04 | 0.01 | 0.01 | 0.0 |
Beta | NA | -0.01 | -0.03 | -0.03 | NA | -0.02 | -0.03 | -0.07 | -0.05 |
RSquared | NA | 0.0 | 0.02 | 0.02 | NA | 0.0 | 0.03 | 0.04 | 0.01 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 |
Dividend Growth(%) | 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 04/05/2018
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