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QCVAX: CLEARWATER INTERNATIONAL FUND CLEARWATER INTERNATIONAL FUND (MUTUAL FUND)
Basic Info 20.1 0.13(0.64%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 01/28/2011 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 2.3 | 11.9 | 1.3 | 8.4 | 5.5 | 7.1 | 18.2 | -19.2 | 14.9 | 19.0 | 26.5 | -14.0 | 26.9 | 1.8 | -0.7 | -7.9 | 21.7 | 9.5 | -17.6 |
Sharpe Ratio | NA | 0.11 | 0.56 | -0.07 | 0.32 | 0.27 | 0.24 | 1.12 | -0.88 | 0.79 | 0.63 | 2.58 | -1.21 | 3.3 | 0.1 | -0.05 | -0.77 | 2.09 | 0.57 | -0.68 |
Draw Down(%) | NA | 4.5 | 12.1 | 35.5 | 35.5 | 35.5 | 35.5 | 12.1 | 30.7 | 11.7 | 34.6 | 6.5 | 22.0 | 3.8 | 11.9 | 15.9 | 13.0 | 8.8 | 14.9 | 25.7 |
Standard Deviation(%) | NA | 10.3 | 11.2 | 18.7 | 20.2 | 16.8 | 17.2 | 12.6 | 23.5 | 18.9 | 29.7 | 9.7 | 12.6 | 8.0 | 15.4 | 14.3 | 10.4 | 10.3 | 16.7 | 27.6 |
Treynor Ratio | NA | 0.02 | 0.1 | -0.02 | 0.1 | 0.07 | 0.06 | 0.24 | -0.33 | 0.32 | 0.24 | 0.4 | -0.25 | 0.47 | 0.02 | -0.01 | -0.2 | 0.34 | 0.1 | -0.2 |
Alpha | NA | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | 0.02 | 0.01 | 0.02 | -0.05 | 0.05 | -0.03 | 0.0 | -0.05 | 0.01 | -0.02 | -0.08 |
Beta | NA | 0.59 | 0.66 | 0.6 | 0.69 | 0.68 | 0.72 | 0.58 | 0.63 | 0.47 | 0.77 | 0.62 | 0.61 | 0.56 | 0.85 | 0.65 | 0.4 | 0.63 | 0.93 | 0.96 |
RSquared | NA | 0.46 | 0.51 | 0.33 | 0.56 | 0.54 | 0.56 | 0.38 | 0.46 | 0.12 | 0.85 | 0.66 | 0.66 | 0.25 | 0.57 | 0.49 | 0.2 | 0.49 | 0.54 | 0.76 |
Yield(%) | N/A | 0.0 | 2.4 | 4.1 | 4.5 | 3.5 | N/A | 2.6 | 1.0 | 10.2 | 2.2 | 3.7 | 4.3 | 3.8 | 2.0 | 2.5 | 0.0 | 3.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | 100.0 | -89.3 | 428.2 | -25.0 | -30.7 | 41.5 | 96.3 | -25.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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