Find A Portfolio/Ticker
Comparison Box
QEMLX: QEMLX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/15/2014 |
Last Dividend Date: | 12/20/2017 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -3.7 | -21.7 | -17.5 | 44.3 | 2.0 | -13.6 | -2.6 |
Sharpe Ratio | NA | -0.89 | 0.31 | 0.0 | -0.96 | 3.74 | 0.1 | -0.72 | -0.33 |
Draw Down(%) | NA | 28.2 | 28.2 | 34.5 | 28.2 | 6.1 | 13.0 | 27.6 | 15.6 |
Standard Deviation(%) | NA | 19.8 | 16.9 | 16.8 | 19.8 | 11.7 | 17.8 | 19.0 | 12.6 |
Treynor Ratio | NA | -0.2 | 0.06 | 0.0 | -0.22 | 0.47 | 0.02 | -0.15 | -0.05 |
Alpha | NA | -0.04 | -0.01 | -0.02 | -0.04 | 0.08 | -0.04 | -0.06 | -0.07 |
Beta | NA | 0.87 | 0.92 | 0.9 | 0.86 | 0.93 | 0.98 | 0.9 | 0.76 |
RSquared | NA | 0.5 | 0.49 | 0.5 | 0.5 | 0.31 | 0.57 | 0.52 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |