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QEMRX: QEMRX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/15/2014 |
Last Dividend Date: | 12/20/2017 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
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 | -3.0 | -22.0 | -17.6 | 44.3 | 2.2 | -13.7 | -8.6 |
Sharpe Ratio | NA | -0.9 | 0.31 | -0.08 | -0.97 | 3.73 | 0.11 | -0.72 | -1.24 |
Draw Down(%) | NA | 28.1 | 28.1 | 34.4 | 28.1 | 6.2 | 12.8 | 27.6 | 15.6 |
Standard Deviation(%) | NA | 19.7 | 16.9 | 17.1 | 19.7 | 11.8 | 17.8 | 19.1 | 14.1 |
Treynor Ratio | NA | -0.21 | 0.06 | -0.02 | -0.22 | 0.47 | 0.02 | -0.15 | -0.22 |
Alpha | NA | -0.04 | -0.01 | -0.03 | -0.04 | 0.08 | -0.04 | -0.06 | -0.11 |
Beta | NA | 0.86 | 0.92 | 0.9 | 0.86 | 0.93 | 0.98 | 0.9 | 0.8 |
RSquared | NA | 0.5 | 0.49 | 0.5 | 0.5 | 0.31 | 0.57 | 0.52 | 0.51 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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