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QEVOX: Quantified Evolution Plus Fund Investor Class Shares (MUTUAL FUND)
Basic Info 6.44 0.1(1.58%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (17%) |
Start Date: | 09/30/2019 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 0.07% |
Expenses | 1.69% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 10.5 | 9.4 | 2.5 | 1.2 | 1.2 | -24.0 | 14.5 | -1.8 | -2.0 |
Sharpe Ratio | NA | 2.74 | 0.33 | -0.11 | -0.16 | -0.23 | -1.8 | 0.58 | -0.08 | -0.49 |
Draw Down(%) | NA | 4.1 | 11.0 | 27.3 | 28.5 | 10.5 | 24.0 | 13.4 | 28.5 | 7.9 |
Standard Deviation(%) | NA | 15.4 | 14.5 | 16.6 | 20.4 | 13.0 | 14.2 | 24.8 | 27.4 | 17.6 |
Treynor Ratio | NA | 0.41 | 0.07 | -0.06 | -0.08 | -0.09 | -77.23 | 0.1 | -0.05 | 0.4 |
Alpha | NA | 0.0 | -0.05 | -0.01 | -0.03 | -0.04 | -0.11 | -0.07 | -0.03 | 0.0 |
Beta | NA | 1.03 | 0.71 | 0.31 | 0.39 | 0.35 | 0.0 | 1.48 | 0.42 | -0.21 |
RSquared | NA | 0.6 | 0.34 | 0.11 | 0.19 | 0.13 | 0.0 | 0.68 | 0.3 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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