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RNCOX: RiverNorth Core Opportunity (MUTUAL FUND)
Basic Info 6.58 0.05(0.77%) May 26
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 03/13/2007 |
| Last Dividend Date: | 04/27/2023 |
| 12-Mo. Yield | 4.22% |
| Expenses | 3.31% |
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Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 3.2 | 3.5 | 10.8 | 5.0 | 5.9 | 6.8 | 6.9 | -11.1 | -7.2 | 4.6 | 22.1 | -8.3 | 17.8 | 12.2 | -5.8 | 6.5 | 15.2 | 14.6 | -2.2 | 17.5 | 48.9 | -27.6 | 6.8 |
| SR | NA | 0.39 | 0.02 | 0.94 | 0.23 | 0.4 | NA | 0.4 | -0.96 | -0.36 | 0.14 | 3.2 | -0.99 | 3.97 | 1.22 | -0.6 | 0.98 | 2.1 | 1.89 | -0.14 | 1.47 | 2.41 | -0.77 | 0.54 |
| DD(%) | NA | 7.0 | 11.2 | 18.3 | 39.1 | 39.1 | NA | 45.7 | 17.4 | 19.9 | 39.1 | 4.1 | 15.3 | 1.9 | 11.0 | 13.5 | 6.2 | 5.7 | 6.6 | 15.9 | 9.6 | 21.7 | 45.6 | 6.8 |
| SD(%) | NA | 9.0 | 12.4 | 10.3 | 16.4 | 12.9 | NA | 15.7 | 13.2 | 20.0 | 31.7 | 6.5 | 9.7 | 4.3 | 9.8 | 9.8 | 6.5 | 7.2 | 7.7 | 16.1 | 11.8 | 20.3 | 36.8 | 10.5 |
| TR | NA | 0.05 | 0.0 | 0.14 | 0.04 | 0.05 | NA | 0.06 | -0.18 | -0.14 | 0.03 | 0.25 | -0.1 | 0.19 | 0.11 | -0.06 | 0.07 | 0.16 | 0.15 | -0.02 | 0.18 | 0.45 | -0.23 | 0.06 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.02 | -0.01 | -0.01 | NA | 0.0 | 0.0 | -0.05 | -0.05 | 0.01 | -0.02 | 0.02 | 0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.03 | 0.02 | 0.08 | 0.01 | 0.0 |
| Beta(%) | NA | 0.75 | 0.75 | 0.7 | 0.99 | 0.98 | NA | 1.07 | 0.7 | 0.52 | 1.3 | 0.82 | 0.93 | 0.88 | 1.04 | 1.0 | 0.92 | 0.94 | 0.95 | 1.14 | 0.95 | 1.09 | 1.26 | 0.94 |
| RS | NA | 0.63 | 0.74 | 0.69 | 0.68 | 0.7 | NA | 0.7 | 0.73 | 0.06 | 0.75 | 0.81 | 0.89 | 0.67 | 0.69 | 0.78 | 0.87 | 0.8 | 0.82 | 0.93 | 0.73 | 0.79 | 0.64 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2007
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See Moderate Allocation Asset Class Trend Rankings |
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