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THLGX: Toews Hedged Large-Cap (MUTUAL FUND)
Basic Info 15.05 0.01(0.07%) October 23
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/03/2010 |
| Last Dividend Date: | 12/23/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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Performance Analytics (As of 10/23/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 21.3 | 30.6 | 13.0 | 9.3 | 6.2 | 6.5 | 19.5 | -4.3 | 19.5 | -4.7 | -11.8 | 7.0 | 29.8 | 14.2 | -19.1 | 6.3 |
| SR | NA | 1.52 | 1.9 | 1.0 | 0.81 | 0.48 | 0.51 | 1.95 | -0.6 | 2.81 | -0.65 | -0.93 | 0.72 | 2.67 | 0.84 | -1.31 | 1.13 |
| DD(%) | NA | 10.7 | 10.7 | 12.7 | 12.7 | 25.2 | 25.2 | 6.1 | 12.7 | 3.0 | 7.5 | 15.8 | 5.8 | 6.0 | 9.1 | 25.2 | 4.9 |
| SD(%) | NA | 17.4 | 15.9 | 11.9 | 10.6 | 12.1 | 12.0 | 9.3 | 9.3 | 6.8 | 7.5 | 12.7 | 9.6 | 11.1 | 17.0 | 14.6 | 13.9 |
| TR | NA | 1.17 | 1.32 | 0.45 | 0.29 | 0.15 | 0.15 | 0.4 | -0.18 | 0.21 | -0.17 | -0.19 | 0.1 | 0.31 | 0.24 | -0.5 | 0.22 |
| Alpha(%) | NA | 0.08 | 0.09 | 0.03 | 0.02 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.03 | -0.05 | -0.01 | 0.0 | 0.02 | -0.09 | -0.03 |
| Beta(%) | NA | 0.22 | 0.23 | 0.27 | 0.3 | 0.4 | 0.4 | 0.46 | 0.31 | 0.9 | 0.28 | 0.63 | 0.69 | 0.96 | 0.59 | 0.38 | 0.72 |
| RS | NA | 0.23 | 0.24 | 0.27 | 0.29 | 0.33 | 0.33 | 0.38 | 0.33 | 0.8 | 0.24 | 0.6 | 0.67 | 0.91 | 0.2 | 0.38 | 0.53 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2010
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