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THLGX: TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND (MUTUAL FUND)
Basic Info 13.53 0(0.0%) April 25
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (25%) |
Start Date: | 08/03/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.27% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/03/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 1.9 | 14.7 | -2.3 | 5.3 | 4.2 | 4.9 | 16.9 | -12.5 | -9.5 | 30.4 | 19.5 | -4.3 | 19.5 | -4.7 | -11.8 | 7.0 | 29.8 | 14.2 | -19.1 | 6.3 |
Sharpe Ratio | NA | 0.03 | 0.72 | -0.37 | 0.29 | 0.27 | 0.33 | 1.17 | -1.54 | -0.55 | 1.81 | 1.95 | -0.6 | 2.81 | -0.65 | -0.93 | 0.72 | 2.67 | 0.84 | -1.31 | 1.13 |
Draw Down(%) | NA | 6.4 | 8.4 | 27.3 | 27.3 | 27.3 | 27.3 | 8.4 | 13.2 | 16.3 | 11.8 | 6.1 | 12.7 | 3.0 | 7.5 | 15.8 | 5.8 | 6.0 | 9.1 | 25.2 | 4.9 |
Standard Deviation(%) | NA | 12.4 | 10.7 | 12.6 | 13.3 | 11.5 | 12.3 | 11.0 | 9.0 | 17.2 | 16.6 | 9.3 | 9.3 | 6.8 | 7.5 | 12.7 | 9.6 | 11.1 | 17.0 | 14.6 | 13.9 |
Treynor Ratio | NA | 0.0 | 0.1 | -0.13 | 0.12 | 0.09 | 0.1 | 0.18 | -0.85 | -0.12 | 1.22 | 0.39 | -0.18 | 0.21 | -0.17 | -0.19 | 0.1 | 0.31 | 0.24 | -0.5 | 0.22 |
Alpha | NA | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.04 | -0.11 | 0.09 | 0.02 | -0.02 | 0.0 | -0.03 | -0.05 | -0.01 | 0.0 | 0.02 | -0.09 | -0.03 |
Beta | NA | 1.06 | 0.78 | 0.37 | 0.32 | 0.36 | 0.4 | 0.7 | 0.16 | 0.77 | 0.25 | 0.46 | 0.31 | 0.9 | 0.28 | 0.63 | 0.69 | 0.96 | 0.59 | 0.38 | 0.72 |
RSquared | NA | 0.96 | 0.74 | 0.26 | 0.28 | 0.32 | 0.33 | 0.7 | 0.19 | 0.37 | 0.26 | 0.38 | 0.33 | 0.8 | 0.24 | 0.6 | 0.67 | 0.91 | 0.2 | 0.38 | 0.53 |
Yield(%) | N/A | 0.0 | 3.9 | 1.1 | 3.2 | 2.8 | N/A | 4.1 | 0.0 | 0.0 | 10.4 | 1.4 | 0.3 | 0.0 | 0.0 | 2.4 | 8.4 | 15.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -67.6 | 54.4 | N/A | N/A | N/A | N/A | -100.0 | 766.7 | 400.0 | N/A | N/A | -100.0 | -71.6 | -38.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2010
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