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THSMX: Toews Hedged Small & Mid Cap (MUTUAL FUND)
Basic Info 11.6 0.04(0.35%) October 23
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 07/27/2010 |
| Last Dividend Date: | 12/23/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.51% |
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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(%) | -0.0 | 17.2 | 23.9 | 6.6 | 3.9 | 2.9 | 3.2 | 10.1 | -8.5 | 10.8 | -4.9 | -12.1 | 0.5 | 32.0 | 11.4 | -23.8 | 12.5 |
| SR | NA | 0.91 | 1.11 | 0.38 | 0.23 | 0.18 | 0.2 | 0.81 | -1.06 | 0.97 | -0.44 | -0.93 | 0.04 | 2.29 | 0.92 | -1.25 | 1.95 |
| DD(%) | NA | 11.0 | 11.0 | 13.0 | 13.3 | 29.6 | 29.6 | 7.4 | 13.0 | 5.7 | 8.2 | 17.3 | 9.6 | 6.2 | 10.0 | 29.6 | 7.1 |
| SD(%) | NA | 23.2 | 21.2 | 14.7 | 13.7 | 14.0 | 14.0 | 10.6 | 9.3 | 10.5 | 11.5 | 13.1 | 11.8 | 14.0 | 12.4 | 19.1 | 15.8 |
| TR | NA | 0.79 | 0.87 | 0.19 | 0.09 | 0.05 | 0.06 | 0.18 | -0.35 | 0.08 | -0.11 | -0.2 | 0.01 | 0.28 | 0.18 | -0.52 | 0.37 |
| Alpha(%) | NA | 0.07 | 0.07 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.03 | -0.06 | -0.04 | -0.05 | -0.04 | -0.01 | 0.01 | -0.11 | 0.01 |
| Beta(%) | NA | 0.27 | 0.27 | 0.29 | 0.34 | 0.45 | 0.45 | 0.47 | 0.28 | 1.26 | 0.44 | 0.6 | 0.77 | 1.13 | 0.65 | 0.46 | 0.84 |
| RS | NA | 0.19 | 0.19 | 0.21 | 0.23 | 0.31 | 0.32 | 0.3 | 0.27 | 0.64 | 0.26 | 0.5 | 0.56 | 0.8 | 0.45 | 0.31 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2010
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