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VRFIX: STONE RIDGE INTERNATIONAL DEVELOPED MARKETS VARIANCE RISK PREMIUM FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/29/2008 |
Last Dividend Date: | 05/27/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/29/2008 |
2014 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.9 | -22.4 | -8.1 | -5.5 | 0.2 | -22.4 | -3.7 | 35.2 | 0.5 |
Sharpe Ratio | NA | -0.76 | -0.24 | -0.18 | 0.01 | -0.24 | -0.46 | 1.22 | 0.05 |
Draw Down(%) | NA | 23.5 | 23.5 | 31.9 | 31.9 | 23.5 | 11.4 | 26.5 | 26.6 |
Standard Deviation(%) | NA | 29.4 | 34.0 | 31.9 | 28.3 | 23.5 | 13.8 | 28.7 | 58.4 |
Treynor Ratio | NA | 0.59 | 0.19 | 0.13 | 0.06 | 0.19 | -0.12 | 0.31 | 0.03 |
Alpha | NA | -0.02 | -0.02 | -0.03 | 0.0 | -0.02 | -0.03 | 0.01 | 0.0 |
Beta | NA | -0.38 | -0.44 | -0.45 | 0.03 | -0.31 | 0.54 | 1.13 | 1.08 |
RSquared | NA | 0.88 | 0.9 | 0.67 | 0.0 | 0.84 | 0.55 | 0.96 | 0.99 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2008
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