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WAVIX: Longboard Managed Futures Strategy I (MUTUAL FUND)
Basic Info 9.87 0.02(0.20%) January 27
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 06/28/2012 |
| Last Dividend Date: | 12/06/2022 |
| 12-Mo. Yield | 2.67% |
| Expenses | 2.99% |
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Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -2.0 | 9.0 | -1.5 | -5.9 | 0.5 | 0.8 | 11.8 | 1.5 | -13.9 | -9.0 | -10.4 | 12.6 | -6.7 | 8.9 | 14.7 | 3.7 | -1.5 |
| SR | NA | -5.59 | 0.88 | -0.15 | -0.45 | 0.0 | 0.02 | 1.22 | 0.16 | -0.65 | -0.67 | -0.64 | 0.88 | -0.44 | 0.75 | 1.46 | 0.27 | -0.28 |
| DD(%) | NA | 2.3 | 8.3 | 25.7 | 39.1 | 39.3 | 39.3 | 8.3 | 9.7 | 25.7 | 16.7 | 24.8 | 6.1 | 18.6 | 10.3 | 6.8 | 14.3 | 5.8 |
| SD(%) | NA | 4.9 | 8.4 | 14.1 | 15.3 | 14.3 | 14.1 | 8.6 | 9.3 | 21.6 | 15.6 | 18.2 | 13.7 | 15.6 | 11.9 | 10.1 | 13.6 | 10.9 |
| TR | NA | 9.46 | -0.42 | 0.17 | 0.61 | 0.0 | -0.05 | -0.61 | 0.04 | 0.87 | 0.39 | -5.49 | 0.12 | 0.13 | -6.67 | 0.34 | 0.06 | -3.63 |
| Alpha(%) | NA | -0.11 | 0.03 | 0.0 | -0.02 | 0.01 | 0.01 | 0.03 | -0.03 | -0.04 | -0.01 | -0.04 | -0.03 | 0.0 | 0.04 | 0.03 | -0.06 | -0.01 |
| Beta(%) | NA | -0.03 | -0.18 | -0.12 | -0.11 | -0.06 | -0.06 | -0.17 | 0.33 | -0.16 | -0.26 | 0.02 | 0.98 | -0.52 | -0.01 | 0.43 | 0.66 | 0.01 |
| RS | NA | 0.01 | 0.26 | 0.05 | 0.03 | 0.01 | 0.0 | 0.23 | 0.22 | 0.07 | 0.05 | 0.0 | 0.23 | 0.19 | 0.0 | 0.24 | 0.29 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2012
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