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WAVIX: Longboard Managed Futures Strategy I (MUTUAL FUND)
Basic Info 9.61 0.05(0.52%) December 08
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 06/28/2012 |
| Last Dividend Date: | 12/06/2022 |
| 12-Mo. Yield | 2.81% |
| Expenses | 3.24% |
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Performance Analytics (As of 12/08/2023)
| 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(%) | -6.0 | -4.6 | -3.5 | 4.6 | 1.0 | 2.1 | 1.7 | 8.5 | 5.4 | 1.4 | -9.0 | -10.4 | 12.6 | -6.7 | 8.9 | 14.7 | 3.7 | -1.5 |
| SR | NA | -1.08 | -0.93 | 0.33 | -0.04 | 0.09 | 0.07 | 0.89 | 0.61 | 0.08 | -0.67 | -0.64 | 0.88 | -0.44 | 0.75 | 1.46 | 0.27 | -0.28 |
| DD(%) | NA | 9.2 | 9.2 | 11.8 | 17.8 | 31.6 | 31.6 | 8.3 | 6.2 | 16.4 | 16.7 | 24.8 | 6.1 | 18.6 | 10.3 | 6.8 | 14.3 | 5.8 |
| SD(%) | NA | 8.5 | 8.4 | 8.5 | 11.6 | 12.8 | 12.8 | 8.1 | 8.8 | 13.8 | 15.6 | 18.2 | 13.7 | 15.6 | 11.9 | 10.1 | 13.6 | 10.9 |
| TR | NA | -1.1 | -1.52 | -1.36 | 0.04 | -0.16 | -0.18 | -0.44 | 0.15 | -0.07 | 0.39 | -5.5 | 0.12 | 0.13 | -6.66 | 0.34 | 0.06 | -3.62 |
| Alpha | NA | -0.04 | -0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.02 | -0.01 | -0.04 | -0.03 | 0.0 | 0.04 | 0.03 | -0.06 | -0.01 |
| Beta | NA | 0.08 | 0.05 | -0.02 | -0.12 | -0.07 | -0.05 | -0.16 | 0.35 | -0.16 | -0.26 | 0.02 | 0.98 | -0.52 | -0.01 | 0.43 | 0.66 | 0.01 |
| RS | NA | 0.02 | 0.01 | 0.0 | 0.05 | 0.01 | 0.0 | 0.24 | 0.28 | 0.16 | 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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