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ZF: Zweig (CEF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/06/1988 |
Last Dividend Date: | 03/22/2017 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 11/18/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/06/1988 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 18.7 | 6.3 | 1.0 | 22.6 | 14.6 | 9.8 | 17.7 | 29.6 | -32.9 | 24.3 | 3.3 | -7.4 | 11.4 | 30.9 | 354.0 | -3.2 | 13.1 | 29.4 | -35.4 | -5.5 | 25.2 | 3.6 | 18.2 | 6.6 | -31.3 | -10.9 | 13.2 | 16.4 | 1.8 | 28.7 | 15.0 | 37.5 | -3.6 | 44.0 | 23.0 | 53.3 | 25.6 | 70.1 | 100.5 |
Sharpe Ratio | NA | -0.3 | -1.06 | -1.52 | 0.04 | NA | NA | 0.09 | 1.0 | -3.32 | 0.53 | -1.85 | -1.8 | -0.63 | 1.16 | 2.43 | -0.89 | -0.31 | 0.36 | -1.41 | -1.4 | 0.36 | -2.18 | -0.13 | -0.79 | -1.78 | -1.4 | -0.65 | 0.84 | -0.07 | 1.72 | 0.73 | 1.88 | -0.35 | 2.39 | 0.2 | 0.44 | 0.92 | 2.97 | 2.99 |
Draw Down(%) | NA | 13.9 | 38.0 | 38.0 | 38.0 | NA | NA | 60.4 | 8.5 | 37.1 | 6.1 | 15.8 | 17.7 | 12.7 | 7.9 | 10.9 | 21.4 | 14.9 | 32.9 | 49.7 | 21.6 | 6.9 | 5.7 | 9.8 | 16.4 | 41.6 | 32.7 | 12.5 | 9.2 | 29.0 | 8.5 | 4.5 | 6.7 | 12.9 | 3.7 | 54.3 | 56.3 | 10.9 | 7.1 | 13.3 |
Standard Deviation(%) | NA | 15.5 | 13.9 | 14.5 | 46.6 | NA | NA | 41.0 | 14.3 | 16.4 | 9.6 | 16.7 | 14.3 | 11.3 | 10.6 | 140.1 | 24.4 | 17.7 | 30.1 | 39.0 | 19.7 | 8.1 | 8.0 | 10.8 | 16.1 | 28.7 | 23.4 | 15.5 | 15.7 | 23.5 | 14.6 | 15.7 | 17.9 | 19.0 | 17.4 | 101.6 | 111.5 | 22.1 | 21.6 | 32.4 |
Treynor Ratio | NA | -0.11 | -0.3 | -0.33 | 0.02 | NA | NA | 0.05 | 0.53 | -0.98 | 0.08 | -0.32 | -0.32 | -0.09 | 0.16 | 1.51 | -0.26 | -0.07 | 0.11 | -0.66 | -0.34 | 0.05 | -0.33 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.04 | -0.05 | 0.09 | NA | NA | 0.08 | 0.04 | -0.18 | 0.01 | -0.03 | -0.05 | -0.01 | 0.0 | 1.2 | -0.03 | -0.01 | 0.01 | -0.03 | -0.05 | 0.02 | -0.03 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.4 | 0.49 | 0.67 | 0.85 | NA | NA | 0.84 | 0.27 | 0.56 | 0.67 | 0.96 | 0.81 | 0.81 | 0.78 | 2.26 | 0.82 | 0.75 | 0.94 | 0.83 | 0.81 | 0.54 | 0.54 | 0.49 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.16 | 0.21 | 0.39 | 0.02 | NA | NA | 0.03 | 0.06 | 0.34 | 0.22 | 0.58 | 0.77 | 0.69 | 0.68 | 0.01 | 0.65 | 0.59 | 0.73 | 0.75 | 0.42 | 0.47 | 0.48 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.2 | 5.7 | 23.4 | 12.1 | 6.6 | N/A | 0.0 | 0.0 | 14.2 | 11.1 | 7.8 | 7.0 | 7.1 | 18.8 | 10.5 | 11.2 | 11.8 | 10.4 | 10.1 | 11.0 | 8.6 | 4.5 | 7.2 | 8.7 | 9.0 | 12.2 | 12.8 | 11.5 | 4.0 | 10.5 | 15.8 | 14.2 | 22.0 | 17.6 | 16.9 | 23.1 | 29.6 | 33.2 |
Dividend Growth(%) | N/A | N/A | -37.3 | 36.1 | 29.6 | -27.0 | N/A | N/A | N/A | -100.0 | 19.4 | 19.0 | 17.5 | 17.0 | 57.1 | 55.6 | -5.3 | 8.6 | -32.7 | -10.3 | 0.0 | 20.8 | 118.2 | -38.9 | -47.8 | -22.5 | -24.6 | -0.8 | -2.5 | 269.7 | -60.2 | -22.4 | -6.1 | -25.0 | 31.0 | 38.1 | -28.8 | 5.4 | 7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/1988
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