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ACOPX: ALPHA OPPORTUNISTIC ALTERNATIVES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Multialternative |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/09/2011 |
| Last Dividend Date: | 12/30/2015 |
| 12-Mo. Yield | 0.48% |
| Expenses | 2.07% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/09/2011 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.8 | 0.1 | -1.6 | -4.6 | 0.2 | 4.7 | 9.6 | -6.7 |
| Sharpe Ratio | NA | -0.97 | -0.41 | 0.25 | 0.02 | -0.63 | -1.16 | 0.03 | 1.2 | 2.67 | -0.85 |
| Draw Down(%) | NA | 3.6 | 11.2 | 11.2 | 11.8 | 3.5 | 5.8 | 7.8 | 4.2 | 2.0 | 11.8 |
| Standard Deviation(%) | NA | 3.3 | 4.2 | 4.2 | 5.2 | 3.2 | 3.9 | 5.4 | 3.9 | 3.6 | 8.9 |
| Treynor Ratio | NA | -0.67 | -0.13 | 0.06 | 0.0 | -0.77 | -0.27 | 0.01 | 0.22 | 0.56 | -0.23 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.03 | -0.03 |
| Beta | NA | 0.05 | 0.14 | 0.17 | 0.22 | 0.03 | 0.17 | 0.21 | 0.21 | 0.17 | 0.33 |
| RSquared | NA | 0.04 | 0.19 | 0.28 | 0.44 | 0.01 | 0.44 | 0.19 | 0.36 | 0.37 | 0.8 |
| Yield(%) | N/A | 0.5 | 1.3 | 1.4 | N/A | 0.0 | 0.5 | 2.6 | 0.8 | 3.0 | 0.0 |
| Dividend Growth(%) | N/A | -82.9 | N/A | N/A | N/A | -100.0 | -82.9 | 231.3 | -69.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2011
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