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ALPHX: HATTERAS ALPHA HEDGED STRATEGIES FUND NO LOAD (MUTUAL FUND)
Basic Info
| Asset Class: | Multialternative |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/03/2002 |
| Last Dividend Date: | 12/30/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.63% |
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Performance Analytics (As of 04/21/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/03/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.4 | -2.7 | -0.1 | -1.1 | 1.6 | 0.0 | -3.0 | -4.4 | -0.6 | 9.1 | 1.0 | 0.5 | 4.6 | 18.8 | -31.6 | 8.2 | 9.3 | 2.8 | 17.2 | 3.2 | -1.3 |
| Sharpe Ratio | NA | 0.7 | -0.63 | -0.05 | -0.26 | 0.14 | 0.0 | -0.68 | -0.91 | -0.14 | 2.72 | 0.31 | 0.09 | 0.99 | 2.28 | -3.01 | 1.03 | 1.36 | 0.12 | 3.04 | 0.88 | -2.22 |
| Draw Down(%) | NA | 1.3 | 14.2 | 14.2 | 38.3 | 38.3 | 0.0 | 7.8 | 8.1 | 5.3 | 1.2 | 3.8 | 5.9 | 6.2 | 9.4 | 33.6 | 4.2 | 5.5 | 2.8 | 3.4 | 3.4 | 2.1 |
| Standard Deviation(%) | NA | 3.1 | 4.4 | 4.0 | 5.8 | 5.4 | NA | 4.8 | 4.8 | 4.3 | 3.3 | 2.9 | 5.1 | 4.6 | 8.2 | 10.8 | 5.0 | 4.3 | 4.5 | 5.3 | 2.8 | 2.8 |
| Treynor Ratio | NA | 0.13 | -0.11 | -0.01 | -0.07 | 0.04 | NA | -0.13 | -0.18 | -0.02 | 0.4 | 0.05 | 0.02 | 0.23 | 0.77 | -1.65 | 0.24 | 0.23 | 0.03 | 0.94 | -10.6 | 2.21 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | 0.04 | -0.12 | 0.02 | 0.01 | 0.0 | 0.05 | 0.01 | -0.02 |
| Beta | NA | 0.16 | 0.26 | 0.24 | 0.22 | 0.2 | 0.0 | 0.26 | 0.25 | 0.32 | 0.23 | 0.18 | 0.2 | 0.2 | 0.24 | 0.2 | 0.22 | 0.26 | 0.21 | 0.17 | 0.0 | -0.03 |
| RSquared | NA | 0.26 | 0.57 | 0.58 | 0.6 | 0.47 | 0.0 | 0.49 | 0.64 | 0.72 | 0.58 | 0.63 | 0.82 | 0.62 | 0.66 | 0.57 | 0.48 | 0.36 | 0.22 | 0.13 | 0.0 | 0.07 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.2 | 1.1 | N/A | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 7.0 | 1.1 | 8.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 1011.1 | -93.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -62.5 | -96.2 | 327.4 | -85.8 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2002
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