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ASTRX: ASTOR LONG/SHORT FUND ASTOR LONG/SHORT FUND CLASS R SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/10/2009 |
| Last Dividend Date: | 10/30/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.69% |
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Performance Analytics (As of 01/10/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/10/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -6.0 | 5.6 | 3.5 | 3.4 | 0.0 | -6.0 | 12.4 | 6.9 | -2.6 | 7.6 | 11.8 | 1.3 | -6.3 | 8.3 | -0.4 |
| Sharpe Ratio | NA | -1.2 | 0.69 | 0.36 | 0.35 | 0.0 | -1.2 | 2.24 | 0.72 | -0.22 | 0.94 | 1.79 | 0.23 | -0.56 | 0.66 | -0.69 |
| Draw Down(%) | NA | 6.0 | 6.0 | 13.5 | 14.0 | 0.0 | 6.0 | 2.1 | 7.8 | 11.1 | 6.4 | 5.2 | 4.2 | 12.4 | 10.2 | 1.7 |
| Standard Deviation(%) | NA | 6.2 | 7.0 | 8.5 | 8.8 | NA | 6.2 | 5.3 | 9.4 | 11.9 | 8.1 | 6.6 | 5.5 | 11.2 | 12.5 | 4.2 |
| Treynor Ratio | NA | -1.22 | 0.06 | 0.02 | 0.02 | NA | -1.2 | 0.11 | 0.04 | -0.01 | 0.04 | 0.1 | 0.01 | -0.05 | 0.05 | -0.05 |
| Alpha | NA | -0.03 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 | 0.01 | -0.03 | -0.02 | -0.03 | 0.0 | -0.04 | -0.07 | -0.04 | -0.03 |
| Beta | NA | 0.06 | 0.81 | 1.27 | 1.35 | 0.0 | 0.06 | 1.04 | 1.74 | 1.84 | 1.85 | 1.18 | 1.2 | 1.39 | 1.81 | 0.55 |
| RSquared | NA | 0.0 | 0.24 | 0.43 | 0.5 | 0.0 | 0.0 | 0.27 | 0.71 | 0.68 | 0.68 | 0.71 | 0.61 | 0.52 | 0.64 | 0.4 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.6 | N/A | 0.0 | 0.0 | 0.3 | 1.3 | 1.1 | 0.3 | 0.3 | 0.4 | 2.3 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -4.0 | N/A | N/A | N/A | -100.0 | -73.7 | 11.5 | 351.7 | -9.4 | -15.8 | -85.0 | 3075.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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