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BETAX: Hatteras Beta Hedged Strategies (MUTUAL FUND)
Basic Info
| Asset Class: | Long-Short |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/01/2006 |
| Last Dividend Date: | 12/30/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 09/23/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/01/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.7 | 1.2 | -0.5 | -2.2 | 3.6 | 5.3 | 23.2 | -37.0 | 8.4 | -3.3 |
| Sharpe Ratio | NA | 2.46 | 0.11 | -0.16 | -0.37 | 1.35 | 0.84 | 2.45 | -2.49 | 0.73 | -1.17 |
| Draw Down(%) | NA | 2.3 | 28.1 | 43.5 | 43.5 | 2.3 | 7.5 | 9.5 | 39.3 | 6.1 | 10.9 |
| Standard Deviation(%) | NA | 3.9 | 10.1 | 9.4 | 9.3 | 3.7 | 6.2 | 9.5 | 15.2 | 7.2 | 7.1 |
| Treynor Ratio | NA | 0.52 | 0.04 | -0.06 | -0.11 | 0.23 | 0.09 | -0.27 | -0.52 | 0.31 | -0.13 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.01 | 0.01 | 0.02 | 0.04 | -0.14 | 0.02 | -0.03 |
| Beta | NA | 0.18 | 0.3 | 0.27 | 0.31 | 0.22 | 0.55 | -0.85 | 0.73 | 0.17 | 0.64 |
| RSquared | NA | 0.03 | 0.03 | 0.03 | 0.04 | 0.04 | 0.08 | 0.24 | 0.17 | 0.03 | 0.28 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.1 | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 5.3 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -97.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2006
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