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FXBY: Foxby Corp (CEF)
Basic Info 22.8 0(0.0%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 10/26/1999 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 0.82% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/26/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.9 | 41.5 | 33.1 | 15.0 | 13.5 | 11.3 | 5.3 | -1.4 | 36.4 | 44.6 | 5.2 | -9.0 | 46.4 | -1.3 | 25.0 | -13.9 | 16.8 | 13.2 | -13.9 | -4.1 | 36.0 | 17.8 | 12.7 | 7.8 | 85.5 | -81.4 | 23.7 | 17.6 | -7.7 | -7.5 | 15.9 | -33.7 | -33.8 | -60.6 | 30.0 |
| Sharpe Ratio | NA | -0.3 | 1.5 | 1.08 | 0.45 | 0.19 | NA | NA | -0.04 | 1.01 | 1.88 | 0.06 | -0.37 | 0.23 | -0.03 | 0.79 | -0.65 | 0.79 | 0.44 | -0.64 | -0.09 | 0.64 | 0.37 | 0.36 | 0.18 | 1.09 | -0.35 | 0.58 | 0.64 | -0.5 | -0.36 | 0.45 | -0.63 | -0.54 | -1.24 | 7.73 |
| Draw Down(%) | NA | 13.1 | 17.6 | 17.6 | 34.4 | 72.6 | NA | NA | 97.5 | 13.8 | 5.9 | 25.4 | 21.9 | 72.6 | 41.3 | 12.4 | 27.9 | 6.8 | 12.6 | 15.4 | 19.6 | 26.4 | 21.9 | 15.8 | 22.5 | 29.2 | 89.1 | 22.8 | 11.7 | 14.9 | 21.6 | 19.7 | 42.7 | 63.6 | 69.4 | 7.5 |
| Standard Deviation(%) | NA | 23.6 | 25.9 | 27.6 | 28.1 | 63.8 | NA | NA | 69.9 | 33.4 | 21.8 | 27.5 | 28.3 | 197.6 | 50.0 | 29.8 | 23.7 | 20.4 | 29.3 | 21.7 | 47.3 | 56.6 | 47.8 | 35.2 | 42.3 | 78.4 | 238.0 | 35.8 | 22.2 | 19.8 | 23.7 | 33.9 | 55.4 | 67.7 | 52.3 | 41.1 |
| Treynor Ratio | NA | -1.35 | 9.43 | 2.0 | 2.11 | 0.55 | NA | NA | -0.08 | 1.51 | 3.76 | 0.47 | 116.78 | 0.79 | -0.04 | 1.06 | -0.81 | 0.55 | 4.36 | -1.1 | -0.06 | 1.33 | 0.35 | 2.05 | 0.41 | 3.44 | -10.2 | 0.38 | 0.58 | -3.48 | -1.96 | 0.28 | -0.53 | -0.37 | -0.68 | -10.27 |
| Alpha | NA | -0.02 | 0.14 | 0.11 | 0.06 | 0.12 | NA | NA | 0.08 | 0.12 | 0.13 | 0.02 | -0.03 | 0.96 | -0.04 | 0.07 | -0.05 | 0.04 | 0.07 | -0.06 | -0.01 | 0.15 | 0.07 | 0.07 | 0.06 | 0.34 | 0.52 | 0.08 | 0.06 | -0.03 | -0.02 | 0.03 | 0.0 | 0.05 | -0.25 | 0.66 |
| Beta | NA | 0.05 | 0.04 | 0.15 | 0.06 | 0.21 | NA | NA | 0.37 | 0.22 | 0.11 | 0.03 | 0.0 | 0.59 | 0.4 | 0.22 | 0.19 | 0.29 | 0.03 | 0.13 | 0.72 | 0.27 | 0.51 | 0.06 | 0.19 | 0.25 | 0.08 | 0.54 | 0.25 | 0.03 | 0.04 | 0.54 | 0.66 | 0.98 | 0.95 | -0.31 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.08 | 0.02 | 0.03 | 0.02 | 0.0 | 0.01 | 0.04 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.06 | 0.02 | 0.0 | 0.0 | 0.1 | 0.14 | 0.26 | 0.4 | 0.02 |
| Yield(%) | N/A | 0.0 | 0.8 | 6.5 | 6.0 | 27.6 | 23.5 | 9.9 | N/A | 0.8 | 13.3 | 2.2 | 1.3 | 90.9 | 0.0 | 1.1 | 0.0 | 0.0 | 0.6 | 1.1 | 0.0 | 1.4 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -92.5 | -2.1 | 14350.0 | 6135.7 | N/A | N/A | N/A | -92.5 | 532.7 | 44.7 | -90.5 | N/A | -100.0 | N/A | N/A | -100.0 | -50.0 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/1999
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