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ACMNX: ADAPTIVE ALL CAP FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/14/2006 |
| Last Dividend Date: | 12/31/2018 |
| 12-Mo. Yield | 13.41% |
| Expenses | 1.16% |
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Performance Analytics (As of 12/12/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/14/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 6.8 | 3.9 | 5.3 | 10.4 | 7.0 | 13.2 | -15.2 | 17.7 | 10.9 | 0.1 | 11.9 | 34.1 | 12.8 | 4.9 | 17.2 | 21.1 | -46.0 | 27.3 | 14.6 |
| Sharpe Ratio | NA | 0.31 | 0.2 | 0.32 | 0.65 | 0.33 | 0.78 | -1.01 | 2.08 | 0.74 | 0.0 | 1.01 | 3.08 | 1.1 | 0.23 | 0.75 | 0.82 | -1.34 | 1.17 | 1.92 |
| Draw Down(%) | NA | 12.1 | 25.9 | 25.9 | 25.9 | 61.1 | 12.1 | 25.9 | 3.2 | 12.7 | 12.4 | 8.4 | 4.4 | 10.3 | 17.5 | 17.7 | 24.2 | 52.6 | 14.6 | 5.0 |
| Standard Deviation(%) | NA | 17.0 | 14.0 | 14.4 | 15.5 | 18.9 | 15.9 | 16.6 | 8.2 | 14.4 | 15.2 | 11.9 | 11.1 | 11.7 | 21.4 | 22.8 | 25.7 | 35.0 | 20.8 | 12.9 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.05 | 0.11 | 0.08 | 0.11 | -0.18 | 0.18 | 0.12 | 0.0 | 0.13 | 0.4 | 0.17 | 0.06 | 0.17 | 0.28 | -0.65 | 0.21 | 0.25 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | 0.0 | 0.0 | -0.06 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.03 | -0.03 | -0.1 | 0.07 | 0.0 |
| Beta | NA | 1.07 | 1.0 | 0.97 | 0.9 | 0.83 | 1.1 | 0.95 | 0.97 | 0.92 | 0.98 | 0.92 | 0.85 | 0.76 | 0.76 | 1.02 | 0.75 | 0.72 | 1.18 | 0.98 |
| RSquared | NA | 0.82 | 0.84 | 0.89 | 0.9 | 0.87 | 0.8 | 0.88 | 0.85 | 0.95 | 0.96 | 0.95 | 0.93 | 0.92 | 0.94 | 0.94 | 0.91 | 0.84 | 0.9 | 0.92 |
| Yield(%) | N/A | 13.4 | 7.6 | 5.4 | 6.0 | N/A | 0.0 | 12.0 | 9.1 | 1.1 | 0.3 | 0.5 | 1.7 | 1.7 | 1.2 | 0.0 | 1.6 | 0.0 | 1.6 | 0.4 |
| Dividend Growth(%) | N/A | 43.3 | 3219.8 | 619.4 | N/A | N/A | -100.0 | 43.3 | 826.5 | 263.5 | -36.6 | -60.4 | 9.5 | 56.2 | N/A | -100.0 | N/A | -100.0 | 352.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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