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ACSAX: Avenue Credit Strategies Fund Investor C (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/04/2012 |
| Last Dividend Date: | 12/27/2017 |
| 12-Mo. Yield | 5.30% |
| Expenses | 1.75% |
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Performance Analytics (As of 04/06/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/04/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.5 | -4.3 | -1.8 | 1.6 | 0.4 | -1.9 | 3.1 | -13.7 | -1.0 | 10.5 | 14.7 |
| Sharpe Ratio | NA | 0.16 | -0.98 | -0.48 | 0.34 | 0.09 | -0.58 | 0.49 | -3.76 | -0.37 | 3.44 | 7.6 |
| Draw Down(%) | NA | 2.2 | 23.1 | 27.4 | 27.4 | 2.1 | 6.7 | 9.3 | 15.4 | 8.6 | 4.7 | 2.2 |
| Standard Deviation(%) | NA | 3.9 | 4.8 | 4.2 | 4.1 | 3.4 | 4.5 | 5.9 | 3.7 | 2.8 | 3.0 | 3.6 |
| Treynor Ratio | NA | 0.01 | -0.07 | -0.03 | 0.02 | 0.01 | -0.05 | 0.04 | -0.26 | -0.02 | 0.17 | 0.5 |
| Alpha | NA | 0.0 | -0.03 | -0.02 | -0.01 | 0.01 | -0.02 | -0.02 | -0.06 | -0.01 | 0.03 | 0.06 |
| Beta | NA | 0.51 | 0.65 | 0.62 | 0.61 | 0.44 | 0.51 | 0.76 | 0.53 | 0.51 | 0.61 | 0.55 |
| RSquared | NA | 0.14 | 0.3 | 0.32 | 0.31 | 0.21 | 0.11 | 0.42 | 0.34 | 0.4 | 0.43 | 0.19 |
| Yield(%) | N/A | 5.3 | 4.3 | 4.0 | N/A | 0.0 | 6.3 | 3.7 | 5.7 | 4.4 | 2.9 | 8.9 |
| Dividend Growth(%) | N/A | 30.2 | N/A | N/A | N/A | -100.0 | 72.8 | -47.5 | 21.6 | 63.7 | -65.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
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See High Yield Bond Asset Class Trend Rankings |
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