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BPMIX: BP CAPITAL TWINLINE MLP FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/06/2014 |
| Last Dividend Date: | 09/04/2018 |
| 12-Mo. Yield | 6.87% |
| Expenses | - |
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Performance Analytics (As of 11/01/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 01/06/2014 |
2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | -8.5 | -1.8 | -3.1 | -10.3 | -4.7 | 21.9 | -28.0 | 14.3 |
| Sharpe Ratio | NA | -0.54 | -0.1 | -0.15 | -0.73 | -0.41 | 0.65 | -1.0 | 1.01 |
| Draw Down(%) | NA | 20.9 | 38.9 | 52.2 | 20.9 | 16.1 | 30.3 | 40.1 | 13.5 |
| Standard Deviation(%) | NA | 18.1 | 25.1 | 23.0 | 18.4 | 13.1 | 33.4 | 27.9 | 14.4 |
| Treynor Ratio | NA | -0.13 | -0.02 | -0.04 | -0.17 | -0.09 | 0.15 | -0.32 | 0.24 |
| Alpha | NA | -0.04 | -0.03 | -0.04 | -0.04 | -0.06 | 0.01 | -0.11 | 0.02 |
| Beta | NA | 0.77 | 1.11 | 0.97 | 0.79 | 0.61 | 1.47 | 0.88 | 0.61 |
| RSquared | NA | 0.3 | 0.32 | 0.3 | 0.34 | 0.14 | 0.45 | 0.23 | 0.24 |
| Yield(%) | N/A | 6.9 | 6.2 | N/A | 5.0 | 6.1 | 6.9 | 4.6 | 2.9 |
| Dividend Growth(%) | N/A | 0.1 | N/A | N/A | -24.9 | -0.1 | 1.8 | 78.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2014
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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