It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
COAGX: CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/06/1991 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.92% |
| Expenses | 3.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/04/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/06/1991 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 37.7 | 29.8 | 26.5 | 10.2 | 8.6 | 7.8 | 8.0 | 20.5 | 35.6 | 32.0 | -7.2 | 27.2 | 11.1 | 24.2 | -15.5 | 0.9 | -10.2 | 5.1 | 6.8 | 3.5 | 9.8 | -0.7 | -0.9 | -3.4 | -4.6 | 33.1 | 7.4 | -0.1 | 0.4 | -6.6 | 2.9 | -3.8 | 26.7 | -3.9 | 22.4 | 29.4 | 27.3 | 14.9 | -2.8 | -6.3 | 15.3 | 9.8 |
| Sharpe Ratio | NA | 1.53 | 1.51 | 1.36 | 0.44 | NA | NA | 0.47 | 1.22 | 2.1 | 2.1 | -0.42 | 1.89 | 0.24 | 1.54 | -1.28 | 0.08 | -1.63 | 0.68 | 1.15 | 0.37 | 1.06 | -0.12 | -0.15 | -0.36 | -0.54 | 2.99 | 0.69 | -0.45 | -0.1 | -1.32 | 0.22 | -0.83 | 1.78 | -0.92 | 2.76 | 3.06 | 2.72 | 1.96 | -1.02 | -0.38 | 0.86 | 21.08 |
| Draw Down(%) | NA | 21.0 | 21.0 | 21.0 | 51.8 | NA | NA | 51.8 | 21.0 | 7.4 | 11.5 | 21.0 | 6.4 | 47.3 | 9.6 | 22.1 | 3.1 | 14.5 | 3.6 | 3.7 | 9.2 | 5.0 | 4.2 | 6.4 | 10.4 | 11.1 | 7.1 | 3.8 | 3.9 | 6.4 | 9.5 | 6.8 | 8.1 | 8.1 | 13.3 | 6.4 | 3.5 | 5.6 | 3.2 | 7.2 | 21.4 | 19.1 | 1.6 |
| Standard Deviation(%) | NA | 22.6 | 17.4 | 18.0 | 19.8 | NA | NA | 13.3 | 23.7 | 15.2 | 13.6 | 20.5 | 14.4 | 44.8 | 14.8 | 13.3 | 3.5 | 6.4 | 7.5 | 5.9 | 9.2 | 9.3 | 5.7 | 6.6 | 9.8 | 10.3 | 10.1 | 5.8 | 5.3 | 5.8 | 5.5 | 8.2 | 7.7 | 12.6 | 7.9 | 6.9 | 8.4 | 8.6 | 5.6 | 5.8 | 22.3 | 14.7 | 15.8 |
| Treynor Ratio | NA | 0.34 | 0.32 | 0.31 | 0.11 | NA | NA | 0.22 | 0.29 | 0.41 | 0.41 | -0.12 | 0.39 | 0.1 | 0.24 | -0.25 | 0.01 | 1.12 | 0.34 | 0.22 | 0.05 | 0.21 | -0.06 | -0.04 | -0.14 | -0.85 | -2.15 | -0.31 | 0.18 | 0.05 | 0.66 | -0.1 | 0.37 | -0.69 | 1.26 | -12.35 | 1.53 | 1.75 | 1.2 | -0.47 | -0.13 | 0.13 | 5.95 |
| Alpha | NA | 0.06 | 0.04 | 0.05 | 0.0 | NA | NA | 0.02 | 0.05 | 0.05 | 0.04 | 0.03 | 0.03 | -0.02 | -0.02 | -0.06 | -0.02 | -0.04 | 0.02 | 0.01 | -0.06 | 0.01 | 0.0 | -0.02 | -0.04 | -0.01 | 0.11 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.03 | 0.07 | -0.02 | 0.07 | 0.07 | 0.07 | 0.03 | -0.02 | -0.04 | 0.03 | 0.18 |
| Beta | NA | 1.02 | 0.82 | 0.78 | 0.82 | NA | NA | 0.28 | 0.99 | 0.77 | 0.7 | 0.71 | 0.7 | 1.08 | 0.95 | 0.68 | 0.29 | -0.09 | 0.15 | 0.31 | 0.63 | 0.47 | 0.11 | 0.22 | 0.24 | 0.07 | -0.14 | -0.13 | -0.13 | -0.11 | -0.11 | -0.18 | -0.17 | -0.32 | -0.06 | -0.02 | 0.17 | 0.13 | 0.09 | 0.12 | 0.65 | 1.01 | 0.56 |
| RSquared | NA | 0.72 | 0.62 | 0.57 | 0.57 | NA | NA | 0.15 | 0.81 | 0.4 | 0.46 | 0.71 | 0.4 | 0.7 | 0.65 | 0.75 | 0.3 | 0.04 | 0.1 | 0.35 | 0.57 | 0.42 | 0.21 | 0.37 | 0.45 | 0.07 | 0.05 | 0.05 | 0.07 | 0.05 | 0.12 | 0.35 | 0.24 | 0.33 | 0.02 | 0.0 | 0.13 | 0.03 | 0.02 | 0.05 | 0.08 | 0.46 | 0.48 |
| Yield(%) | N/A | 0.9 | 0.5 | 0.4 | 0.7 | 0.8 | 1.5 | N/A | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 0.8 | 2.3 | 0.0 | 0.0 | 0.1 | 0.8 | 5.0 | 3.8 | 3.1 | 1.1 | 1.4 | 0.0 | 4.4 | 11.9 | 5.3 | 7.0 | 6.6 | 7.5 | 16.3 | 1.5 | 2.1 | 0.3 | 4.3 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | -69.2 | -49.0 | -82.1 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 676.5 | -66.7 | N/A | N/A | -100.0 | -85.0 | -85.9 | 70.5 | 26.3 | 182.4 | -25.2 | N/A | -100.0 | -69.1 | 172.5 | -32.0 | 23.2 | 6.9 | -49.3 | 1094.4 | -30.8 | 550.0 | -92.2 | 920.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/1991
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long/Short Equity Asset Class Trend Rankings |
Top Rated Funds in Long/Short Equity
Best Mutual Funds
- HSGFX (HUSSMAN STRATEGIC GROWTH FUND HUSSMAN STRATEGIC GROWTH FUND) (100%)
- RYSRX (GUGGENHEIM LONG SHORT EQUITY FUND CLASS P) (98%)
- GGUIX (Aberdeen eq Long-Short Fd Insti Cl) (97%)
- COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) (95%)
- DIAMX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS A) (93%)
- GTTMX (TOTAL MARKET PORTFOLIO TOTAL MARKET PORTFOLIO) (90%)
- ISTAX (ICON LONG/SHORT FUND CLASS A) (88%)
- BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) (84%)
- SAOAX (GUGGENHEIM ALPHA OPPORTUNITY FUND A) (81%)
- GATEX (GATEWAY FUND CLASS A SHARES) (78%)
Latest Articles Related to COAGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
