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ESTAX: ESTAX (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2020 |
| Last Dividend Date: | 01/11/2021 |
| 12-Mo. Yield | 66.07% |
| Expenses | 1.06% |
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Performance Analytics (As of 01/11/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 01/03/2020 |
2021 | 2020 | |
|---|---|---|---|---|---|
| Annualized Return(%) | -598373.1 | -409635.5 | � | -598373.1 | -31.2 |
| Sharpe Ratio | NA | NA | NA | NA | -0.47 |
| Draw Down(%) | NA | 401660.1 | 401660.1 | 598373.1 | 69.3 |
| Standard Deviation(%) | NA | NA | NA | NA | 67.7 |
| Treynor Ratio | NA | -13.18 | NA | NA | -0.27 |
| Alpha | NA | -2408.61 | -2362.89 | -123927.54 | -0.18 |
| Beta | NA | 310.9 | 311.48 | NA | 1.15 |
| RSquared | NA | 0.0 | 0.0 | 0.13 | 0.38 |
| Yield(%) | N/A | 66.1 | N/A | 99.9 | 6.9 |
| Dividend Growth(%) | N/A | N/A | N/A | 763.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2020
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