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
ETFMX: Winans Long/Short A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2008 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 02/01/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.3 | -5.1 | -8.2 | 0.0 | -7.2 | -8.7 | -2.8 | -14.4 |
| Sharpe Ratio | NA | -0.83 | -0.44 | -0.76 | 0.0 | -0.54 | -0.7 | -0.31 | -1.66 |
| Draw Down(%) | NA | 16.2 | 19.8 | 34.4 | 0.0 | 16.2 | 19.8 | 8.4 | 19.6 |
| Standard Deviation(%) | NA | 12.5 | 11.8 | 11.2 | NA | 13.4 | 12.5 | 9.3 | 9.9 |
| Treynor Ratio | NA | -0.16 | -0.12 | -0.42 | NA | -0.11 | -0.22 | -0.16 | -11.9 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | 0.0 | -0.04 | -0.05 | -0.02 | -0.07 |
| Beta | NA | 0.63 | 0.42 | 0.2 | 0.0 | 0.66 | 0.4 | 0.18 | 0.01 |
| RSquared | NA | 0.43 | 0.21 | 0.09 | 0.0 | 0.44 | 0.12 | 0.1 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2008
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 Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 02/24/2012.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to ETFMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
