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IQHOX: IQ HEDGE MULTI-STRATEGY PLUS FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Multialternative |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2008 |
| Last Dividend Date: | 08/08/2018 |
| 12-Mo. Yield | 3.98% |
| Expenses | 2.18% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/26/2008 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.7 | 0.4 | 0.8 | 0.7 | 0.0 | -0.8 | 6.4 | -0.8 | -4.3 | 1.8 | 7.8 | 2.7 | -4.2 | 2.4 | 12.0 | 1.9 |
| Sharpe Ratio | NA | -0.44 | 0.23 | 0.03 | 0.29 | 0.31 | 0.0 | -0.29 | 1.66 | -0.25 | -0.8 | 0.26 | 1.23 | 0.67 | -0.53 | 0.25 | 1.23 | 95.42 |
| Draw Down(%) | NA | 4.6 | 4.6 | 10.2 | 10.5 | 10.5 | 0.0 | 4.6 | 1.1 | 4.5 | 7.6 | 5.8 | 7.1 | 5.3 | 7.3 | 8.8 | 5.6 | 0.0 |
| Standard Deviation(%) | NA | 7.2 | 5.2 | 5.6 | 6.7 | 6.7 | NA | 7.2 | 3.5 | 4.2 | 5.5 | 6.7 | 6.3 | 4.0 | 8.1 | 9.0 | 9.7 | 3.9 |
| Treynor Ratio | NA | -0.2 | 0.06 | 0.01 | 0.07 | 0.08 | NA | -0.12 | 0.14 | -0.04 | -0.18 | 0.03 | 0.16 | 0.16 | -0.16 | 0.08 | 0.56 | -27.95 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.02 | 0.78 |
| Beta | NA | 0.16 | 0.21 | 0.27 | 0.26 | 0.26 | 0.0 | 0.17 | 0.4 | 0.24 | 0.25 | 0.55 | 0.49 | 0.17 | 0.27 | 0.28 | 0.21 | -0.13 |
| RSquared | NA | 0.15 | 0.27 | 0.41 | 0.42 | 0.41 | 0.0 | 0.16 | 0.59 | 0.56 | 0.49 | 0.86 | 0.74 | 0.3 | 0.62 | 0.32 | 0.35 | 0.57 |
| Yield(%) | N/A | 4.0 | 1.4 | 2.7 | 1.7 | N/A | 0.0 | 4.0 | 0.0 | 0.0 | 4.4 | 5.4 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -64.6 | 1211.7 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -20.9 | 426.1 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2008
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