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MCC: PhenixFIN Corporation (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/21/2011 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 02/26/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/21/2011 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -24.9 | -28.5 | -22.7 | -18.6 | -18.5 | 7.7 | -35.1 | -18.0 | -49.0 | -30.5 | -0.1 | -18.6 | -33.3 | -4.9 | 40.0 | -13.3 |
| Sharpe Ratio | NA | -0.19 | -0.36 | -0.36 | -0.39 | -0.39 | 2.13 | -0.27 | -0.94 | -2.33 | -1.94 | -1.2 | -1.46 | -2.63 | -0.97 | 0.94 | -1.15 |
| Draw Down(%) | NA | 82.8 | 92.0 | 95.7 | 97.8 | 97.8 | 4.2 | 84.4 | 46.4 | 50.2 | 36.4 | 30.6 | 27.9 | 39.9 | 19.3 | 11.1 | 26.5 |
| Standard Deviation(%) | NA | 129.8 | 80.9 | 64.7 | 49.2 | 49.0 | 30.0 | 129.5 | 43.9 | 30.3 | 25.7 | 28.4 | 25.4 | 19.7 | 24.2 | 23.1 | 29.4 |
| Treynor Ratio | NA | -0.19 | -0.29 | -0.24 | -0.21 | -0.21 | 7.39 | -0.26 | -0.93 | 25.11 | -1.03 | -0.44 | -0.62 | -0.69 | -0.21 | 0.31 | -0.45 |
| Alpha | NA | 0.06 | -0.07 | -0.09 | -0.08 | -0.08 | 0.21 | 0.03 | -0.14 | -0.33 | -0.77 | -0.27 | -0.75 | -0.21 | 0.03 | 0.08 | -0.07 |
| Beta | NA | 1.33 | 1.01 | 0.96 | 0.88 | 0.88 | 0.09 | 1.34 | 0.44 | -0.03 | 0.48 | 0.78 | 0.6 | 0.75 | 1.13 | 0.69 | 0.75 |
| RSquared | NA | 0.12 | 0.08 | 0.08 | 0.1 | 0.1 | 0.0 | 0.12 | 0.02 | 0.0 | 0.02 | 0.14 | 0.13 | 0.21 | 0.28 | 0.15 | 0.4 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 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 01/21/2011
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