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MHCIX: MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 04/05/2010 |
| Last Dividend Date: | 12/30/2021 |
| 12-Mo. Yield | 2.61% |
| Expenses | 1.32% |
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Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/05/2010 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -13.6 | -4.3 | -3.8 | -3.3 | -2.0 | -14.8 | -6.1 | 6.6 | 2.1 | -6.1 | 9.4 | -0.0 | -11.9 | -8.2 | -2.4 | 4.4 | -0.6 | 5.2 |
| Sharpe Ratio | NA | -1.61 | -0.57 | -0.62 | -0.53 | -0.32 | -1.85 | -0.86 | 0.69 | 0.12 | -1.18 | 1.41 | -0.03 | -1.3 | -1.54 | -0.35 | 0.64 | -0.06 | 0.7 |
| Draw Down(%) | NA | 16.8 | 21.9 | 22.7 | 32.1 | 33.3 | 16.8 | 8.7 | 12.8 | 4.1 | 10.7 | 5.5 | 10.4 | 13.0 | 10.4 | 8.8 | 8.0 | 9.3 | 9.1 |
| Standard Deviation(%) | NA | 9.2 | 8.5 | 7.5 | 7.4 | 7.7 | 9.3 | 7.1 | 9.2 | 5.0 | 6.4 | 6.2 | 7.8 | 9.2 | 5.3 | 7.1 | 6.8 | 9.9 | 9.9 |
| Treynor Ratio | NA | 0.2 | 0.06 | 0.06 | 0.05 | 0.03 | 0.24 | 0.05 | -0.09 | -0.01 | 0.08 | -0.09 | 0.0 | 0.14 | 0.1 | 0.03 | -0.05 | 0.01 | -0.08 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | -0.04 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 |
| Beta | NA | -0.74 | -0.78 | -0.82 | -0.85 | -0.87 | -0.73 | -1.16 | -0.67 | -0.89 | -0.99 | -0.93 | -0.95 | -0.83 | -0.82 | -0.9 | -0.86 | -1.0 | -0.9 |
| RSquared | NA | 0.54 | 0.53 | 0.59 | 0.68 | 0.71 | 0.54 | 0.78 | 0.41 | 0.71 | 0.88 | 0.87 | 0.85 | 0.76 | 0.72 | 0.69 | 0.74 | 0.86 | 0.75 |
| Yield(%) | N/A | 2.6 | 0.9 | 1.1 | 0.9 | N/A | 0.0 | 2.4 | 0.0 | 1.0 | 2.1 | 0.0 | 0.0 | 0.0 | 1.4 | 2.5 | 0.9 | 3.4 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -19.7 | -5.5 | N/A | N/A | -100.0 | N/A | -100.0 | -58.0 | N/A | N/A | N/A | -100.0 | -47.4 | 167.3 | -72.8 | 212.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2010
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