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NCHPX: NEW CENTURY ALTERNATIVE STRATEGIES PORTFOLIO NEW CENTURY ALTERNATIVE STRATEGIES PORTFOLIO (MUTUAL FUND)
Basic Info
| Asset Class: | Multialternative |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/2002 |
| Last Dividend Date: | 09/19/2017 |
| 12-Mo. Yield | 13.42% |
| Expenses | 2.28% |
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Performance Analytics (As of 09/29/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/03/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.4 | 0.6 | 1.9 | 1.2 | 4.3 | 3.6 | 2.7 | 5.1 | -5.1 | -0.0 | 6.8 | 6.2 | -2.2 | 6.5 | 18.2 | -25.1 | 7.2 | 13.8 | 9.0 | 9.2 | 19.9 | -6.9 |
| Sharpe Ratio | NA | 0.95 | 0.06 | 0.34 | 0.09 | NA | 0.31 | 1.03 | 0.93 | -0.81 | -0.01 | 1.31 | 1.0 | -0.18 | 0.66 | 1.47 | -1.28 | 0.39 | 1.28 | 1.12 | 1.46 | 3.92 | -1.72 |
| Draw Down(%) | NA | 2.1 | 11.6 | 12.4 | 34.6 | NA | 34.6 | 1.1 | 4.5 | 8.7 | 5.8 | 4.4 | 5.5 | 14.1 | 7.7 | 13.3 | 34.6 | 6.7 | 5.9 | 3.8 | 5.4 | 3.5 | 11.9 |
| Standard Deviation(%) | NA | 3.0 | 5.4 | 5.2 | 10.1 | NA | 9.1 | 3.0 | 5.2 | 6.4 | 5.2 | 5.2 | 6.2 | 12.3 | 9.7 | 12.3 | 20.3 | 10.4 | 8.1 | 6.0 | 5.6 | 4.9 | 6.6 |
| Treynor Ratio | NA | 0.12 | 0.01 | 0.05 | 0.08 | NA | 0.34 | 0.09 | 0.18 | -0.14 | 0.0 | 0.18 | 0.14 | -0.05 | 0.19 | -2.55 | 3.8 | -0.33 | -0.8 | -2.22 | 1.8 | -5.77 | 6.98 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.01 | -0.01 | 0.01 | -0.02 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.08 | -0.12 | 0.02 | 0.05 | 0.03 | 0.03 | 0.07 | -0.05 |
| Beta | NA | 0.23 | 0.33 | 0.33 | 0.12 | NA | 0.08 | 0.34 | 0.27 | 0.37 | 0.31 | 0.38 | 0.43 | 0.48 | 0.35 | -0.07 | -0.07 | -0.12 | -0.13 | -0.03 | 0.05 | -0.03 | -0.02 |
| RSquared | NA | 0.32 | 0.63 | 0.62 | 0.06 | NA | 0.03 | 0.65 | 0.45 | 0.8 | 0.44 | 0.68 | 0.79 | 0.83 | 0.42 | 0.02 | 0.02 | 0.04 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 |
| Yield(%) | N/A | 13.4 | 5.1 | 3.5 | 2.6 | 3.7 | N/A | 13.1 | 0.3 | 1.3 | 1.1 | 0.6 | 0.6 | 1.4 | 1.3 | 1.5 | 2.4 | 5.3 | 5.2 | 5.9 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 928.5 | 524.7 | 48.3 | N/A | N/A | N/A | 4942.4 | -80.0 | 20.4 | 73.4 | 11.3 | -58.2 | 15.6 | 1.4 | -54.3 | -52.7 | 8.6 | -8.5 | 206.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2002
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