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NFMAX: NEWFOUND MULTI-ASSET INCOME FUND NEWFOUND MULTI-ASSET INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/10/2005 |
| Last Dividend Date: | 12/12/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/10/2005 |
2014 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 18.8 | 5.9 | 2.4 | -0.1 | 18.8 | -6.4 | 34.4 | -56.3 | 22.3 | 7.2 | 16.2 |
| Sharpe Ratio | NA | 0.49 | 0.15 | 0.08 | -0.03 | 0.11 | -0.39 | 0.97 | -1.07 | 0.79 | 0.17 | 1.28 |
| Draw Down(%) | NA | 3.2 | 3.2 | 17.9 | 71.0 | 3.2 | 17.9 | 31.8 | 66.0 | 16.4 | 22.6 | 10.7 |
| Standard Deviation(%) | NA | 38.6 | 38.6 | 28.6 | 33.4 | 38.6 | 24.4 | 35.3 | 53.5 | 24.6 | 22.2 | 18.5 |
| Treynor Ratio | NA | 0.85 | 0.27 | 0.09 | -0.02 | 0.18 | -0.11 | 0.31 | -0.52 | 0.15 | 0.03 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.04 | -0.02 | -0.03 | -0.06 | -0.03 | -0.04 | 0.0 | 0.0 | NA |
| Beta | NA | 0.22 | 0.22 | 0.25 | 0.47 | 0.22 | 0.87 | 1.11 | 1.09 | 1.32 | 1.29 | NA |
| RSquared | NA | 0.99 | 0.99 | 0.71 | 0.47 | 0.99 | 0.81 | 0.89 | 0.92 | 0.86 | 0.15 | 0.0 |
| Yield(%) | N/A | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2005
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See Mid-Cap Growth Asset Class Trend Rankings |
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