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PBY: Prospect Capital Corp ELKS (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/18/2018 |
| Last Dividend Date: | 05/28/2021 |
| 12-Mo. Yield | 4.55% |
| Expenses | - |
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Performance Analytics (As of 11/30/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/18/2018 |
2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -8.0 | -7.5 | 4.1 | 3.1 | -6.8 | 5.2 | 20.3 | -5.8 |
| Sharpe Ratio | NA | -0.14 | 0.08 | 0.06 | -0.13 | 0.09 | 1.81 | -0.87 |
| Draw Down(%) | NA | 38.6 | 49.2 | 49.2 | 38.6 | 49.2 | 4.2 | 11.3 |
| Standard Deviation(%) | NA | 54.0 | 44.3 | 41.3 | 56.3 | 52.8 | 10.4 | 14.0 |
| Treynor Ratio | NA | -0.45 | 0.07 | 0.05 | -0.42 | 0.09 | 1.42 | -0.71 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.06 | -0.03 |
| Beta | NA | 0.17 | 0.48 | 0.46 | 0.18 | 0.57 | 0.13 | 0.17 |
| RSquared | NA | 0.0 | 0.07 | 0.06 | 0.0 | 0.16 | 0.02 | 0.05 |
| Yield(%) | N/A | 4.5 | 5.4 | N/A | 3.1 | 6.0 | 6.8 | 3.3 |
| Dividend Growth(%) | N/A | 0.0 | N/A | N/A | -50.0 | -0.1 | 91.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2018
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