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STQIX: AMERICAFIRST SEASONAL ROTATION FUND AMERICAFIRST SEASONAL ROTATION FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/05/2013 |
| Last Dividend Date: | 12/28/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.69% |
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Performance Analytics (As of 03/08/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/05/2013 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -11.3 | -8.2 | 0.1 | -0.9 | 0.0 | -18.9 | 20.3 | -23.1 | 16.3 | 15.0 | -8.7 | 3.6 | -1.6 |
| Sharpe Ratio | NA | -0.49 | -0.53 | -0.05 | -0.1 | 0.0 | -0.77 | 2.34 | -1.39 | 1.73 | 0.87 | -0.75 | 0.3 | -0.94 |
| Draw Down(%) | NA | 28.3 | 39.0 | 43.6 | 43.6 | 0.0 | 37.9 | 3.0 | 32.6 | 5.7 | 16.5 | 13.2 | 8.6 | 6.3 |
| Standard Deviation(%) | NA | 23.0 | 17.3 | 15.3 | 15.0 | NA | 24.6 | 8.0 | 17.8 | 9.1 | 16.8 | 11.6 | 12.0 | 10.8 |
| Treynor Ratio | NA | -0.14 | -0.1 | -0.01 | -0.02 | NA | -0.22 | 0.23 | -0.19 | 0.15 | 0.1 | -0.13 | 0.03 | -0.07 |
| Alpha | NA | -0.1 | -0.07 | -0.04 | -0.04 | 0.0 | -0.13 | 0.01 | -0.08 | 0.01 | 0.01 | -0.04 | -0.02 | -0.15 |
| Beta | NA | 0.8 | 0.88 | 0.91 | 0.94 | 0.0 | 0.88 | 0.82 | 1.32 | 1.07 | 1.42 | 0.65 | 1.04 | 1.44 |
| RSquared | NA | 0.51 | 0.5 | 0.46 | 0.43 | 0.0 | 0.55 | 0.53 | 0.53 | 0.22 | 0.43 | 0.23 | 0.34 | 0.59 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.3 | N/A | 0.0 | 0.0 | 0.0 | 0.6 | 0.5 | 0.0 | 1.2 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -60.4 | N/A | N/A | N/A | N/A | -100.0 | 34.5 | N/A | -100.0 | 81.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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