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TSPEX: TURNER TITAN LONG/SHORT FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/14/2009 |
| Last Dividend Date: | 12/14/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.95% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/14/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -8.9 | -4.9 | -1.6 | 0.7 | -8.3 | -11.3 | 8.3 | -2.2 | 7.3 | -0.5 | -0.6 | 5.4 | 10.3 |
| Sharpe Ratio | NA | -0.96 | -0.57 | -0.22 | 0.09 | -1.08 | -1.14 | 1.1 | -0.3 | 1.66 | -0.16 | -0.12 | 1.01 | 2.44 |
| Draw Down(%) | NA | 12.6 | 20.2 | 20.2 | 20.2 | 12.6 | 12.2 | 4.4 | 7.6 | 2.7 | 4.8 | 6.5 | 6.7 | 3.8 |
| Standard Deviation(%) | NA | 9.8 | 9.1 | 7.9 | 6.9 | 9.7 | 10.1 | 7.5 | 7.2 | 4.4 | 3.7 | 5.1 | 5.3 | 6.8 |
| Treynor Ratio | NA | -0.21 | -0.14 | -0.05 | 0.02 | -0.19 | -0.34 | 0.22 | -0.05 | 0.26 | -0.03 | -0.04 | 0.26 | 0.67 |
| Alpha | NA | -0.08 | -0.04 | -0.03 | -0.01 | -0.08 | -0.06 | 0.03 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 |
| Beta | NA | 0.44 | 0.37 | 0.37 | 0.26 | 0.54 | 0.33 | 0.38 | 0.46 | 0.29 | 0.21 | 0.15 | 0.21 | 0.25 |
| RSquared | NA | 0.11 | 0.27 | 0.32 | 0.31 | 0.15 | 0.19 | 0.61 | 0.53 | 0.52 | 0.5 | 0.45 | 0.49 | 0.43 |
| Yield(%) | N/A | 0.0 | 9.0 | 5.8 | N/A | 0.0 | 0.0 | 6.2 | 22.6 | 0.0 | 0.0 | 4.1 | 0.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 574.5 | N/A | N/A | N/A | -100.0 | -79.2 | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2009
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