Nasdaq - Delayed Quote • USD
Altegris/AACA Opportunistic Real Estt N (RAANX)
As of November 13 at 8:00 PM EST. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in both long and short positions in equity securities of "real estate" companies and "real estate related" companies (collectively "real estate companies"). It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 7.99% |
| 5y Average Return | 0.71% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RAANX | Category Average | RAANX | Category Average | RAANX | Category Average | |
| Alpha | -16.45 | -0.01 | -6.77 | -0.05 | -- | 0.02 |
| BETA | 1.2 | 0.01 | 1.05 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.2 | 0.01 | 0.25 | 0.01 | -- | 0.01 |
| R-squared | 77.64 | 0.66 | 69.98 | 0.55 | -- | 0.47 |
| Standard Deviation | 23.54 | 0.2 | 22.45 | 0.17 | -- | 0.16 |
| Sharpe Ratio | -0.17 | 0.01 | 0.06 | 0 | -- | 0.01 |
| Treynor Ratio | -5.49 | 0.12 | -1.1 | 0.07 | -- | 0.11 |
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