Nasdaq - Delayed Quote USD
Donoghue Forlines Momentum I (MOJOX)
15.24
+0.01
+(0.07%)
At close: 8:01:05 PM EST
Fund Summary
The adviser seeks to achieve the fund’s objectives by seeking to track the FCF Risk Managed Sector Neutral Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate higher free cash flow and positive momentum and short-term treasuries. The index and the fund will allocate 100% to the equity portfolio when the shorter-term exponential moving average indicator is in a bullish position.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 6.80% |
| 5y Average Return | 8.83% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MOJOX | Category Average | MOJOX | Category Average | MOJOX | Category Average | |
| Alpha | 3.05 | -0.02 | 2.19 | -0.01 | -- | -0.02 |
| BETA | 1.02 | 0.01 | 1.13 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.72 | 0.01 | -- | 0 |
| R-squared | 60.04 | 0.76 | 62.56 | 0.73 | -- | 0.73 |
| Standard Deviation | 16.61 | 0.13 | 17.9 | 0.11 | -- | 0.09 |
| Sharpe Ratio | 0.07 | 0.01 | 0.34 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.26 | 0.08 | 4.12 | 0.08 | -- | 0.06 |
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