Nasdaq - Delayed Quote USD
Starboard Investment Trust - QCI Balanced Fund (QCIBX)
7.44
-0.01
(-0.10%)
At close: November 7 at 8:01:24 PM EST
Fund Summary
The fund seeks to balance current income and principal conservation with the opportunity for long-term growth. The Advisor seeks to achieve the fund's investment objective by investing in a diverse portfolio of corporate, agency, and U.S. government fixed income securities, preferred stock, common stock of primarily large and mid-capitalization issuers, and derivative securities. Allocation to equity and fixed income securities will range from 25% to 75% of assets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -12.46% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QCIBX | Category Average | QCIBX | Category Average | QCIBX | Category Average | |
| Alpha | 1.6 | -0.01 | 2.04 | -0.01 | -- | -0 |
| BETA | 0.79 | 0.01 | 0.83 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.55 | 0.01 | -- | 0.01 |
| R-squared | 94.43 | 0.93 | 92.95 | 0.92 | -- | 0.92 |
| Standard Deviation | 9.99 | 0.13 | 9.25 | 0.1 | -- | 0.09 |
| Sharpe Ratio | 0.11 | 0.01 | 0.19 | 0.01 | -- | 0.01 |
| Treynor Ratio | 6.01 | 0.09 | 6.33 | 0.09 | -- | 0.07 |
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