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APLVX: ActivePassive Large Cap Value A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2008 |
| Last Dividend Date: | 12/29/2011 |
| 12-Mo. Yield | 3.43% |
| Expenses | 1.27% |
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Performance Analytics (As of 12/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 01/07/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.1 | 0.4 | -5.1 | -9.7 | -1.1 | 13.9 | 17.1 | -35.1 |
| Sharpe Ratio | NA | -0.26 | 0.01 | -0.18 | -0.38 | -0.05 | 0.78 | 0.57 | -0.88 |
| Draw Down(%) | NA | 21.7 | 21.7 | 54.3 | 21.7 | 21.4 | 15.8 | 31.2 | 46.4 |
| Standard Deviation(%) | NA | 34.8 | 29.1 | 29.8 | 27.7 | 23.6 | 17.8 | 29.8 | 41.2 |
| Treynor Ratio | NA | -0.1 | 0.0 | -0.06 | -0.12 | -0.01 | 0.14 | 0.18 | -0.39 |
| Alpha | NA | -0.11 | -0.06 | -0.04 | -0.08 | -0.01 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 0.89 | 0.96 | 0.94 | 0.86 | 0.98 | 0.96 | 0.94 | 0.93 |
| RSquared | NA | 0.16 | 0.48 | 0.84 | 0.19 | 0.99 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 3.4 | 1.6 | N/A | 0.0 | 3.3 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 243.4 | N/A | N/A | -100.0 | 243.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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