It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BIGRX: INCOME & GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 42.25 0.91(2.11%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/17/1990 |
| Last Dividend Date: | 03/10/2026 |
| 12-Mo. Yield | 9.59% |
| Expenses | 0.91% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/17/1990 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 10.1 | 26.9 | 16.8 | 7.3 | 11.1 | 11.1 | 8.5 | 10.1 | 14.9 | 13.3 | 8.4 | -12.3 | 24.2 | 11.9 | 24.0 | -6.4 | 20.6 | 12.9 | -5.6 | 12.4 | 35.7 | 14.5 | 3.0 | 14.1 | 17.9 | -34.7 | -0.3 | 17.2 | 4.8 | 12.4 | 29.6 | -19.4 | -8.6 | -10.5 | 18.0 | 27.7 | 34.2 | 24.0 | 36.9 | -0.6 | 11.1 | 7.9 | 38.7 | 1.2 |
| Sharpe Ratio | NA | 2.18 | 2.29 | 1.11 | 0.34 | 0.57 | NA | NA | 0.47 | 0.76 | 0.85 | 0.37 | -0.69 | 1.71 | 0.35 | 1.81 | -0.46 | 2.85 | 0.99 | -0.37 | 1.13 | 3.34 | 1.14 | 0.13 | 0.76 | 0.66 | -0.89 | -0.21 | 1.3 | 0.24 | 1.04 | 1.76 | -0.81 | -0.57 | -0.7 | 0.84 | 1.23 | 1.81 | 1.84 | 4.29 | -0.38 | 1.08 | 0.6 | 1.81 | 4.32 |
| Draw Down(%) | NA | 8.0 | 8.0 | 18.2 | 22.0 | 32.6 | NA | NA | 57.0 | 15.9 | 7.2 | 11.9 | 22.0 | 6.0 | 32.6 | 7.6 | 20.1 | 2.5 | 9.2 | 14.7 | 7.2 | 4.7 | 10.2 | 18.6 | 16.2 | 28.7 | 46.8 | 13.7 | 8.3 | 7.0 | 6.9 | 13.9 | 32.6 | 25.3 | 16.5 | 11.0 | 20.0 | 10.8 | 7.6 | 2.5 | 8.3 | 4.0 | 6.9 | 9.9 | 0.9 |
| Standard Deviation(%) | NA | 12.4 | 11.2 | 13.0 | 14.9 | 16.9 | NA | NA | 17.5 | 15.7 | 11.3 | 13.0 | 20.0 | 14.2 | 32.7 | 12.5 | 17.0 | 7.0 | 12.8 | 15.2 | 11.0 | 10.7 | 12.8 | 23.2 | 18.5 | 26.9 | 39.9 | 16.6 | 10.7 | 10.7 | 11.0 | 16.4 | 25.2 | 19.9 | 21.2 | 17.3 | 19.6 | 16.8 | 11.0 | 7.7 | 9.6 | 8.2 | 8.9 | 19.1 | 8.0 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.14 | 0.05 | 0.1 | NA | NA | 0.09 | 0.12 | 0.09 | 0.05 | -0.13 | 0.23 | 0.13 | 0.21 | -0.07 | 0.22 | 0.14 | -0.06 | 0.13 | 0.38 | 0.15 | 0.03 | 0.14 | 0.21 | -0.39 | -0.04 | 0.13 | 0.03 | 0.11 | 0.31 | -0.23 | -0.12 | -0.16 | 0.15 | 0.24 | 0.31 | 0.22 | 0.37 | -0.04 | 0.11 | -2.06 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.04 | -0.01 | 0.04 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.07 | 0.02 | 0.04 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.02 | NA | NA |
| Beta | NA | 1.04 | 1.05 | 1.03 | 1.04 | 0.97 | NA | NA | 0.94 | 1.02 | 1.05 | 1.06 | 1.04 | 1.06 | 0.9 | 1.05 | 1.06 | 0.92 | 0.94 | 0.97 | 0.98 | 0.94 | 0.98 | 0.96 | 1.0 | 0.84 | 0.91 | 0.96 | 1.09 | 0.98 | 1.0 | 0.95 | 0.91 | 0.96 | 0.95 | 0.95 | 1.0 | 0.98 | 0.93 | 0.88 | 0.9 | 0.82 | -0.03 | NA | NA |
| RSquared | NA | 0.88 | 0.88 | 0.93 | 0.94 | 0.94 | NA | NA | 0.9 | 0.95 | 0.93 | 0.93 | 0.95 | 0.91 | 0.96 | 0.93 | 0.95 | 0.86 | 0.94 | 0.97 | 0.95 | 0.96 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.95 | 0.95 | 0.94 | 0.97 | 0.97 | 0.94 | 0.73 | 0.84 | 0.95 | 0.96 | 0.92 | 0.83 | 0.87 | 0.72 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 9.6 | 5.0 | 6.9 | 9.3 | 10.6 | 7.7 | N/A | 9.5 | 1.5 | 1.7 | 1.9 | 27.3 | 15.4 | 4.6 | 11.0 | 10.2 | 3.7 | 8.0 | 7.9 | 2.6 | 2.3 | 1.6 | 1.5 | 2.2 | 1.5 | 13.0 | 7.0 | 6.0 | 1.6 | 1.9 | 1.2 | 0.8 | 0.9 | 1.4 | 6.8 | 13.2 | 10.3 | 8.4 | 7.2 | 4.1 | 3.3 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -96.7 | 592.2 | -73.2 | -8.7 | 111.9 | 124.4 | N/A | N/A | 624.3 | -5.1 | -25.4 | -93.2 | 66.1 | 298.5 | -65.4 | 19.3 | 209.6 | -60.7 | 6.5 | 287.3 | 29.6 | 44.6 | 23.4 | -23.7 | -1.9 | -90.2 | 99.5 | 18.5 | 307.2 | 4.2 | 30.5 | 42.6 | -20.4 | -28.3 | -75.5 | -37.9 | 43.6 | 57.6 | 9.2 | 86.9 | 27.3 | -0.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/1990
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 2.95% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 1.19% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 2.36% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 1.69% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 1.72% (96%)
- TY (Tri Continental Closed Fund) 1.65% (96%)
Latest Articles Related to BIGRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
