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BRAIX: Bridgeway Aggressive Investors 2 (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/12/2001 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 0.71% |
| Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/12/2001 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.8 | -23.6 | 3.1 | -10.2 | 1.9 | 2.2 | -8.6 | -10.8 | 12.1 | 29.8 | -55.1 | 32.2 | 5.5 | 18.6 | 16.2 | 44.0 | -20.9 | 7.5 |
| Sharpe Ratio | NA | -0.7 | 0.11 | -0.31 | 0.02 | 0.03 | -0.86 | -0.33 | 0.48 | 1.05 | -1.03 | 1.29 | 0.1 | 0.84 | 0.74 | 1.97 | -0.45 | 6.19 |
| Draw Down(%) | NA | 32.4 | 33.4 | 65.6 | 65.6 | 65.6 | 21.3 | 33.4 | 21.1 | 23.1 | 64.7 | 15.0 | 21.4 | 14.0 | 20.2 | 14.6 | 32.0 | 1.4 |
| Standard Deviation(%) | NA | 33.6 | 26.7 | 34.8 | 31.7 | 31.3 | 22.3 | 32.8 | 25.0 | 28.4 | 54.0 | 22.6 | 20.8 | 19.4 | 20.7 | 21.9 | 49.2 | 11.6 |
| Treynor Ratio | NA | -0.21 | 0.03 | -0.1 | 0.01 | 0.01 | -0.19 | -0.09 | 0.11 | 0.35 | -0.5 | 0.23 | 0.01 | 0.11 | 0.1 | 0.37 | -0.25 | 1.91 |
| Alpha | NA | -0.07 | -0.05 | -0.03 | -0.01 | -0.01 | -0.1 | -0.03 | -0.05 | -0.01 | -0.06 | 0.09 | -0.05 | 0.0 | -0.04 | 0.01 | 0.0 | 0.14 |
| Beta | NA | 1.15 | 1.1 | 1.07 | 1.1 | 1.09 | 1.02 | 1.18 | 1.13 | 0.85 | 1.13 | 1.28 | 1.55 | 1.46 | 1.48 | 1.17 | 0.87 | 0.38 |
| RSquared | NA | 0.88 | 0.9 | 0.88 | 0.72 | 0.7 | 0.52 | 0.96 | 0.95 | 0.95 | 0.87 | 0.88 | 0.88 | 0.83 | 0.82 | 0.75 | 0.2 | 0.31 |
| Yield(%) | N/A | 0.7 | 0.8 | 0.8 | 1.5 | N/A | 0.0 | 0.7 | 0.8 | 0.5 | 0.0 | 3.4 | 2.2 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 3.0 | -72.8 | 16.5 | N/A | N/A | -100.0 | 3.0 | 102.0 | N/A | -100.0 | 54.5 | 8.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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