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BTVIX: BB&T Small Cap Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/30/2003 |
| Last Dividend Date: | 12/12/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/05/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/30/2003 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 44.7 | -12.5 | -4.4 | 3.1 | -2.6 | 9.7 | -33.1 | -8.2 | 13.7 | 9.1 | 23.2 | 22.2 |
| Sharpe Ratio | NA | 1.74 | -0.45 | -0.25 | 0.06 | -1.29 | 0.31 | -0.87 | -0.64 | 0.73 | 0.52 | 1.7 | 2.91 |
| Draw Down(%) | NA | 10.8 | 59.1 | 59.1 | 59.1 | 5.7 | 28.7 | 48.1 | 19.3 | 13.7 | 9.1 | 7.8 | 4.3 |
| Standard Deviation(%) | NA | 25.6 | 30.4 | 25.2 | 22.7 | 11.2 | 30.9 | 39.0 | 17.5 | 14.5 | 13.5 | 13.1 | 13.7 |
| Treynor Ratio | NA | 0.52 | -0.15 | -0.07 | 0.02 | -0.42 | 0.1 | -0.39 | -0.12 | 0.13 | 0.08 | 0.35 | 0.63 |
| Alpha | NA | -0.09 | -0.06 | -0.03 | -0.02 | -0.12 | -0.09 | 0.02 | -0.07 | 0.01 | 0.0 | 0.04 | 0.03 |
| Beta | NA | 0.86 | 0.88 | 0.88 | 0.85 | 0.35 | 0.92 | 0.88 | 0.91 | 0.82 | 0.87 | 0.64 | 0.63 |
| RSquared | NA | 0.91 | 0.94 | 0.94 | 0.92 | 0.39 | 0.96 | 0.96 | 0.91 | 0.92 | 0.91 | 0.82 | 0.87 |
| Yield(%) | N/A | 0.0 | 2.7 | 5.7 | N/A | 0.0 | 0.0 | 0.0 | 7.9 | 6.1 | 15.5 | 3.5 | 1.2 |
| Dividend Growth(%) | N/A | N/A | -66.9 | N/A | N/A | N/A | N/A | -100.0 | 38.3 | -61.9 | 420.2 | 259.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2003
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See Small Growth Asset Class Trend Rankings |
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