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CANGX: CAN SLIM(R) SELECT GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/06/2005 |
| Last Dividend Date: | 07/30/2021 |
| 12-Mo. Yield | 9.85% |
| Expenses | 1.43% |
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Performance Analytics (As of 08/31/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/06/2005 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 20.7 | 6.8 | 9.6 | 9.4 | 7.5 | 7.1 | 15.1 | 4.9 | 18.1 | -10.7 | 20.4 | 6.7 | -2.9 | 8.3 | 30.4 | 12.6 | -4.5 | 14.6 | 9.7 | -20.4 | 19.3 | -4.3 | 7.4 |
| Sharpe Ratio | NA | 1.78 | 0.32 | 0.55 | 0.61 | NA | 0.39 | 2.3 | 0.16 | 1.66 | -0.83 | 2.5 | 0.52 | -0.22 | 0.65 | 2.4 | 1.08 | -0.26 | 0.86 | 0.6 | -1.35 | 0.69 | -0.4 | 2.0 |
| Draw Down(%) | NA | 7.3 | 33.3 | 33.3 | 33.3 | NA | 33.3 | 3.4 | 33.3 | 5.7 | 20.0 | 3.5 | 8.3 | 12.1 | 9.7 | 5.8 | 8.0 | 17.4 | 15.3 | 11.1 | 23.5 | 15.8 | 26.3 | 4.4 |
| Standard Deviation(%) | NA | 11.6 | 19.0 | 16.1 | 14.6 | NA | 16.1 | 10.3 | 28.3 | 10.0 | 14.7 | 7.9 | 12.4 | 13.8 | 12.7 | 12.6 | 11.7 | 17.2 | 16.8 | 16.1 | 15.9 | 23.5 | 19.2 | 16.3 |
| Treynor Ratio | NA | 0.39 | 0.09 | 0.12 | 0.13 | NA | 0.11 | 0.5 | 0.06 | 0.25 | -0.16 | 0.23 | 0.09 | -0.04 | 0.09 | 0.34 | 0.19 | -0.08 | 0.2 | 0.21 | -0.83 | 0.13 | -0.07 | 0.0 |
| Alpha | NA | 0.01 | -0.03 | -0.02 | -0.01 | NA | 0.0 | 0.04 | -0.07 | -0.01 | -0.03 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.03 | -0.03 | 0.0 | -0.05 | NA |
| Beta | NA | 0.53 | 0.69 | 0.71 | 0.71 | NA | 0.58 | 0.47 | 0.73 | 0.66 | 0.77 | 0.86 | 0.73 | 0.84 | 0.89 | 0.9 | 0.65 | 0.57 | 0.73 | 0.46 | 0.26 | 1.27 | 1.18 | NA |
| RSquared | NA | 0.71 | 0.83 | 0.83 | 0.84 | NA | 0.64 | 0.66 | 0.85 | 0.83 | 0.91 | 0.8 | 0.87 | 0.93 | 0.92 | 0.9 | 0.8 | 0.86 | 0.91 | 0.73 | 0.58 | 0.86 | 0.17 | 0.0 |
| Yield(%) | N/A | 9.8 | 5.5 | 7.7 | 7.8 | 6.3 | N/A | 9.4 | 0.1 | 5.1 | 3.2 | 19.5 | 0.7 | 1.4 | 6.3 | 19.9 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 115.9 | -19.9 | 47.4 | N/A | N/A | N/A | 12145.5 | -98.3 | 36.7 | -83.4 | 3088.5 | -54.9 | -77.5 | -66.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
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