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CSWCX: Credit Suisse Small Cap Core I Comm (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/04/2001 |
| Last Dividend Date: | 10/05/2011 |
| 12-Mo. Yield | 0.85% |
| Expenses | - |
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Performance Analytics (As of 11/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2001 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.5 | 15.3 | -3.0 | 3.2 | 2.9 | -4.9 | 18.6 | 21.8 | -35.7 | -2.9 | 11.9 | 8.2 | 21.9 | 25.2 | -7.7 | -7.8 |
| Sharpe Ratio | NA | 0.02 | 0.51 | -0.13 | 0.08 | 0.06 | -0.27 | 0.8 | 0.62 | -0.85 | -0.3 | 0.66 | 0.42 | 1.52 | 1.73 | -0.34 | -0.59 |
| Draw Down(%) | NA | 18.6 | 31.1 | 60.4 | 60.4 | 60.4 | 18.6 | 20.8 | 31.1 | 50.2 | 15.7 | 9.6 | 9.9 | 7.6 | 12.2 | 27.8 | 17.9 |
| Standard Deviation(%) | NA | 19.8 | 30.0 | 29.7 | 24.6 | 24.2 | 20.7 | 23.1 | 34.9 | 42.9 | 20.6 | 13.0 | 14.1 | 13.8 | 14.2 | 25.8 | 23.6 |
| Treynor Ratio | NA | 0.01 | 0.18 | -0.04 | 0.02 | 0.02 | -0.1 | 0.2 | 0.22 | -0.38 | -0.06 | 0.1 | 0.06 | 0.25 | 0.32 | -0.1 | -0.19 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | -0.03 | 0.05 | -0.05 |
| Beta | NA | 0.57 | 0.86 | 0.9 | 0.89 | 0.88 | 0.57 | 0.95 | 0.97 | 0.95 | 1.08 | 0.82 | 0.94 | 0.83 | 0.76 | 0.89 | 0.72 |
| RSquared | NA | 0.74 | 0.91 | 0.93 | 0.88 | 0.88 | 0.74 | 0.95 | 0.99 | 0.98 | 0.93 | 0.92 | 0.94 | 0.92 | 0.9 | 0.74 | 0.47 |
| Yield(%) | N/A | 0.8 | 0.6 | 9.5 | 8.7 | N/A | 0.6 | 0.6 | 0.0 | 0.0 | 36.8 | 17.7 | 11.0 | 10.6 | 6.0 | 7.9 | 0.0 |
| Dividend Growth(%) | N/A | 128.3 | -99.0 | 61.2 | N/A | N/A | 8.9 | N/A | -100.0 | -99.9 | 91.9 | 61.6 | 13.1 | 105.8 | -33.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2001
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