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EMSMX: Embarcadero Small-Cap Growth (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/24/1996 |
| Last Dividend Date: | 02/28/2003 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 12/31/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/24/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 12.6 | -56.8 | -7.8 | 10.8 | -22.3 | -16.0 | 50.0 | -63.6 | -59.7 | -21.5 | 291.1 | 8.0 | -20.0 | -13.3 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 0.29 | -1.08 | -0.44 | 0.32 | -1.63 | -0.54 | 1.7 | -1.73 | -0.91 | -0.38 | 8.25 | 0.14 | -0.73 | -0.91 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 44.4 | 66.3 | 22.2 | 26.0 | 24.0 | 46.4 | 22.9 | 74.1 | 80.2 | 54.4 | 16.5 | 43.6 | 33.7 | 23.5 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 42.5 | 53.2 | 24.8 | 23.1 | 15.0 | 31.4 | 28.9 | 37.5 | 68.6 | 68.1 | 34.9 | 32.9 | 32.3 | 24.5 |
| Treynor Ratio | NA | 0.39 | 8.67 | -20.61 | -2.14 | -1.5 | 0.39 | 0.11 | -0.54 | -0.09 | 0.06 | -0.31 | -0.11 | 0.38 | -0.59 | -0.3 | -0.16 | 2.34 | 0.04 | 0.0 | 0.0 |
| Alpha | NA | -0.55 | -0.27 | -0.14 | -0.15 | -0.08 | -0.55 | -0.11 | -0.1 | -0.07 | -0.01 | -0.13 | -0.15 | -0.02 | -0.31 | -0.28 | -0.01 | 0.48 | 0.05 | NA | NA |
| Beta | NA | -2.55 | -0.12 | 0.05 | 0.47 | 0.68 | -2.55 | 1.18 | 1.06 | 1.21 | 1.26 | 0.8 | 1.54 | 1.28 | 1.09 | 2.08 | 1.57 | 1.23 | 1.16 | NA | NA |
| RSquared | NA | 0.97 | 0.0 | 0.0 | 0.07 | 0.13 | 0.97 | 0.82 | 0.75 | 0.8 | 0.85 | 0.64 | 0.82 | 0.75 | 0.53 | 0.59 | 0.67 | 0.3 | 0.59 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 1.3 | 0.0 | 11.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -50.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/1996
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