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ESGSX: Evergreen Strategic Growth InSvc (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/11/1998 |
| Last Dividend Date: | 04/30/2010 |
| 12-Mo. Yield | 0.68% |
| Expenses | - |
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Performance Analytics (As of 09/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/11/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.4 | -4.6 | 1.3 | -4.3 | 0.5 | -5.1 | 35.0 | -36.3 | 17.2 | 5.7 | 6.9 | 7.0 | 28.6 | -25.7 | -26.0 | -7.3 | 29.8 | 7.6 |
| Sharpe Ratio | NA | 0.33 | -0.19 | -0.01 | -0.26 | -0.06 | -0.37 | 1.45 | -0.99 | 0.87 | 0.19 | 0.43 | 0.47 | 1.64 | -1.1 | -1.01 | -0.3 | 0.96 | 0.54 |
| Draw Down(%) | NA | 18.1 | 48.3 | 48.3 | 58.6 | 58.6 | 18.1 | 18.9 | 45.8 | 9.7 | 13.1 | 6.7 | 12.9 | 9.2 | 30.5 | 40.3 | 25.5 | 21.2 | 18.7 |
| Standard Deviation(%) | NA | 19.4 | 28.4 | 23.8 | 23.0 | 24.6 | 20.7 | 24.0 | 37.5 | 16.3 | 12.7 | 10.8 | 12.8 | 17.0 | 24.4 | 28.4 | 37.2 | 27.6 | 32.2 |
| Treynor Ratio | NA | 0.07 | -0.05 | 0.0 | -0.07 | -0.02 | -0.09 | 0.36 | -0.37 | 0.15 | 0.03 | 0.05 | 0.07 | 0.32 | -0.36 | -0.37 | -0.11 | 0.26 | 0.19 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.07 | 0.03 | -0.08 |
| Beta | NA | 0.89 | 0.97 | 0.97 | 0.88 | 0.9 | 0.87 | 0.96 | 0.99 | 0.97 | 0.94 | 0.87 | 0.85 | 0.87 | 0.74 | 0.78 | 1.01 | 1.04 | 0.94 |
| RSquared | NA | 0.85 | 0.95 | 0.95 | 0.93 | 0.87 | 0.82 | 0.97 | 0.97 | 0.96 | 0.92 | 0.89 | 0.92 | 0.96 | 0.93 | 0.92 | 0.87 | 0.63 | 0.8 |
| Yield(%) | N/A | 0.7 | 3.0 | 2.3 | 2.6 | N/A | 0.1 | 0.6 | 5.9 | 2.9 | 0.0 | 0.1 | 0.4 | 0.1 | 0.1 | 0.2 | 23.1 | 0.1 | 0.1 |
| Dividend Growth(%) | N/A | -91.9 | 2145.4 | -74.3 | N/A | N/A | -70.0 | -93.8 | 132.1 | 10300.0 | -65.2 | -77.0 | 300.0 | -26.5 | -43.3 | -99.5 | 53657.1 | -30.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/1998
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