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FLAGX: AGGRESSIVE GROWTH FUND RETAIL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/21/2000 |
| Last Dividend Date: | 12/29/2017 |
| 12-Mo. Yield | 11.85% |
| Expenses | 1.98% |
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Performance Analytics (As of 11/30/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/21/2000 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.9 | -11.7 | 1.6 | 3.6 | 9.9 | 4.7 | 1.9 | -12.4 | 12.6 | 8.9 | -4.3 | 13.5 | 30.4 | 13.6 | -7.0 | 15.3 | 34.3 | -39.3 | 6.1 | 12.6 | 6.7 | 2.1 | 39.7 | -27.8 | -17.0 | -13.8 |
| Sharpe Ratio | NA | -0.56 | 0.05 | 0.2 | 0.52 | NA | 0.04 | -0.84 | 0.63 | 0.6 | -0.28 | 1.01 | 2.43 | 1.01 | -0.27 | 0.82 | 1.35 | -1.13 | 0.18 | 0.81 | 0.36 | 0.08 | 2.07 | -1.34 | -0.92 | -0.78 |
| Draw Down(%) | NA | 22.4 | 22.4 | 22.4 | 24.5 | NA | 57.5 | 19.7 | 11.2 | 13.0 | 13.5 | 9.9 | 6.0 | 11.3 | 24.5 | 16.0 | 23.2 | 49.0 | 10.9 | 12.1 | 8.8 | 15.3 | 15.8 | 31.5 | 32.4 | 27.0 |
| Standard Deviation(%) | NA | 23.3 | 17.1 | 16.0 | 18.5 | NA | 19.6 | 17.7 | 18.8 | 14.5 | 15.5 | 13.3 | 12.5 | 13.5 | 25.7 | 18.6 | 25.3 | 35.4 | 16.8 | 11.4 | 12.1 | 13.5 | 18.8 | 21.6 | 21.6 | 27.8 |
| Treynor Ratio | NA | -0.21 | 0.01 | 0.04 | 0.24 | NA | 0.04 | -0.25 | 0.13 | 0.1 | -0.05 | 0.15 | 0.32 | 0.16 | -0.22 | -4.49 | -3.15 | -4.79 | 0.03 | 0.14 | -1.83 | 0.31 | -3.42 | 8.24 | -3.85 | -6.28 |
| Alpha | NA | -0.07 | -0.03 | -0.02 | 0.02 | NA | 0.01 | -0.08 | -0.05 | 0.04 | -0.05 | 0.01 | -0.01 | -0.01 | -0.02 | 0.06 | 0.14 | -0.16 | -0.01 | 0.04 | 0.02 | 0.01 | 0.15 | -0.13 | -0.07 | -0.07 |
| Beta | NA | 0.62 | 0.75 | 0.81 | 0.4 | NA | 0.21 | 0.6 | 0.94 | 0.88 | 0.92 | 0.89 | 0.95 | 0.87 | 0.32 | -0.03 | -0.11 | 0.08 | 0.97 | 0.66 | -0.02 | 0.04 | -0.11 | -0.04 | 0.05 | 0.03 |
| RSquared | NA | 0.24 | 0.42 | 0.56 | 0.15 | NA | 0.06 | 0.44 | 0.18 | 0.8 | 0.92 | 0.84 | 0.83 | 0.87 | 0.11 | 0.0 | 0.01 | 0.01 | 0.91 | 0.57 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 |
| Yield(%) | N/A | 11.8 | 6.0 | 7.1 | 7.6 | 4.0 | N/A | 0.0 | 13.3 | 0.9 | 3.6 | 17.3 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.5 | 0.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 6438.1 | -5.8 | 7246.2 | N/A | N/A | N/A | -100.0 | 1436.7 | -76.3 | -79.7 | 1892.6 | N/A | N/A | N/A | N/A | -100.0 | 33.3 | 14.7 | 41.7 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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