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GMSPX: GMO US Small/Mid Cap Growth III (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/04/2005 |
| Last Dividend Date: | 12/13/2011 |
| 12-Mo. Yield | 15.99% |
| Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/04/2005 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -67.5 | -15.0 | -19.5 | -10.6 | -64.6 | 2.9 | 33.3 | 24.0 | -42.0 | 3.2 | 7.1 | 14.6 |
| Sharpe Ratio | NA | -0.65 | -0.24 | -0.38 | -0.26 | -0.53 | 0.09 | 1.34 | 0.84 | -1.01 | 0.0 | 0.21 | 0.85 |
| Draw Down(%) | NA | 70.8 | 70.8 | 70.8 | 70.8 | 67.8 | 30.3 | 19.6 | 25.7 | 53.0 | 13.4 | 18.5 | 9.8 |
| Standard Deviation(%) | NA | 103.1 | 62.8 | 53.7 | 45.4 | 182.8 | 33.2 | 24.9 | 28.4 | 42.5 | 18.2 | 17.1 | 14.6 |
| Treynor Ratio | NA | -0.6 | -0.14 | -0.21 | -0.12 | -0.98 | 0.03 | 0.3 | 0.26 | -0.48 | 0.0 | 0.03 | 0.0 |
| Alpha | NA | -0.31 | -0.11 | -0.07 | -0.04 | -1.09 | 0.03 | 0.0 | -0.05 | 0.01 | -0.05 | -0.01 | NA |
| Beta | NA | 1.12 | 1.08 | 0.97 | 0.97 | 1.0 | 1.15 | 1.11 | 0.93 | 0.89 | 1.0 | 1.2 | NA |
| RSquared | NA | 0.19 | 0.32 | 0.5 | 0.48 | 0.01 | 0.97 | 0.96 | 0.95 | 0.96 | 0.9 | 0.21 | 0.0 |
| Yield(%) | N/A | 16.0 | 21.2 | 9.4 | N/A | 0.0 | 36.6 | 0.3 | 0.3 | 0.3 | 19.6 | 16.4 | 16.8 |
| Dividend Growth(%) | N/A | -39.6 | 4.7 | N/A | N/A | -100.0 | 13848.7 | 56.0 | -41.9 | -98.8 | 7.1 | -3.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2005
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See Mid-Cap Growth Asset Class Trend Rankings |
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