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IBSCX: IRONBRIDGE SMALL CAP FUND IRONBRIDGE SMALL CAP FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/13/2002 |
| Last Dividend Date: | 12/13/2018 |
| 12-Mo. Yield | 27.63% |
| Expenses | 1.08% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/13/2002 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 7.2 | 6.8 | 10.2 | 8.3 | 10.5 | 18.3 | -5.0 | 10.4 | 13.7 | -2.8 | 6.2 | 33.3 | 13.2 | -3.8 | 23.4 | 24.5 | -31.7 | 10.0 | 15.6 | 4.1 | 18.8 | 43.8 | 4.6 |
| Sharpe Ratio | NA | 0.08 | 0.83 | 0.41 | 0.63 | NA | 0.45 | 2.69 | -0.37 | 0.92 | 0.85 | -0.13 | 0.42 | 2.5 | 0.83 | -0.12 | 1.06 | 0.77 | -0.75 | 0.39 | 0.79 | 0.12 | 1.02 | 2.67 | 2.16 |
| Draw Down(%) | NA | 23.3 | 23.3 | 23.3 | 26.8 | NA | 55.9 | 7.1 | 23.3 | 5.5 | 13.7 | 12.6 | 11.1 | 6.2 | 12.6 | 26.8 | 17.8 | 31.4 | 49.3 | 11.2 | 13.4 | 13.8 | 14.1 | 10.7 | 4.3 |
| Standard Deviation(%) | NA | 16.6 | 13.9 | 16.1 | 18.7 | NA | 21.4 | 14.7 | 16.9 | 10.7 | 15.8 | 20.9 | 14.6 | 13.3 | 16.0 | 31.3 | 22.0 | 31.7 | 43.3 | 17.9 | 15.7 | 15.7 | 17.6 | 16.1 | 19.5 |
| Treynor Ratio | NA | 0.02 | 0.13 | 0.07 | 0.13 | NA | 0.1 | 0.48 | -0.07 | 0.1 | 0.15 | -0.03 | 0.07 | 0.37 | 0.15 | -0.04 | 0.26 | 0.26 | -0.33 | 0.07 | 0.14 | 0.02 | 0.2 | 0.55 | 0.49 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | NA | 0.0 | 0.0 | 0.0 | -0.04 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.05 | 0.05 | 0.0 | 0.02 | -0.02 | 0.01 | 0.03 | 0.11 |
| Beta | NA | 0.81 | 0.86 | 0.89 | 0.91 | NA | 0.93 | 0.82 | 0.85 | 0.96 | 0.88 | 0.94 | 0.9 | 0.9 | 0.91 | 0.96 | 0.91 | 0.95 | 0.99 | 0.95 | 0.91 | 1.03 | 0.91 | 0.78 | 0.86 |
| RSquared | NA | 0.94 | 0.92 | 0.79 | 0.91 | NA | 0.93 | 0.93 | 0.94 | 0.86 | 0.94 | 0.53 | 0.94 | 0.94 | 0.95 | 0.99 | 0.97 | 0.97 | 0.98 | 0.95 | 0.96 | 0.96 | 0.91 | 0.89 | 0.9 |
| Yield(%) | N/A | 27.6 | 18.7 | 13.5 | 15.1 | 10.1 | N/A | 0.0 | 30.0 | 19.3 | 4.1 | 8.4 | 19.7 | 5.2 | 7.7 | 1.0 | 0.2 | 0.4 | 4.2 | 12.0 | 9.8 | 1.1 | 6.9 | 3.2 | 0.0 |
| Dividend Growth(%) | N/A | 41.6 | 38.6 | 527.1 | N/A | N/A | N/A | -100.0 | 41.6 | 422.9 | -56.5 | -62.9 | 360.7 | -26.7 | 657.4 | 428.1 | -25.6 | -94.2 | -65.8 | 26.7 | 898.3 | -83.4 | 201.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2002
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