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JMDAX: Artio US Midcap A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/28/2006 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 14.44% |
| Expenses | 1.30% |
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Performance Analytics (As of 11/02/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/28/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.5 | 14.9 | 1.6 | 5.0 | 5.6 | 4.8 | 25.7 | 49.3 | -45.8 | 2.7 | 17.6 |
| Sharpe Ratio | NA | 0.27 | 0.64 | 0.04 | 0.15 | 0.39 | 0.16 | 1.24 | 1.51 | -1.04 | -0.02 | 3.23 |
| Draw Down(%) | NA | 17.3 | 24.8 | 58.6 | 60.1 | 17.3 | 24.8 | 16.4 | 24.7 | 55.5 | 12.3 | 3.7 |
| Standard Deviation(%) | NA | 20.2 | 23.1 | 31.1 | 28.4 | 17.2 | 29.6 | 20.7 | 32.6 | 44.9 | 16.8 | 13.3 |
| Treynor Ratio | NA | 0.05 | 0.15 | 0.01 | 0.04 | 0.07 | 0.05 | 0.29 | 0.46 | -0.5 | 0.0 | 0.42 |
| Alpha | NA | -0.03 | -0.02 | -0.04 | -0.01 | -0.02 | 0.04 | 0.0 | 0.01 | -0.01 | -0.05 | 0.07 |
| Beta | NA | 1.02 | 0.97 | 0.98 | 0.97 | 0.97 | 1.02 | 0.89 | 1.07 | 0.93 | 0.92 | 1.02 |
| RSquared | NA | 0.9 | 0.93 | 0.93 | 0.93 | 0.87 | 0.97 | 0.89 | 0.96 | 0.94 | 0.89 | 0.6 |
| Yield(%) | N/A | 14.4 | 7.0 | 4.3 | N/A | 0.0 | 15.0 | 0.3 | 0.1 | 0.0 | 8.4 | 1.7 |
| Dividend Growth(%) | N/A | N/A | 50.5 | N/A | N/A | -100.0 | 6174.1 | 285.7 | N/A | -100.0 | 471.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2006
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See Mid-Cap Growth Asset Class Trend Rankings |
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