It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JNOZX: Jennison Small Cap Opportunity Z (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/10/2008 |
| Last Dividend Date: | 05/15/2009 |
| 12-Mo. Yield | 0.73% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/14/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 06/10/2008 |
2009 | 2008 | |
|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.0 | -20.0 | 13.6 | -34.9 |
| Sharpe Ratio | NA | 0.14 | -0.48 | 0.53 | -1.04 |
| Draw Down(%) | NA | 32.0 | 52.8 | 29.6 | 51.1 |
| Standard Deviation(%) | NA | 43.6 | 42.2 | 32.8 | 52.0 |
| Treynor Ratio | NA | 0.07 | -0.23 | 0.22 | -0.58 |
| Alpha | NA | -0.12 | -0.09 | -0.06 | -0.02 |
| Beta | NA | 0.88 | 0.89 | 0.81 | 0.93 |
| RSquared | NA | 0.94 | 0.95 | 0.91 | 0.98 |
| Yield(%) | N/A | 0.7 | N/A | 0.1 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | -91.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 10/14/2009.Latest Articles Related to JNOZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
