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MACGX: MID CAP GROWTH PORTFOLIO CLASS A SHARES (MUTUAL FUND)
Basic Info 17.3 0.09(0.52%) June 04
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 02/03/1997 |
| Last Dividend Date: | 12/13/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 4.3 | 3.2 | 26.9 | -3.8 | 14.6 | 10.2 | 10.0 | 10.0 | 17.3 | 42.1 | 46.3 | -63.5 | -12.8 | 142.0 | 39.4 | 11.9 | 39.0 | -13.7 | -5.9 | 0.9 | 38.0 | 9.2 | -7.1 | 32.7 | 59.7 | -47.4 | 22.5 | 9.9 | 18.1 | 21.7 | 42.2 | -31.0 | -29.8 | -7.8 | 68.8 | 37.2 | 8.7 |
| Sharpe Ratio | NA | 0.33 | 0.14 | 0.86 | -0.15 | 0.38 | NA | NA | 0.29 | 0.47 | 1.37 | 1.24 | -1.03 | -0.38 | 3.41 | 1.59 | 0.38 | 3.11 | -0.81 | -0.38 | 0.05 | 2.99 | 0.64 | -0.28 | 1.59 | 1.97 | -1.05 | 1.06 | 0.41 | 1.22 | 1.48 | 2.17 | -1.16 | -1.05 | -0.28 | 2.79 | 1.24 | 0.21 |
| Draw Down(%) | NA | 20.1 | 27.6 | 28.6 | 73.2 | 75.5 | NA | NA | 75.5 | 28.6 | 13.0 | 25.1 | 65.1 | 33.0 | 36.6 | 17.9 | 26.8 | 4.3 | 21.8 | 16.3 | 18.2 | 5.6 | 15.5 | 24.3 | 10.8 | 20.1 | 58.2 | 10.9 | 16.1 | 8.4 | 11.4 | 11.4 | 38.3 | 45.3 | 32.9 | 11.5 | 34.9 | 23.4 |
| Standard Deviation(%) | NA | 31.2 | 27.7 | 30.6 | 40.2 | 34.6 | NA | NA | 28.6 | 32.7 | 28.1 | 34.7 | 63.5 | 33.8 | 41.3 | 23.9 | 27.6 | 12.4 | 17.2 | 15.6 | 17.7 | 12.7 | 14.4 | 25.7 | 20.4 | 30.3 | 45.8 | 18.2 | 15.7 | 13.0 | 14.0 | 19.1 | 27.7 | 31.0 | 42.8 | 23.4 | 27.3 | 28.3 |
| Treynor Ratio | NA | 0.07 | 0.03 | 0.18 | -0.04 | 0.1 | NA | NA | 0.07 | 0.12 | 0.25 | 0.25 | -0.36 | -0.08 | 1.6 | 0.27 | 0.08 | 0.32 | -0.15 | -0.07 | 0.01 | 0.44 | 0.11 | -0.08 | 0.36 | 0.61 | -0.5 | 0.19 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.03 | 0.03 | -0.03 | 0.01 | NA | NA | 0.02 | 0.02 | 0.06 | 0.03 | -0.11 | -0.16 | 0.26 | -0.02 | 0.08 | 0.04 | -0.08 | -0.02 | -0.05 | 0.03 | -0.01 | -0.02 | 0.02 | 0.05 | -0.01 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.38 | 1.42 | 1.45 | 1.64 | 1.36 | NA | NA | 1.13 | 1.33 | 1.51 | 1.73 | 1.8 | 1.58 | 0.88 | 1.42 | 1.36 | 1.22 | 0.93 | 0.87 | 1.15 | 0.87 | 0.84 | 0.89 | 0.9 | 0.98 | 0.96 | 1.0 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.69 | 0.66 | 0.7 | 0.76 | 0.69 | NA | NA | 0.54 | 0.77 | 0.66 | 0.7 | 0.82 | 0.73 | 0.57 | 0.68 | 0.8 | 0.66 | 0.75 | 0.77 | 0.78 | 0.82 | 0.9 | 0.96 | 0.94 | 0.94 | 0.96 | 0.9 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 6.4 | 13.3 | 9.2 | 10.9 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 30.4 | 21.5 | 18.8 | 25.4 | 44.8 | 38.5 | 11.6 | 14.4 | 7.8 | 4.0 | 5.0 | 0.1 | 0.0 | 0.0 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.4 | 20.1 | 19.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -63.6 | 130.9 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 206.6 | 42.7 | -37.2 | -46.8 | -40.3 | 168.0 | -30.2 | 134.4 | 107.5 | -30.4 | 4983.3 | N/A | N/A | -100.0 | 21.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | -9.5 | 22.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1997
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