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MMCGX: MID CAP GROWTH PORTFOLIO CLASS IS (MUTUAL FUND)
Basic Info 25 1.37(5.20%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 09/17/2013 |
| Last Dividend Date: | 12/13/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.7 | -1.0 | -1.7 | 24.2 | -4.7 | 14.4 | 11.5 | 17.5 | 42.5 | 46.8 | -63.3 | -12.3 | 142.7 | 39.9 | 12.3 | 39.4 | -13.3 | -5.5 | 1.3 | 8.9 |
| Sharpe Ratio | NA | 0.52 | 0.23 | 0.9 | -0.13 | 0.4 | 0.32 | 0.46 | 1.39 | 1.26 | -1.02 | -0.37 | 3.44 | 1.61 | 0.4 | 3.16 | -0.79 | -0.36 | 0.07 | 2.7 |
| Draw Down(%) | NA | 20.0 | 27.4 | 28.5 | 72.9 | 75.2 | 75.2 | 28.5 | 12.9 | 24.9 | 64.9 | 32.9 | 36.6 | 17.8 | 26.7 | 4.3 | 21.7 | 16.1 | 18.1 | 4.3 |
| Standard Deviation(%) | NA | 31.2 | 27.6 | 30.6 | 40.1 | 34.5 | 31.6 | 32.4 | 28.0 | 34.6 | 63.5 | 33.6 | 41.2 | 23.9 | 27.6 | 12.3 | 17.2 | 15.6 | 17.7 | 12.7 |
| Treynor Ratio | NA | 0.13 | 0.05 | 0.24 | -0.04 | 0.11 | 0.08 | 0.15 | 0.37 | 0.29 | -0.41 | -0.09 | 1.5 | 0.39 | 0.09 | 0.34 | -0.14 | -0.07 | 0.01 | 0.35 |
| Alpha | NA | 0.03 | -0.04 | 0.02 | -0.04 | -0.01 | -0.02 | 0.04 | 0.03 | -0.05 | -0.04 | -0.11 | 0.19 | -0.01 | 0.05 | 0.01 | -0.05 | -0.05 | -0.05 | -0.03 |
| Beta | NA | 1.3 | 1.27 | 1.17 | 1.4 | 1.24 | 1.21 | 0.99 | 1.05 | 1.52 | 1.59 | 1.38 | 0.94 | 0.98 | 1.18 | 1.16 | 1.0 | 0.84 | 1.15 | 0.98 |
| RSquared | NA | 0.6 | 0.58 | 0.64 | 0.75 | 0.71 | 0.71 | 0.68 | 0.52 | 0.68 | 0.85 | 0.78 | 0.69 | 0.56 | 0.8 | 0.66 | 0.74 | 0.76 | 0.79 | 0.76 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 22.9 | 16.6 | 15.1 | 21.3 | 39.9 | 36.0 | 11.0 | 14.1 | 6.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | 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 | -31.9 | 140.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
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