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MUHLX: MUHLENKAMP FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 79.78 2(2.45%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/29/1988 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 3.63% |
| Expenses | 1.26% |
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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 | 15 Yr | 20 Yr | Since 12/29/1988 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 9.3 | 21.5 | 15.8 | 8.8 | 8.8 | 7.3 | 4.5 | 8.7 | 16.7 | 2.8 | 13.9 | -3.3 | 19.7 | 1.7 | 14.4 | -13.3 | 18.8 | -3.7 | -6.1 | 0.7 | 34.4 | 12.5 | -4.7 | 6.1 | 31.5 | -40.4 | -10.0 | 4.1 | 7.9 | 24.5 | 48.1 | -19.9 | 9.4 | 25.4 | 11.4 | 3.2 | 33.2 | 30.1 | 32.2 | -8.7 | 18.1 | 15.8 | 45.4 | -14.9 | 12.5 | 0.0 |
| Sharpe Ratio | NA | 1.7 | 1.6 | 0.99 | 0.47 | 0.42 | NA | NA | 0.38 | 0.87 | -0.25 | 0.87 | -0.3 | 1.02 | 0.04 | 1.2 | -0.96 | 1.84 | -0.3 | -0.42 | 0.05 | 2.56 | 0.94 | -0.22 | 0.39 | 1.13 | -1.21 | -0.67 | 0.05 | 0.41 | 1.71 | 2.61 | -0.75 | 0.3 | 0.79 | 0.44 | -0.01 | 2.02 | 2.39 | 3.3 | -1.17 | 1.69 | 1.61 | 3.21 | -1.23 | 0.62 | NA |
| Draw Down(%) | NA | 10.2 | 10.2 | 12.7 | 13.1 | 40.9 | NA | NA | 62.0 | 10.9 | 14.6 | 8.4 | 10.1 | 9.3 | 37.7 | 8.0 | 22.2 | 4.3 | 14.6 | 14.9 | 12.8 | 6.6 | 11.9 | 21.5 | 15.9 | 27.5 | 49.9 | 20.9 | 14.5 | 10.1 | 11.2 | 16.2 | 39.7 | 28.7 | 16.1 | 18.0 | 32.6 | 10.1 | 6.0 | 4.4 | 14.9 | 8.7 | 5.5 | 6.3 | 32.5 | 11.4 | 0.0 |
| Standard Deviation(%) | NA | 16.1 | 14.0 | 14.1 | 14.8 | 17.4 | NA | NA | 17.8 | 16.2 | 15.3 | 11.2 | 15.7 | 19.3 | 35.4 | 10.8 | 15.3 | 9.9 | 13.1 | 14.8 | 14.8 | 13.4 | 13.4 | 22.0 | 15.5 | 27.8 | 34.2 | 19.4 | 14.9 | 13.9 | 13.8 | 18.2 | 27.9 | 23.5 | 26.9 | 18.6 | 19.5 | 14.6 | 11.0 | 8.6 | 10.0 | 9.5 | 8.3 | 12.9 | 16.3 | 10.9 | 0.0 |
| Treynor Ratio | NA | 0.36 | 0.29 | 0.19 | 0.11 | 0.09 | NA | NA | 0.08 | 0.21 | -0.04 | 0.15 | -0.1 | 0.19 | 0.02 | 0.17 | -0.18 | 0.15 | -0.04 | -0.07 | 0.01 | 0.3 | 0.13 | -0.05 | 0.07 | 0.35 | -0.51 | -0.11 | 0.01 | 0.05 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.01 | -0.06 | -0.01 | 0.03 | -0.02 | -0.05 | -0.03 | -0.04 | -0.03 | -0.05 | -0.03 | -0.06 | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | -0.06 | -0.07 | -0.05 | 0.0 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.77 | 0.77 | 0.73 | 0.63 | 0.78 | NA | NA | 0.86 | 0.69 | 0.84 | 0.63 | 0.49 | 1.05 | 0.87 | 0.77 | 0.82 | 1.22 | 0.87 | 0.91 | 1.2 | 1.14 | 1.0 | 0.92 | 0.81 | 0.9 | 0.8 | 1.17 | 1.33 | 1.21 | 1.1 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.42 | 0.43 | 0.59 | 0.54 | 0.67 | NA | NA | 0.49 | 0.65 | 0.51 | 0.56 | 0.6 | 0.53 | 0.74 | 0.8 | 0.85 | 0.68 | 0.77 | 0.9 | 0.88 | 0.89 | 0.93 | 0.97 | 0.91 | 0.78 | 0.93 | 0.91 | 0.83 | 0.8 | 0.72 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.6 | 4.7 | 2.8 | 3.7 | 4.9 | 3.4 | N/A | 3.8 | 8.2 | 1.0 | 0.4 | 0.0 | 0.3 | 1.4 | 10.9 | 4.8 | 0.0 | 9.3 | 13.4 | 4.0 | 10.2 | 0.1 | 0.0 | 0.2 | 0.2 | 16.1 | 0.9 | 1.0 | 0.2 | 0.0 | 0.0 | 0.0 | 5.8 | 2.1 | 0.2 | 0.5 | 0.5 | 1.2 | 0.4 | 0.6 | 1.1 | 1.5 | 1.6 | 2.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -51.9 | 2273.7 | -10.6 | -52.6 | 107.6 | N/A | N/A | -51.9 | 814.8 | 164.6 | N/A | -100.0 | -78.1 | -90.3 | 158.2 | N/A | -100.0 | -38.7 | 319.4 | -59.5 | 8932.2 | N/A | -100.0 | -52.8 | -99.0 | 1773.0 | -2.5 | 600.9 | N/A | N/A | N/A | -100.0 | 190.3 | 972.0 | -41.4 | 11.3 | -42.5 | 185.7 | -27.1 | -33.3 | 2.9 | -24.3 | -26.0 | 78.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1988
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