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PCGIX: Performance Mid Cap Equity Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 04/30/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.16% |
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Performance Analytics (As of 09/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 24.9 | 14.6 | -0.8 | 7.7 | 5.1 | 7.2 | 11.9 | 1.2 | 24.7 | 14.1 | -42.0 | 21.2 | 1.7 | 14.1 | 15.8 | 32.3 | -11.8 | -6.4 | 3.9 | 13.9 | 5.7 | 31.9 | 13.2 |
| Sharpe Ratio | NA | 1.24 | 0.66 | -0.04 | 0.3 | NA | 0.13 | 1.14 | 0.04 | 1.19 | 0.58 | -1.11 | 1.08 | -0.09 | 0.88 | 1.24 | 2.05 | -0.57 | -0.44 | 0.0 | 0.67 | 0.13 | -1.7 | 2.08 |
| Draw Down(%) | NA | 9.7 | 24.7 | 57.0 | 57.0 | NA | 57.0 | 9.7 | 24.7 | 16.1 | 22.6 | 53.0 | 11.6 | 17.3 | 8.6 | 9.9 | 12.3 | 25.5 | 23.4 | 18.1 | 12.1 | 27.8 | 8.0 | 7.7 |
| Standard Deviation(%) | NA | 20.1 | 22.0 | 26.9 | 22.1 | NA | 20.9 | 14.5 | 27.6 | 20.8 | 24.2 | 38.5 | 16.8 | 16.7 | 13.6 | 12.0 | 15.4 | 22.5 | 20.1 | 27.9 | 16.0 | 18.4 | 13.7 | 11.1 |
| Treynor Ratio | NA | 0.3 | 0.16 | -0.01 | 0.08 | NA | 0.03 | 0.21 | 0.01 | 0.27 | 0.18 | -0.58 | 0.2 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.05 | -0.01 | NA | 0.01 | 0.0 | 0.02 | 0.0 | -0.06 | -0.03 | 0.02 | -0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.84 | 0.91 | 0.81 | 0.82 | NA | 0.81 | 0.8 | 0.93 | 0.91 | 0.78 | 0.74 | 0.91 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.93 | 0.87 | 0.69 | NA | 0.46 | 0.9 | 0.92 | 0.94 | 0.93 | 0.81 | 0.87 | 0.16 | 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 | 0.2 | 2.5 | 8.4 | 6.5 | N/A | 0.0 | 0.0 | 0.3 | 0.2 | 3.1 | 10.8 | 20.3 | 15.2 | 12.8 | 0.0 | 0.0 | 14.4 | 13.8 | 17.1 | 6.5 | 7.4 | 2.9 |
| Dividend Growth(%) | N/A | N/A | -99.2 | -75.4 | N/A | N/A | N/A | N/A | -100.0 | 114.3 | -96.7 | -68.1 | -57.4 | 36.8 | 20.8 | N/A | N/A | -100.0 | -8.3 | -22.5 | 158.4 | 11.1 | 174.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See Mid-Cap Growth Asset Class Trend Rankings |
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