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PILEX: Performance Leaders Equity Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/06/2000 |
| Last Dividend Date: | 12/12/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.26% |
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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 | Since 10/06/2000 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 18.9 | 15.3 | -2.4 | 5.7 | 0.9 | 12.7 | -3.0 | 25.9 | 13.8 | -46.6 | 22.3 | 7.2 | 11.4 | 19.2 | 28.3 | -22.8 | -19.7 | -4.5 |
| Sharpe Ratio | NA | 0.98 | 0.68 | -0.11 | 0.21 | -0.02 | 1.14 | -0.11 | 1.13 | 0.71 | -1.35 | 1.05 | 0.2 | 0.64 | 1.27 | 1.6 | -1.11 | -1.2 | -0.81 |
| Draw Down(%) | NA | 11.0 | 27.5 | 56.5 | 56.5 | 56.5 | 11.0 | 27.5 | 17.7 | 18.0 | 51.3 | 14.1 | 16.1 | 9.9 | 12.0 | 7.6 | 27.1 | 30.7 | 11.8 |
| Standard Deviation(%) | NA | 19.2 | 22.4 | 25.4 | 21.8 | 21.4 | 15.6 | 26.7 | 22.9 | 19.3 | 35.0 | 18.5 | 19.5 | 14.3 | 14.4 | 17.3 | 21.6 | 18.7 | 27.8 |
| Treynor Ratio | NA | 0.24 | 0.17 | -0.04 | 0.06 | -0.01 | 0.21 | -0.03 | 0.26 | 0.24 | -0.71 | 0.2 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.05 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.09 | 0.02 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.91 | 0.74 | 0.76 | 0.75 | 0.83 | 0.89 | 0.98 | 0.58 | 0.66 | 0.98 | 0.95 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.88 | 0.81 | 0.61 | 0.51 | 0.83 | 0.9 | 0.9 | 0.8 | 0.79 | 0.84 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.0 | 3.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 11.7 | 7.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 50.8 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 50.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2000
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