It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PPTPX: LARGECAP GROWTH FUND II R-5 (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/22/2016 |
| 12-Mo. Yield | 3.88% |
| Expenses | 1.13% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/29/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/26/2003 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -25.3 | -11.1 | 0.2 | 6.3 | 4.3 | 7.1 | 6.4 | -12.1 | 5.0 | 2.9 | 12.0 | 30.0 | 14.0 | 0.5 | 13.1 | 34.1 | -38.0 | 18.3 | 7.4 | 4.5 | 8.8 | 25.7 | -26.1 | -18.1 | 4.3 |
| Sharpe Ratio | NA | -0.39 | 0.0 | 0.34 | 0.18 | NA | 0.11 | -0.48 | 0.38 | 0.18 | 0.96 | 2.63 | 1.06 | 0.02 | 0.76 | 1.38 | -1.02 | 0.93 | 0.34 | 0.21 | 0.64 | 1.43 | -1.07 | -0.84 | NA |
| Draw Down(%) | NA | 25.4 | 25.4 | 25.4 | 50.1 | NA | 50.1 | 25.4 | 9.9 | 11.5 | 7.9 | 6.4 | 9.9 | 18.7 | 15.2 | 21.2 | 47.2 | 8.9 | 10.0 | 6.7 | 9.6 | 12.7 | 34.2 | 34.0 | NA |
| Standard Deviation(%) | NA | 30.1 | 21.1 | 17.9 | 21.8 | NA | 20.3 | 34.4 | 12.7 | 15.4 | 12.5 | 11.4 | 13.3 | 23.4 | 17.2 | 24.7 | 38.1 | 16.4 | 11.7 | 10.5 | 12.3 | 17.5 | 25.5 | 24.8 | NA |
| Treynor Ratio | NA | -0.14 | 0.0 | 0.07 | 0.04 | NA | 0.03 | -0.19 | 0.06 | 0.03 | 0.15 | 0.33 | 0.16 | 0.01 | 0.15 | 0.36 | -0.39 | 0.16 | 0.05 | 0.03 | 0.1 | 0.28 | -0.35 | -0.31 | NA |
| Alpha | NA | -0.09 | -0.04 | -0.02 | -0.01 | NA | 0.0 | -0.15 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.01 | 0.01 | 0.01 | 0.01 | NA |
| Beta | NA | 0.83 | 0.89 | 0.87 | 0.93 | NA | 0.86 | 0.87 | 0.83 | 0.93 | 0.81 | 0.92 | 0.87 | 0.87 | 0.89 | 0.95 | 1.01 | 0.95 | 0.85 | 0.84 | 0.81 | 0.89 | 0.78 | 0.67 | NA |
| RSquared | NA | 0.09 | 0.42 | 0.5 | 0.81 | NA | 0.83 | 0.07 | 0.93 | 0.95 | 0.78 | 0.94 | 0.92 | 0.97 | 0.97 | 0.9 | 0.97 | 0.9 | 0.89 | 0.88 | 0.91 | 0.96 | 0.95 | 0.89 | NA |
| Yield(%) | N/A | 3.9 | 12.9 | 11.8 | 7.1 | 9.2 | N/A | 0.0 | 4.1 | 14.1 | 26.0 | 10.5 | 2.4 | 8.7 | 1.3 | 0.3 | 0.2 | 11.3 | 8.6 | 1.1 | 2.0 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -74.6 | 125.2 | 188.7 | N/A | N/A | N/A | -100.0 | -74.6 | -53.5 | 184.6 | 392.8 | -74.6 | 673.9 | 475.0 | 0.0 | -98.3 | 27.6 | 698.9 | -40.5 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to PPTPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
