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PSCGX: Perimeter Small Cap Growth Inv (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/06/2006 |
| Last Dividend Date: | 12/12/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.35% |
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Performance Analytics (As of 06/12/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/06/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.3 | 14.7 | 11.3 | 5.5 | 0.0 | -4.5 | 43.3 | 10.4 | -7.0 | 25.1 | 31.7 | -39.2 | 6.5 | 6.4 |
| Sharpe Ratio | NA | -0.13 | 1.02 | 0.54 | 0.19 | 0.0 | -0.27 | 2.88 | 0.61 | -0.21 | 1.07 | 1.0 | -0.96 | 0.17 | 1.87 |
| Draw Down(%) | NA | 13.4 | 14.6 | 30.2 | 58.3 | 0.0 | 14.6 | 5.6 | 15.5 | 30.2 | 18.3 | 27.4 | 51.4 | 12.7 | 3.8 |
| Standard Deviation(%) | NA | 10.3 | 14.4 | 20.7 | 25.4 | NA | 16.4 | 15.0 | 17.1 | 33.0 | 23.3 | 31.6 | 41.6 | 19.7 | 14.6 |
| Treynor Ratio | NA | -0.03 | 0.17 | 0.12 | 0.05 | NA | -0.05 | 0.43 | 0.11 | -0.07 | 0.26 | 0.33 | -0.42 | 0.03 | 0.24 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | -0.03 | 0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.45 | 0.85 | 0.96 | 0.96 | 0.0 | 0.93 | 1.01 | 0.98 | 1.01 | 0.97 | 0.96 | 0.95 | 1.04 | 1.12 |
| RSquared | NA | 0.38 | 0.78 | 0.92 | 0.96 | 0.0 | 0.78 | 0.94 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.93 | 0.95 |
| Yield(%) | N/A | 0.0 | 27.5 | 19.2 | N/A | 0.0 | 0.0 | 69.6 | 13.9 | 17.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 246.1 | N/A | N/A | N/A | -100.0 | 386.9 | -41.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2006
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See Small Growth Asset Class Trend Rankings |
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