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RGRIX: Regions Morgan Keegan Select Growth I (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/23/2004 |
| Last Dividend Date: | 12/29/2008 |
| 12-Mo. Yield | 0.28% |
| Expenses | - |
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Performance Analytics (As of 07/08/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/23/2004 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -26.0 | -6.5 | -1.5 | -2.2 | 4.1 | -34.3 | 12.8 | 6.9 | 9.6 | -1.1 |
| Sharpe Ratio | NA | -0.62 | -0.3 | -0.15 | -0.19 | 0.27 | -0.9 | 0.6 | 0.29 | 0.68 | -0.33 |
| Draw Down(%) | NA | 41.2 | 48.9 | 48.9 | 48.9 | 20.5 | 45.4 | 9.1 | 9.6 | 5.9 | 9.2 |
| Standard Deviation(%) | NA | 42.4 | 28.0 | 23.1 | 22.5 | 29.1 | 39.1 | 16.2 | 12.3 | 10.9 | 10.1 |
| Treynor Ratio | NA | -0.3 | -0.1 | -0.04 | -0.05 | 0.11 | -0.39 | 0.1 | 0.03 | 0.07 | -0.04 |
| Alpha | NA | -0.07 | -0.03 | -0.03 | -0.01 | 0.04 | 0.0 | 0.03 | -0.04 | 0.02 | -0.05 |
| Beta | NA | 0.87 | 0.88 | 0.9 | 0.89 | 0.75 | 0.91 | 0.95 | 1.11 | 1.01 | 0.91 |
| RSquared | NA | 0.88 | 0.87 | 0.86 | 0.87 | 0.79 | 0.91 | 0.88 | 0.83 | 0.91 | 0.91 |
| Yield(%) | N/A | 0.3 | 0.4 | 0.3 | N/A | 0.0 | 0.3 | 0.5 | 0.6 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | 54.1 | N/A | N/A | N/A | -100.0 | -36.9 | -14.4 | 592.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2004
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