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RIMEX: RAINIER LARGE CAP EQUITY FUND ORIGINAL (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/1994 |
| Last Dividend Date: | 11/29/2017 |
| 12-Mo. Yield | 44.72% |
| Expenses | 1.17% |
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Performance Analytics (As of 12/28/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/1994 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -44.9 | -32.3 | -11.4 | 0.7 | -0.8 | 4.4 | 3.4 | 6.4 | -31.8 | 2.0 | 1.0 | 9.8 | 32.0 | 13.5 | -4.4 | 15.8 | 23.3 | -40.8 | 16.2 | 12.3 | 11.3 | 9.4 | 28.8 | -23.4 | -13.3 | -4.1 | 26.7 | 20.8 | 34.0 | 23.3 | 35.3 | 0.2 |
| Sharpe Ratio | NA | -0.55 | -0.32 | 0.02 | -0.03 | NA | NA | 0.21 | -0.54 | 0.12 | 0.06 | 0.66 | 2.41 | 0.93 | -0.17 | 0.78 | 0.92 | -1.05 | 0.78 | 0.73 | 0.8 | 0.68 | 1.65 | -0.95 | -0.75 | -0.34 | 1.33 | 0.86 | 1.98 | 1.83 | 2.64 | NA |
| Draw Down(%) | NA | 45.1 | 45.1 | 45.1 | 52.9 | NA | NA | 54.3 | 45.1 | 14.5 | 12.9 | 9.3 | 7.3 | 12.3 | 21.4 | 17.2 | 23.1 | 49.5 | 10.4 | 10.6 | 7.2 | 9.8 | 12.4 | 32.6 | 30.1 | 16.7 | 11.5 | 23.5 | 9.7 | 9.5 | 10.8 | 0.0 |
| Standard Deviation(%) | NA | 60.2 | 37.1 | 30.1 | 28.4 | NA | NA | 22.8 | 60.4 | 15.4 | 16.7 | 14.8 | 13.2 | 14.5 | 26.5 | 20.0 | 25.3 | 39.5 | 16.8 | 12.1 | 11.3 | 12.2 | 17.0 | 25.9 | 21.2 | 24.6 | 17.5 | 20.1 | 15.2 | 10.6 | 11.8 | 0.0 |
| Treynor Ratio | NA | -0.46 | -0.12 | 0.01 | -0.01 | NA | NA | 0.06 | -0.45 | 0.02 | 0.01 | 0.09 | 0.3 | 0.14 | -0.04 | 0.15 | 0.23 | -0.4 | 0.13 | 0.1 | 0.1 | 0.11 | 0.32 | -0.31 | -0.29 | -0.13 | 0.31 | 0.23 | 0.43 | 0.34 | 0.58 | 0.0 |
| Alpha | NA | -0.17 | -0.07 | -0.05 | -0.03 | NA | NA | 0.01 | -0.18 | 0.01 | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | 0.01 | -0.04 | -0.01 | 0.02 | 0.04 | 0.0 | 0.01 | 0.02 | 0.03 | 0.02 | 0.03 | 0.05 | -0.01 | 0.06 | 0.04 | 0.05 | NA |
| Beta | NA | 0.72 | 0.96 | 1.0 | 1.02 | NA | NA | 0.83 | 0.72 | 1.0 | 1.02 | 1.06 | 1.07 | 0.97 | 0.99 | 1.03 | 1.02 | 1.04 | 1.0 | 0.89 | 0.88 | 0.79 | 0.87 | 0.79 | 0.56 | 0.64 | 0.75 | 0.75 | 0.7 | 0.56 | 0.54 | NA |
| RSquared | NA | 0.02 | 0.2 | 0.3 | 0.66 | NA | NA | 0.7 | 0.02 | 0.91 | 0.97 | 0.96 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.91 | 0.83 | 0.89 | 0.96 | 0.94 | 0.86 | 0.8 | 0.82 | 0.81 | 0.85 | 0.57 | 0.23 | 0.0 |
| Yield(%) | N/A | 44.7 | 20.6 | 21.7 | 9.6 | 13.2 | 9.3 | N/A | 44.6 | 13.8 | 19.1 | 26.3 | 18.5 | 2.1 | 0.3 | 0.5 | 0.5 | 0.3 | 8.5 | 7.8 | 0.5 | 0.1 | 0.1 | 0.0 | 0.9 | 8.5 | 6.8 | 6.1 | 17.4 | 9.3 | 0.9 | 0.6 |
| Dividend Growth(%) | N/A | 193.3 | 16.4 | 3105.2 | 181.2 | N/A | N/A | N/A | 193.3 | -41.9 | -39.2 | 54.1 | 881.4 | 642.0 | -32.4 | 6.2 | -5.9 | -95.7 | 11.9 | 1675.6 | 561.1 | 80.0 | N/A | -100.0 | -90.6 | 48.3 | 26.0 | -58.8 | 108.1 | 1286.6 | 57.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1994
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See LARGE GROWTH Asset Class Trend Rankings |
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