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RMCAX: U.S. MID CAP EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/07/2012 |
| Last Dividend Date: | 12/19/2018 |
| 12-Mo. Yield | 12.76% |
| Expenses | 1.22% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/07/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -9.2 | -5.3 | 8.3 | 3.0 | -24.5 | 3.8 | 8.9 | -16.8 | 1.9 | 19.9 | 2.8 |
| Sharpe Ratio | NA | -1.84 | -0.27 | -0.25 | -0.23 | -0.33 | -2.0 | -0.08 | -1.56 | -0.2 | -1.09 | 0.09 | -1.14 |
| Draw Down(%) | NA | 33.1 | 81.1 | 81.1 | 81.1 | 13.5 | 33.1 | 73.6 | 14.9 | 76.5 | 9.7 | 10.1 | 12.4 |
| Standard Deviation(%) | NA | 25.0 | 108.8 | 114.8 | 95.5 | 21.7 | 23.1 | 186.7 | 16.1 | 173.4 | 15.2 | 16.6 | 15.7 |
| Treynor Ratio | NA | -0.44 | -0.31 | -0.33 | -0.25 | -0.07 | -0.46 | -0.31 | -0.26 | -0.56 | -0.18 | 0.01 | -0.17 |
| Alpha | NA | -0.11 | 0.17 | 0.12 | 0.08 | -0.14 | -0.07 | 0.2 | -0.05 | -0.03 | -0.04 | -0.09 | -0.01 |
| Beta | NA | 1.05 | 0.96 | 0.86 | 0.9 | 1.05 | 1.01 | 0.5 | 0.96 | 0.63 | 0.95 | 0.96 | 1.02 |
| RSquared | NA | 0.45 | 0.01 | 0.0 | 0.01 | 0.44 | 0.55 | 0.0 | 0.82 | 0.0 | 0.62 | 0.55 | 0.98 |
| Yield(%) | N/A | 12.8 | 10.5 | 9.9 | N/A | 0.0 | 12.9 | 11.0 | 5.2 | 13.9 | 9.0 | 13.9 | 0.5 |
| Dividend Growth(%) | N/A | 21.2 | -23.7 | N/A | N/A | -100.0 | 22.4 | 135.4 | -69.5 | 58.9 | -24.6 | 2881.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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