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SAGIX: Symons Alpha Growth Institutional (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/04/2007 |
| Last Dividend Date: | 11/29/2010 |
| 12-Mo. Yield | 0.25% |
| Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 01/04/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.9 | 12.7 | -4.8 | -8.2 | 14.1 | 53.7 | -52.3 | 2.8 |
| Sharpe Ratio | NA | -0.07 | 0.48 | -0.22 | -0.72 | 1.09 | 2.07 | -1.18 | -0.02 |
| Draw Down(%) | NA | 17.8 | 32.3 | 67.5 | 17.8 | 11.6 | 19.6 | 63.6 | 12.6 |
| Standard Deviation(%) | NA | 13.2 | 26.2 | 25.9 | 14.0 | 12.9 | 25.9 | 45.0 | 13.4 |
| Treynor Ratio | NA | -0.04 | 0.18 | -0.07 | -0.49 | 0.25 | 0.7 | -0.54 | 0.0 |
| Alpha | NA | -0.01 | 0.01 | -0.02 | -0.04 | 0.0 | 0.06 | -0.08 | -0.01 |
| Beta | NA | 0.23 | 0.72 | 0.77 | 0.21 | 0.56 | 0.77 | 0.98 | 0.73 |
| RSquared | NA | 0.18 | 0.75 | 0.79 | 0.16 | 0.86 | 0.89 | 0.94 | 0.82 |
| Yield(%) | N/A | 0.2 | 0.2 | N/A | 0.0 | 0.3 | 0.1 | 0.0 | 2.8 |
| Dividend Growth(%) | N/A | 280.0 | N/A | N/A | -100.0 | 280.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2007
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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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