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SPVIX: SMALL CAP EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/14/2002 |
| Last Dividend Date: | 05/11/2016 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.90% |
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Performance Analytics (As of 02/16/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/14/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.6 | -6.4 | 3.3 | 3.2 | 4.1 | 0.0 | -8.3 | -6.7 | -3.6 | 42.4 | 13.9 | -7.2 | 33.8 | 49.1 | -43.9 | 1.9 | 7.5 | 9.0 | 13.5 | 50.2 | -35.8 |
| Sharpe Ratio | NA | 1.15 | -0.38 | 0.19 | 0.11 | 0.14 | -41105.93 | -0.61 | -0.39 | -0.17 | 2.86 | 0.79 | -0.22 | 1.4 | 1.62 | -1.06 | -0.07 | 0.24 | 0.45 | 0.72 | 2.92 | -1.51 |
| Draw Down(%) | NA | 6.6 | 31.6 | 31.6 | 62.5 | 62.5 | 0.0 | 20.0 | 17.5 | 21.3 | 5.6 | 14.9 | 33.6 | 20.0 | 22.9 | 57.3 | 14.7 | 19.1 | 12.2 | 15.9 | 12.1 | 47.4 |
| Standard Deviation(%) | NA | 9.1 | 16.9 | 16.8 | 24.7 | 23.1 | 0.0 | 14.0 | 17.2 | 20.5 | 14.8 | 17.7 | 32.9 | 24.1 | 30.3 | 42.1 | 18.0 | 17.4 | 15.0 | 17.4 | 17.0 | 28.8 |
| Treynor Ratio | NA | 0.32 | -0.07 | 0.03 | 0.03 | 0.03 | -43532.34 | -0.15 | -0.06 | -0.03 | 0.44 | 0.14 | -0.07 | 0.34 | 0.54 | -0.47 | -0.01 | 0.04 | 0.07 | 0.14 | 0.61 | -0.43 |
| Alpha | NA | 0.0 | -0.04 | -0.03 | -0.02 | -0.02 | 0.0 | -0.06 | -0.02 | -0.03 | 0.02 | -0.01 | -0.02 | 0.01 | 0.03 | -0.04 | -0.03 | -0.02 | 0.0 | 0.0 | 0.04 | -0.12 |
| Beta | NA | 0.33 | 0.89 | 0.93 | 0.95 | 0.95 | 0.0 | 0.57 | 1.04 | 1.23 | 0.97 | 0.99 | 0.99 | 0.99 | 0.9 | 0.95 | 0.92 | 0.98 | 0.96 | 0.91 | 0.81 | 1.02 |
| RSquared | NA | 0.28 | 0.72 | 0.8 | 0.91 | 0.91 | 0.0 | 0.51 | 0.93 | 0.88 | 0.89 | 0.93 | 0.96 | 0.96 | 0.95 | 0.95 | 0.87 | 0.91 | 0.91 | 0.92 | 0.86 | 0.88 |
| Yield(%) | N/A | 1.1 | 0.3 | 0.3 | 0.5 | N/A | 0.0 | 0.9 | 0.1 | 0.0 | 0.0 | 0.3 | 2.0 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 684.6 | -43.4 | -47.1 | N/A | N/A | -100.0 | 684.6 | N/A | N/A | -100.0 | -86.2 | 109.4 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2002
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