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THPGX: THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND (MUTUAL FUND)
Basic Info 132.67 2.33(1.73%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 01/17/1997 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 6.68% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 10.4 | 38.3 | 24.0 | 11.1 | 14.2 | 12.8 | 8.9 | 9.4 | 27.1 | 16.9 | 27.8 | -19.1 | 22.8 | 15.5 | 33.6 | -12.3 | 18.2 | 18.0 | -8.1 | 14.0 | 36.5 | 17.1 | -4.0 | 13.7 | 37.6 | -47.7 | -6.8 | 15.0 | -2.4 | 4.1 | 31.9 | -20.4 | 19.2 | 25.2 | 6.4 | 18.4 | 25.0 |
| Sharpe Ratio | NA | 2.19 | 3.07 | 1.42 | 0.5 | 0.63 | NA | NA | 0.38 | 1.3 | 1.02 | 1.47 | -0.82 | 1.5 | 0.38 | 2.11 | -0.78 | 2.04 | 1.03 | -0.48 | 1.11 | 2.95 | 1.06 | -0.15 | 0.71 | 1.21 | -1.18 | -0.59 | 1.19 | -0.47 | 0.28 | 1.77 | -0.77 | 0.89 | 1.02 | 0.16 | 0.71 | 1.32 |
| Draw Down(%) | NA | 8.2 | 8.2 | 18.8 | 27.6 | 40.7 | NA | NA | 65.5 | 18.8 | 7.6 | 16.0 | 26.5 | 6.5 | 40.7 | 9.1 | 23.5 | 4.2 | 14.5 | 16.8 | 9.0 | 5.5 | 14.5 | 24.6 | 18.2 | 29.6 | 57.9 | 17.4 | 7.5 | 7.8 | 10.1 | 18.1 | 38.8 | 17.3 | 12.9 | 17.1 | 25.6 | 10.1 |
| Standard Deviation(%) | NA | 13.2 | 12.4 | 15.6 | 18.1 | 20.2 | NA | NA | 20.6 | 18.7 | 13.0 | 16.5 | 25.3 | 15.2 | 40.0 | 15.2 | 17.6 | 8.7 | 17.2 | 16.8 | 12.5 | 12.4 | 16.2 | 26.9 | 19.2 | 31.1 | 41.2 | 16.7 | 9.8 | 10.1 | 11.2 | 17.6 | 28.2 | 19.1 | 20.6 | 19.4 | 21.0 | 17.2 |
| Treynor Ratio | NA | 0.33 | 0.42 | 0.24 | 0.09 | 0.12 | NA | NA | 0.08 | 0.26 | 0.15 | 0.22 | -0.21 | 0.25 | 0.14 | 0.28 | -0.14 | 0.15 | 0.14 | -0.08 | 0.13 | 0.34 | 0.14 | -0.04 | 0.13 | 0.34 | -0.49 | -0.1 | 0.13 | -0.05 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.04 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.03 | -0.02 | 0.01 | -0.04 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.02 | -0.07 | -0.05 | 0.0 | -0.03 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.88 | 0.9 | 0.94 | 0.97 | 1.04 | NA | NA | 1.04 | 0.94 | 0.89 | 1.12 | 0.98 | 0.9 | 1.11 | 1.14 | 1.0 | 1.17 | 1.23 | 1.06 | 1.06 | 1.08 | 1.22 | 1.13 | 1.05 | 1.12 | 0.98 | 1.0 | 0.89 | 0.92 | 0.94 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.75 | 0.81 | 0.85 | 0.88 | NA | NA | 0.69 | 0.89 | 0.76 | 0.8 | 0.93 | 0.63 | 0.92 | 0.88 | 0.95 | 0.82 | 0.89 | 0.96 | 0.95 | 0.94 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.9 | 0.86 | 0.88 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | 12.5 | 14.4 | 0.7 | 0.9 | 1.0 | 3.5 | 0.8 | 1.0 | 0.9 | 0.7 | 0.6 | 0.5 | 0.6 | 0.3 | 0.2 | 0.2 | 0.8 | 13.9 | 4.4 | 3.0 | 2.2 | 0.4 | 0.8 | 10.1 | 23.6 | 4.0 | 9.6 | 10.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -43.6 | -2.9 | 1520.7 | 0.5 | -3.7 | -62.2 | 298.3 | -5.6 | 20.8 | 29.8 | 24.4 | 60.8 | -7.9 | 81.9 | 52.2 | 50.0 | -84.3 | -95.7 | 246.5 | 41.7 | 40.1 | 617.4 | -61.9 | -91.1 | -56.6 | 497.6 | -55.3 | 4.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/1997
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