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TMCOX: TURNER EMERGING GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/18/2009 |
| Last Dividend Date: | 12/14/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.17% |
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Performance Analytics (As of 02/09/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/18/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.0 | -1.7 | 6.6 | 13.4 | 0.3 | -4.2 | -0.4 | -2.3 | 46.7 | 9.2 | 1.0 | 29.7 | 38.5 |
| Sharpe Ratio | NA | 0.89 | -0.1 | 0.39 | 0.62 | 0.26 | -0.3 | -0.02 | -0.12 | 3.15 | 0.55 | 0.03 | 1.23 | 1.59 |
| Draw Down(%) | NA | 10.4 | 27.3 | 27.3 | 27.3 | 1.8 | 15.2 | 14.3 | 21.0 | 5.0 | 11.7 | 25.7 | 19.8 | 15.4 |
| Standard Deviation(%) | NA | 13.2 | 17.2 | 16.8 | 21.4 | 9.4 | 14.9 | 17.2 | 20.1 | 14.8 | 16.6 | 30.7 | 24.0 | 28.4 |
| Treynor Ratio | NA | 0.15 | -0.02 | 0.07 | 0.14 | 0.05 | -0.06 | 0.0 | -0.02 | 0.47 | 0.1 | 0.01 | 0.3 | 0.51 |
| Alpha | NA | -0.06 | -0.03 | -0.01 | -0.01 | -0.07 | -0.05 | 0.01 | -0.03 | 0.03 | -0.03 | 0.01 | 0.0 | -0.04 |
| Beta | NA | 0.78 | 0.95 | 0.96 | 0.94 | 0.51 | 0.77 | 0.95 | 1.21 | 0.99 | 0.94 | 0.94 | 0.99 | 0.88 |
| RSquared | NA | 0.79 | 0.8 | 0.85 | 0.92 | 0.4 | 0.83 | 0.79 | 0.89 | 0.92 | 0.94 | 0.98 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | 22.6 | 20.9 | N/A | 0.0 | 0.0 | 44.6 | 44.3 | 21.2 | 16.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 111.6 | N/A | N/A | N/A | -100.0 | -47.9 | 151.9 | 23.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/2009
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