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UFSGX: FIRST START GROWTH FUND FIRST START GROWTH FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/05/1997 |
| Last Dividend Date: | 06/20/2018 |
| 12-Mo. Yield | 6.03% |
| Expenses | 1.47% |
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Performance Analytics (As of 08/20/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/05/1997 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.8 | 6.2 | 6.6 | 7.3 | 6.3 | 2.7 | 3.4 | -0.5 | 15.8 | 5.4 | -2.3 | 6.9 | 17.6 | 14.9 | -2.3 | 15.8 | 36.6 | -30.9 | 4.1 | -1.0 | 10.7 | 11.4 | 28.7 | -29.7 | -32.6 | -16.4 | 21.8 | 40.5 | -2.0 |
| Sharpe Ratio | NA | 0.6 | 0.62 | 0.7 | 0.56 | NA | NA | 0.12 | -0.21 | 3.27 | 0.51 | -0.21 | 0.84 | 2.15 | 1.63 | -0.14 | 1.43 | 2.21 | -1.42 | 0.09 | -0.47 | 0.71 | 0.83 | 1.74 | -1.33 | -1.01 | -0.73 | 1.05 | 1.66 | -1.45 |
| Draw Down(%) | NA | 7.5 | 10.8 | 13.6 | 37.4 | NA | NA | 66.3 | 7.5 | 1.2 | 7.8 | 10.5 | 6.0 | 6.3 | 8.2 | 17.1 | 8.9 | 18.4 | 37.8 | 7.3 | 14.3 | 6.3 | 12.1 | 10.6 | 34.2 | 48.8 | 28.7 | 12.6 | 24.3 | 6.8 |
| Standard Deviation(%) | NA | 7.9 | 9.2 | 8.8 | 12.7 | NA | NA | 16.8 | 9.5 | 4.7 | 10.2 | 11.0 | 8.2 | 8.2 | 9.2 | 16.6 | 11.0 | 16.5 | 22.4 | 10.6 | 9.4 | 11.9 | 12.5 | 16.1 | 23.1 | 35.2 | 28.2 | 17.7 | 22.3 | 20.2 |
| Treynor Ratio | NA | 0.05 | 0.05 | 0.05 | 0.07 | NA | NA | 0.02 | -0.02 | 0.14 | 0.04 | -0.02 | 0.06 | 0.15 | 0.13 | -0.02 | 0.16 | 0.38 | -0.34 | 0.01 | -0.03 | 0.05 | 0.07 | 0.17 | -0.2 | -0.14 | -0.12 | 0.13 | 0.21 | -0.14 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | -0.02 | -0.03 | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.05 | -0.05 | -0.01 | -0.05 | 0.02 | -0.02 | -0.01 | -0.07 | -0.1 | -0.05 | 0.01 | 0.03 | -0.01 |
| Beta | NA | 1.02 | 1.16 | 1.18 | 1.05 | NA | NA | 1.33 | 1.02 | 1.07 | 1.25 | 1.25 | 1.19 | 1.16 | 1.19 | 1.2 | 1.01 | 0.97 | 0.93 | 1.15 | 1.32 | 1.65 | 1.6 | 1.61 | 1.55 | 2.61 | 1.74 | 1.39 | 1.76 | 2.13 |
| RSquared | NA | 0.84 | 0.91 | 0.92 | 0.93 | NA | NA | 0.79 | 0.84 | 0.85 | 0.93 | 0.96 | 0.94 | 0.95 | 0.91 | 0.97 | 0.95 | 0.94 | 0.96 | 0.97 | 0.87 | 0.81 | 0.79 | 0.87 | 0.86 | 0.85 | 0.78 | 0.81 | 0.87 | 0.94 |
| Yield(%) | N/A | 6.0 | 4.7 | 5.0 | 4.6 | 3.9 | 2.0 | N/A | 1.7 | 4.7 | 3.1 | 4.8 | 7.4 | 3.0 | 2.3 | 2.2 | 2.7 | 4.4 | 2.3 | 1.7 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | 121.1 | 17.6 | 142.0 | 938.0 | N/A | N/A | N/A | -59.8 | 57.7 | -40.8 | -35.0 | 176.4 | 49.6 | -2.9 | -5.5 | -19.9 | 27.9 | 41.1 | 63.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -28.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/1997
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