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WGGIX: Winslow Green Growth Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/11/2006 |
| Last Dividend Date: | 12/17/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.10% |
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Performance Analytics (As of 10/23/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/11/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 10.6 | 1.8 | -9.9 | -5.6 | 6.7 | -13.8 | 7.8 | 49.7 | -60.9 | 23.8 | -4.3 |
| Sharpe Ratio | NA | 0.49 | 0.07 | -0.31 | -0.22 | 0.46 | -0.46 | 0.3 | 1.42 | -1.34 | 0.97 | -0.45 |
| Draw Down(%) | NA | 12.0 | 33.5 | 71.6 | 71.6 | 12.0 | 33.5 | 21.5 | 33.0 | 70.7 | 11.6 | 18.8 |
| Standard Deviation(%) | NA | 21.7 | 25.9 | 33.3 | 30.7 | 18.0 | 30.0 | 26.1 | 35.0 | 46.0 | 21.5 | 22.2 |
| Treynor Ratio | NA | 0.13 | 0.02 | -0.11 | -0.07 | 0.1 | -0.16 | 0.07 | 0.5 | -0.62 | 0.21 | -0.1 |
| Alpha | NA | -0.03 | -0.07 | -0.1 | -0.06 | -0.02 | -0.05 | -0.08 | 0.03 | -0.17 | 0.05 | -0.02 |
| Beta | NA | 0.82 | 0.92 | 0.97 | 0.97 | 0.85 | 0.85 | 1.03 | 0.98 | 0.99 | 0.98 | 1.05 |
| RSquared | NA | 0.72 | 0.84 | 0.85 | 0.84 | 0.71 | 0.86 | 0.88 | 0.85 | 0.87 | 0.7 | 0.8 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 5.2 | 0.1 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -89.4 | 5080.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2006
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