Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICRGX (Dividend Growth Trust Rising Div Gr C) | NA | 5.45% | 18.25% | 3.52% | NA | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICRGX (Dividend Growth Trust Rising Div Gr C) | 04/25/2005 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.45 | 18.25 | 3.52 | NA | NA | NA | … | … | 5.89 | 1.99 | 19.51 | 24.39 | -27.25 | 6.43 | 13.80 | 2.72 |
| Sharpe Ratio | NA | 0.31 | 1.22 | 0.13 | NA | NA | NA | … | … | 4.09 | 0.11 | 1.46 | 1.11 | -0.81 | 0.27 | 1.17 | 0.18 |
| Standard Deviation(%) | NA | 17.27 | 15.04 | 21.65 | NA | NA | NA | … | … | 5.59 | 17.94 | 13.30 | 21.90 | 34.74 | 12.53 | 9.02 | 8.84 |
| Draw Down(%) | NA | 14.85 | 14.85 | 44.19 | NA | NA | NA | … | … | 1.56 | 14.85 | 9.64 | 22.32 | 40.27 | 8.27 | 6.42 | 5.94 |
| Yield(%) | 0.00 | 0.81 | 1.19 | 0.51 | 0.31 | 0.21 | 0.16 | … | … | 0.00 | 0.84 | 1.54 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICRGX (Dividend Growth Trust Rising Div Gr C) |
-9.33%
Feb 2006 – Feb 2009 |
1.84%
Jun 2005 – Jun 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICRGX (Dividend Growth Trust Rising Div Gr C) |
21.67%
Feb 2009 – Feb 2012 |
5.55%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart