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GGE: Green Giant Inc. (CEF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/19/2004 |
Last Dividend Date: | 02/13/2017 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/17/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/19/2004 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 29.3 | 9.8 | 11.9 | -9.0 | -5.3 | 9.7 | 16.4 | 2.3 | 7.1 | 22.3 | 11.8 | 13.0 | -1.0 | 73.4 | -86.7 | -27.3 | 35.5 | 3.1 | -1.6 |
Sharpe Ratio | NA | 2.68 | 0.64 | 0.8 | -0.27 | -0.2 | 5.06 | 1.17 | 0.14 | 0.45 | 1.55 | 0.92 | 0.59 | -0.05 | 1.68 | -1.1 | -1.58 | 2.96 | 0.08 | -0.16 |
Draw Down(%) | NA | 5.5 | 20.0 | 20.0 | 94.9 | 94.9 | 2.9 | 14.3 | 14.8 | 15.4 | 9.4 | 10.1 | 22.6 | 24.1 | 55.7 | 90.1 | 34.2 | 5.1 | 8.5 | 17.1 |
Standard Deviation(%) | NA | 10.8 | 15.1 | 14.8 | 35.1 | 30.2 | 11.1 | 13.8 | 16.0 | 15.5 | 14.3 | 13.0 | 22.1 | 21.2 | 43.7 | 79.6 | 19.2 | 10.9 | 11.6 | 17.5 |
Treynor Ratio | NA | 0.37 | 0.12 | 0.16 | -0.09 | -0.06 | 0.74 | 0.18 | 0.03 | 0.1 | 0.4 | 0.2 | 0.17 | -0.01 | 0.58 | -0.67 | -0.34 | 0.52 | 0.02 | -0.07 |
Alpha | NA | 0.04 | 0.0 | 0.0 | -0.11 | -0.06 | 0.08 | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | 0.05 | -0.06 | 0.12 | -0.48 | -0.15 | 0.08 | 0.0 | -0.02 |
Beta | NA | 0.78 | 0.83 | 0.74 | 1.1 | 1.04 | 0.76 | 0.89 | 0.84 | 0.69 | 0.55 | 0.58 | 0.75 | 0.94 | 1.26 | 1.3 | 0.89 | 0.62 | 0.57 | 0.43 |
RSquared | NA | 0.52 | 0.53 | 0.42 | 0.46 | 0.45 | 0.2 | 0.73 | 0.67 | 0.27 | 0.18 | 0.34 | 0.65 | 0.66 | 0.62 | 0.46 | 0.54 | 0.33 | 0.26 | 0.08 |
Yield(%) | N/A | 12.9 | 11.1 | 11.2 | 10.4 | N/A | 3.0 | 12.5 | 13.6 | 10.6 | 11.2 | 7.6 | 5.7 | 2.6 | 25.7 | 31.8 | 28.9 | 35.2 | 34.3 | 24.1 |
Dividend Growth(%) | N/A | -20.0 | 42.4 | -20.2 | N/A | N/A | -75.0 | -20.0 | 25.0 | 0.0 | 54.8 | 44.2 | 104.8 | -19.2 | -89.8 | -21.6 | 0.0 | 0.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2004
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