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JDRTX: INTECH U.S. Growth T (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/07/2009 |
Last Dividend Date: | 12/22/2014 |
12-Mo. Yield | 1.27% |
Expenses | 0.79% |
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Performance Analytics (As of 04/24/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/07/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 15.3 | 17.4 | 14.6 | 18.9 | 6.0 | 9.7 | 34.1 | 15.5 | 2.0 | 17.8 | 26.3 |
Sharpe Ratio | NA | 1.26 | 1.36 | 0.9 | 1.19 | 1.68 | 0.74 | 2.92 | 1.19 | 0.09 | 1.03 | 4.41 |
Draw Down(%) | NA | 9.8 | 9.8 | 19.5 | 19.5 | 2.8 | 9.8 | 6.5 | 9.0 | 19.5 | 14.1 | 4.9 |
Standard Deviation(%) | NA | 12.2 | 12.8 | 16.2 | 15.8 | 12.2 | 13.0 | 11.7 | 13.1 | 23.3 | 17.2 | 13.8 |
Treynor Ratio | NA | 0.17 | 0.19 | 0.16 | 0.22 | 0.25 | 0.1 | 0.36 | 0.18 | 0.02 | 0.2 | 0.77 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.03 |
Beta | NA | 0.91 | 0.91 | 0.88 | 0.87 | 0.84 | 0.92 | 0.94 | 0.86 | 0.86 | 0.88 | 0.78 |
RSquared | NA | 0.88 | 0.92 | 0.94 | 0.94 | 0.81 | 0.94 | 0.93 | 0.92 | 0.96 | 0.97 | 0.94 |
Yield(%) | N/A | 0.8 | 1.2 | 1.3 | N/A | 0.0 | 0.8 | 0.9 | 1.6 | 0.8 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | 23.1 | N/A | N/A | N/A | -100.0 | 23.1 | -38.1 | 110.0 | -41.2 | 142.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/07/2009
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