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OSSCX: Old Mutual Strategic Small Company Z (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/10/1997 |
Last Dividend Date: | 12/08/2011 |
12-Mo. Yield | 1.84% |
Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/10/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -4.0 | 18.8 | 0.2 | 3.8 | 5.3 | 11.2 | -7.3 | 23.6 | 26.9 | -40.6 | 12.3 | 11.7 | 6.3 | 11.2 | 47.2 | -33.3 | -10.0 | 11.4 | 51.7 | 2.1 | -1.8 |
Sharpe Ratio | NA | -0.16 | 0.8 | -0.01 | 0.11 | 0.14 | 2.67 | -0.28 | 1.04 | 0.95 | -1.07 | 0.53 | 0.54 | 0.28 | 0.55 | 2.3 | -1.37 | -0.44 | 0.18 | 2.5 | -0.05 | -0.38 |
Draw Down(%) | NA | 23.6 | 23.6 | 57.9 | 57.9 | 57.9 | 5.4 | 23.6 | 19.0 | 26.0 | 52.5 | 11.0 | 16.3 | 9.0 | 22.4 | 14.7 | 41.7 | 34.1 | 33.2 | 15.9 | 44.6 | 14.4 |
Standard Deviation(%) | NA | 25.9 | 23.5 | 28.1 | 24.1 | 25.3 | 17.1 | 26.2 | 22.6 | 28.3 | 38.8 | 17.7 | 15.7 | 15.0 | 18.8 | 20.2 | 25.1 | 28.3 | 40.3 | 19.4 | 23.4 | 24.1 |
Treynor Ratio | NA | -0.06 | 0.23 | 0.0 | 0.03 | 0.04 | 0.55 | -0.1 | 0.25 | 0.31 | -0.47 | 0.1 | 0.09 | 0.04 | 0.1 | 0.46 | -0.35 | -0.12 | 0.07 | 0.44 | -0.01 | 0.0 |
Alpha | NA | -0.04 | -0.03 | -0.05 | -0.05 | -0.02 | 0.04 | -0.03 | -0.01 | -0.03 | -0.03 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.1 | -0.04 | 0.06 | 0.09 | 0.02 | NA |
Beta | NA | 0.7 | 0.81 | 0.86 | 0.89 | 0.93 | 0.83 | 0.71 | 0.93 | 0.85 | 0.89 | 0.96 | 0.91 | 0.98 | 1.0 | 1.0 | 0.98 | 1.06 | 1.05 | 1.11 | 0.85 | NA |
RSquared | NA | 0.75 | 0.86 | 0.93 | 0.93 | 0.87 | 0.64 | 0.79 | 0.95 | 0.98 | 0.99 | 0.97 | 0.96 | 0.95 | 0.96 | 0.93 | 0.94 | 0.9 | 0.86 | 0.79 | 0.63 | 0.0 |
Yield(%) | N/A | 1.8 | 1.2 | 4.3 | 5.4 | N/A | 0.0 | 1.9 | 0.2 | 0.3 | 0.0 | 20.8 | 26.1 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 16.5 | 11.1 | 4.0 | 6.8 |
Dividend Growth(%) | N/A | 950.0 | -96.4 | -30.4 | N/A | N/A | -100.0 | 950.0 | 0.0 | N/A | -100.0 | -35.3 | 5857.1 | N/A | N/A | N/A | N/A | -100.0 | 108.0 | 171.7 | -47.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/1997
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